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 not only enhances visibility but also simplifies financial oversight. To bring your transactions into the platform, simply create a CSV file and import it directly into your account. The process is straightforward, and this guide will walk you through each step.
How It Works
Begin by accessing the Transactions tab in the Payments section, and then clicking the “Import as CSV” button.
Next, click Download Sample CSV file, which will help you organize your information and use it as a template before importing. It is also recommended that you review 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 finalized, you can upload it by either 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.
Next, click Upload & Preview to proceed. If there are any issues in the file, you will be prompted to resolve them before you can continue.
A preview of your transactions will now be displayed. Please review the column headers and scan the data for accuracy. If any discrepancies are identified, click Cancel to make the necessary corrections. Once everything appears correct, proceed by clicking the Import Transactions button.
The import process will begin immediately, and you can monitor its progress in the pop-up modal. You may close the window at any time, since a confirmation email will be sent once the import is complete.
Once the import is complete, your transactions will appear in the list, sorted by transaction date. These entries will contribute to your business's total revenue and will be reflected in relevant dashboards and reports.
Additionally, if customer details are included in the CSV file, new contacts will be created where necessary, or transactions will be associated with existing contacts based on the provided information.
That's all there is to it! Experience a more efficient transaction management process by utilizing this feature, and check out the other articles in this section to optimize your financial operations.