Hi First post! I am using Mojave and Paperless v2.4.1, is there a procedure to import Paperless files into EF?
Yes, you can drag and drop files from the Paperless window into an EagleFiler window, the Drop Pad window, or EagleFiler’s Dock icon.
There’s now a script to import from Mariner Paperless (formerly called ReceiptWallet) to EagleFiler. It reads the files and database directly from disk without needing to launch the app (which has been discontinued and might not work properly on newer versions of macOS). It also preserves more metadata than just dragging and dropping the files:
- The Category and Subcategory will be preserved as folders.
- Any items that were in the trash will be preserved in a separate Trash folder.
- The merchant is imported to EagleFiler’s From field.
- The date is imported as EagleFiler’s Date Created.
- The import date is imported as EagleFiler’s Date Added.
- The tags are imported as EagleFiler tags.
- The notes are imported as EagleFiler notes.
- The dollar amount, shipping, tax, and tip are imported into the EagleFiler note.
- Additional custom fields are imported into the EagleFiler note.
Michael was tremendously helpful with this. I made a request to improve the availability of the metadata (date of creation, notes, categories, etc.) when importing the files and he stepped up and did it. I hope that anyone frustrated with the demise of Paperless and looking for a way to carry on with a searchable database, finds this app and forum and perseveres.