Payments · 1 min read
Import Transactions from a CSV File
You can import past payment records with a CSV file.
File rules
- Save the file as .csv.
- Use the column headers from the sample file, exactly as written.
- One row per transaction.
- Fill in every required field with valid data.
- Avoid extra spaces, symbols, and special formatting.
Common columns
- Customer first name, last name, email
- Transaction ID and date
- Amount and currency
- Status, such as succeeded or refunded
- Payment method and provider
- Product or description
Import
- Go to Payments > Transactions and click Import.
- Download the sample file and fill it in.
- Upload your file, review the preview, and confirm.
Common errors
- Dates or amounts in the wrong format
- Currency symbols in the amount column
- Headers that don't match the sample