Import Transactions and Orders using CSV files

This guide explains how to bring your historical transaction and order data into your CRM by uploading CSV files. Centralizing this financial information ensures your dashboards and reports accurately reflect your complete revenue history.

Overview of Transactions & Orders Import

The import feature allows you to bulk upload past financial records from other systems into your CRM. This consolidates your data, making sure your revenue dashboards and individual contact profiles show a full and accurate financial picture.

Key Benefits

Importing your data offers several advantages for managing your financial records:

• Easily migrate historical data from previous platforms you've used.
• Automatically update revenue dashboards and key performance metrics.
• Create new contact records or update existing ones during the import process.
• Specify separate timestamps for when a transaction occurred and when it is added to the CRM.
• Preview and validate your data for errors before the final upload.
• Access built-in formatting guides and downloadable sample CSV files.

How to Import Transactions

Transactions represent payment events. You can import them independently without needing to define specific order items.

1. Navigate to the Payments section and select Transactions.
2. Click the Import button.
3. Download the provided sample CSV file and format your data to match the required structure.
4. Upload your file and carefully review the data preview for any validation issues.
5. Confirm the import to complete the process.

Note: Once imported, transactions will immediately affect your revenue metrics.

How to Import Orders

Orders represent itemized sales. Importing an order will automatically generate a corresponding transaction record.

1. Go to Payments and select Orders.
2. Click Import and upload your correctly formatted CSV file.
3. Validate the data in the preview screen.
4. Complete the import.

Note: Both the order and its automatically created transaction will appear in your dashboards and reports.

CSV File Format Requirements

To ensure a successful upload, your CSV file must adhere to the required format.

• Use the exact field names as specified in the sample files.
• Include customer details (like email or phone number) so the system can match or create contact records.
• Set the dates correctly, distinguishing between the date the transaction was executed and the date it is being imported.

Frequently Asked Questions

Q: Will this create duplicate contacts if they already exist?
A: No. The system will attempt to match contacts using email or phone number before creating a new record.

Q: Can I set a past date for a transaction?
A: Yes. You can specify the original transaction date separately from the import date.

Q: What if my CSV file has errors?
A: The preview screen will highlight any validation issues, allowing you to correct them before proceeding.

Q: Can I import refunds or cancelled transactions?
A: Currently, the import feature only supports successful, completed transactions and orders.

Q: Does importing affect my revenue tracking?
A: Yes. Your revenue and other financial dashboards will update based on the imported data.

Next Steps

• Check your Revenue Dashboard to see the impact of the imported data.
• Review individual Contact timelines to view the newly added activity.
• Set up automated workflows that can trigger based on new orders or transactions.