Overview of how to set up a Trim function
If you need an easy way to reduce the length of a field to fit the maximum sized permitted by QuickBooks or Xero then you can use a trim function to do that. That function can be applied to a specific column in your import file and then saved along with the map so you can use on subsequent imports.
The LEFT or RIGHT function extracts a given number of characters from the left or right side of a supplied cell contents. For example a customer name of Handy Builder in the Customer Name column THEN , LEFT("Customer Name",3) returns "Han".
Follow these steps:
To setup a trim function follow these steps:
- When editing a map in the function column opposite the field you want to truncate select the drop down list and the option to Add New Function
- Select the type of function as LEFT and RIGHT Function, and give the function a name
- Enter the Expression according to the syntax guide below.
- Click OK and the function will be saved and applied to the map
Trim LEFT Expression syntax
Trim RIGHT Expression syntax