If you manage payments from multiple sources, the Payments section in your account has filtering and sorting tools to help you stay on top of things. Keeping all your transactions in one place makes it much easier to see what's going on and keep your finances in order. 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 covers each step.
How It Works
Start by going to the Transactions tab in the Payments section and clicking the "Import as CSV" button.
Next, click Download Sample CSV file, which will help you organise your information and use it as a template before importing. It's also worth reviewing the import guidelines to avoid errors during this process.
For example, currencies should be entered using ISO three-letter codes (e.g., use USD instead of the dollar symbol $)
Once your file is ready, you can upload it by dragging and dropping it into the designated area, or clicking the link 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 continue. If there are any issues with the file, you'll be prompted to fix them before proceeding.
A preview of your transactions will appear. Check the column headers and scan the data for accuracy. If anything looks off, click Cancel to make corrections. Once everything looks right, click the Import Transactions button.
The import will start straight away, and you can track its progress in the pop-up modal. You can close the window whenever you like; a confirmation email will be sent once the import is complete.
Once done, your transactions will appear in the list, sorted by transaction date. They'll count towards your total revenue and show up in the relevant dashboards and reports.
If customer details are included in the CSV, new contacts will be created where needed, or transactions will be linked to existing contacts based on the information provided.
That's everything you need to get started. Check out the other articles in this section to get more out of the Payments features.