Self hosted
In order to run the CSV importer on your own machine, you'll need You need a working LAMP, LEMP or WAMP running PHP 8.0 and access to the command line. The installation routine for the CSV importer is basically the same as it is for Firefly III itself.
If you don't have one, search the web to find out how to get one. Make sure you're running PHP 8.0! There are many tutorials that will help you install one. Here are some Google queries to help you.
Also check out these user guides:
You won't need to set up a database.
Preparing your server
Extra packages
Install the following PHP modules:
- PHP BCMath Arbitrary Precision Mathematics
- PHP JSON
You can search the web to find out how to install these PHP modules. Some may be installed already depending on your system. Use phpinfo() to find out.
Installing composer
If you have sudo rights (try sudo ls) you can install composer using the following command:
curl -sS https://getcomposer.org/installer | sudo php -- --install-dir=/usr/local/bin --filename=composer
Verify the installation of composer using the following command.
composer -v
If you have no sudo rights, you can simply download composer. Use php composer.phar instead of composer in the instructions ahead.
This concludes the server preparations. If you're having trouble with (parts of) this step, please check out the FAQ or open an issue on GitHub.
Installing Firefly III CSV importer
Main command
Browse to /var/www which is probably the directory where your web server is configured to find its files. This depends on your own server of course.
Enter the following command.
composer create-project firefly-iii/csv-importer --no-dev --prefer-dist csv-importer <latest>
You should replace <latest> with the latest version, which you can find on the Firefly III CSV importer version page.
If this gives an error because of access rights, prepend the command with sudo. Then fix the access rights:
sudo chown -R www-data:www-data csv-importer
sudo chmod -R 775 csv-importer/storage
In general, these access rights aren't terrible important for the CSV importer, as long as your web server can read all the files.
Configuration
In the csv-importer directory you will find a .env file. Open this file using your favorite editor. There are instructions what to do in this file. If you can't find this file, copy .env.example into .env and voila!
Accessing the CSV importer
It depends on your installation and web server, but usually you can access the CSV importer over http://localhost/. If this URL is taken by Firefly III already, make sure your server configuration accepts both. This is called a "virtual host".
Browsing to site
Browsing to the site should be easy. You should see the following screen.
If this is not the case, or something is broken, be sure to open an issue on GitHub or check out the FAQ.
Reverse proxies
To run the CSV importer behind a reverse proxy, make sure you set the TRUSTED_PROXIES environment variable to either ** or the IP address of your reverse proxy.
TLS
To enable TLS in the CSV importer, your reverse proxy must send the right information to the CSV importer. Here is some code for nginx:
proxy_set_header X-Forwarded-Host $host;
proxy_set_header X-Forwarded-Server $host;
proxy_set_header X-Forwarded-Proto $scheme;
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header Host $host;
client_max_body_size 64M;
proxy_read_timeout 300s;