Introduction

The script will take a CSV file (generated with PayPal reports) and upload the transactions to the FreeAgent bank account(s) you specify in .env.

I created this script for two reasons:

• As a workaround for FreeAgent's built-in de-duplication (to prevent missing transactions)
• To better support multi-currency bank accounts (one upload for all currencies)

FreeAgent's built-in de-duplication uses three key pieces of information - Date, Amount and Description. If these are identical on more than one transaction, FreeAgent will view this as a potential duplicate. However, this can cause missing transactions in FreeAgent bank accounts where de-duplication is removing different transactions that have the same Date, Amount and Description.

This script uses the transaction ID to create unique descriptions that won't be de-duplicated by FreeAgent.

FreeAgent does not fully support multi-currency bank accounts (at the time of writing), so they recommend that you add a separate bank account for each currency that you hold (see "A word on PayPal" at https://www.freeagent.com/blog/multi-currency-banking-arrives/)

You can specify multiple FreeAgent bank accounts as a comma-separated string in .env, e.g. FREEAGENT_BANK_ACCOUNT_ID="123,456". The script will loop through these accounts and import transactions that match the bank account's currency.

Installation

1. Make sure you have node and npm installed
2. npm install
3. Copy .env.example to .env and populate each value.

Usage

node index.js [file.csv]

Go to your FreeAgent account and the transactions will be in the bank account(s), ready to be explained/confirmed.