Import Transactions & Orders using CSV
Centralizing your financial information is key to ensuring your business is running smoothly. And what better way to add your previous Transaction or Order information than CSV importing? This new feature makes it possible.
⭐️Why Is This Feature Beneficial To Your Company?
Accurate Data: Historical data helps you create a complete picture of your financial activity, ensuring accurate reporting and making informed decisions.
Customer Satisfaction: This added information lets you easily follow up with customers, setting the foundations for long-term relationships and personalized offers that maximize your revenue.
Simplified Conciliation: This simplifies dealing with any order-related inquiries or accounting, providing a clear view of your balance, liabilities, and inventory levels.
⭐️How To Import Transactions & Orders using CSV?
First, navigate to the Transactions or Orders tab inside the Payments section and click Import as CSV.
Download the sample CSV to ensure your information is properly formatted.
Upload your CSV file, then click “Upload & Preview.”
Review the information and click Import.
The system will process your upload, adding it to the system and notifying you with an email upon completion. This will update your reporting and add the information to the corresponding contact, creating a new one if the person was not added previously.
