Importers?

[murgero]

@iamthefij OH in that case i'd use something like Salt Edge / Spectre as they don't need to be hosted by you and are instead hosted by trusted parties to connect bank accounts.

[iamthefij]

@murgero Even the Spectre or Plaid importers require being run as separate services: https://github.com/firefly-iii/spectre-importer

[murgero]

@iamthefij Yes that is correct, but 3rd parties already run them so you don't have to like Salt Edge runs Spectre for example.

[ChristopherMag]

I have opened up a request to get Spectre importer added as an app, please up vote if your still interested in that feature.

[Aizat]

@murgero HI, what do you mean by 3rd party importers? How does it work?

[murgero]

@aizat I believe the feature was removed since my last comment

[Aizat]

@murgero sadly. I actually testing on using ERPnext for my invoicing, they do have bank integration with Plaid. I've requested similar integration in Invoice Ninja forum. Hope they'll integrate it someday

[colonelpanic]

The Firefly III Data Importer does not require any authentication to use. This means anyone with the URL can start importing CSV files.

I run the fireflyiii/data-importer container on a separate server with Traefik as the reverse proxy and Authelia (for ForwardAuth) to force logging in. This is probably overkill for a single user and why I recommend just running this from your workstation. Docker and docker-compose need to be installed.

Copy the docker-compose yaml below and enter your environment variables. Save it in a folder on your workstation.

docker-compose.yml:

version: '3'

services:
  app:
    image: fireflyiii/data-importer:latest
    container_name: firefly-iii-data-importer
    restart: unless-stopped
    environment:
      # See https://docs.firefly-iii.org/data-importer/install/configure/
      - FIREFLY_III_URL=https://sub.domain.tld
      - VANITY_URL=https://sub.domain.tld
      - FIREFLY_III_ACCESS_TOKEN=ey...........
      #- FIREFLY_III_CLIENT_ID=
      #- NORDIGEN_ID=
      #- NORDIGEN_KEY=
      #- SPECTRE_APP_ID=
      #- SPECTRE_SECRET=
    ports:
      - 8081:8080

Once you've modified the file with all of your environment variables you just need to navigate to the folder containing the docker-compose file in a terminal and run docker-compose up -d. This will start the container in detached mode. Once it is up and running you can access the data-importer at http://localhost:8081/

When you're done importing you can go back to the directory with the docker-compose file and run docker-compose down to stop the container.

I can share my Traefik labels for anyone interested in setting up Forward Auth through Authelia.

Hope this helps!

[jagadeesh-s2104]

@colonelpanic Thank you!! Is there a way to schedule it to run daily or something to pull the data?

[colonelpanic]

@jagadeesh-s2104 - Great question. It looks you can map a volume between the docker container and the host. So anything you put in that folder would be picked up and imported. Here is an updated docker-compose with the volume section in the yaml:

version: '3'

services:
  app:
    image: fireflyiii/data-importer:latest
    container_name: firefly-iii-data-importer
    restart: unless-stopped
    environment:
      # See https://docs.firefly-iii.org/data-importer/install/configure/
      - FIREFLY_III_URL=https://sub.domain.tld
      - VANITY_URL=https://sub.domain.tld
      - FIREFLY_III_ACCESS_TOKEN=ey...........
    volumes:
      - /home/colonelpanic/fireflyiii-importer/csvdrop:/import
    ports:
      - 8081:8080

This option is outlined in their docs here - https://docs.firefly-iii.org/data-importer/usage/command_line/

It looks like you could also setup a cron job that use a POST request. Docs on that here - https://docs.firefly-iii.org/data-importer/usage/post/

[jagadeesh-s2104]

@colonelpanic thank you!!