If you manage payments from multiple sources, the Payments section in your account provides powerful filtering and sorting capabilities to help you stay organized and efficient. Effective transaction management is essential to running smooth business operations, and centralizing all your transactions in one location enhances visibility while simplifying financial oversight. To bring your transactions into the platform, create a CSV file and import it directly into your account. The process is straightforward, and this guide walks you through each step.

How It Works #

• Access the Transactions tab in the Payments section, then click the Import as CSV button.
• Click Download Sample CSV file to organize your information and use it as a template before importing. We also recommend reviewing the import guidelines to avoid errors. For example, currencies should be entered using ISO three-letter codes (e.g., use USD instead of the dollar symbol).
• Once your file is finalized, upload it by dragging and dropping it into the designated area or clicking the hyperlink to browse and select the file.

Note: The maximum allowed file size is 5 MB, and multiple files should be uploaded individually.

• Click Upload & Preview to proceed. If there are any issues in the file, you’ll be prompted to resolve them before continuing.
• A preview of your transactions is displayed. Review the column headers and scan the data for accuracy. If any discrepancies are identified, click Cancel to make corrections. Once everything looks correct, click Import Transactions.

The import process begins immediately, and you can monitor its progress in the pop-up modal. You may close the window at any time, since a confirmation email is sent once the import is complete.

Once the import finishes, your transactions appear in the list, sorted by transaction date. These entries contribute to your business’s total revenue and are reflected in relevant dashboards and reports. If customer details are included in the CSV file, new contacts are created where necessary, or transactions are associated with existing contacts based on the provided information.

Frequently Asked Questions #

Where do I start a transaction import? #

Open the Transactions tab in the Payments section and click the Import as CSV button.

Is there a template for the import file? #

Yes. Click Download Sample CSV file to get a template, and review the import guidelines before uploading to avoid errors.

How should currencies be entered? #

Use ISO three-letter currency codes such as USD rather than currency symbols.

What is the maximum file size? #

The maximum allowed file size is 5 MB, and multiple files should be uploaded individually.

Do I have to wait for the import to complete? #

No. You can monitor progress in the pop-up modal or close the window, since a confirmation email is sent when the import finishes.

Are contacts created from imported transactions? #

Yes. If customer details are included, new contacts are created where needed, or transactions are matched to existing contacts.