How Can I Export Transactions?
Here are the steps to export transactions:
- Login to your workspace
- On the left pane, click on "Transactions > All Transactions"
- Search for transactions (more details)
- Customize field display to include columns you want in your export (more details)
- Click on "export matches" on the grey bar
- Click on the download link
Only displayed fields will be exported. There is also a maximum count of 1000 transactions per export.
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Why Can't I Export Activity Results?
Most activity views across the application do not have the ability to export results. You must go to the "All Activity" page to export results. To learn more about exporting activity results, click here.
How Are Duplicate Transactions Prevented?
Duplicate transactions are dangerous because they can cause double-crediting and overpayment of sales incentives. We provide different ways to protect against duplicate transactions. For transactions having been imported with a "Unique ID" field: We ...
Who Can Import, Edit, Or Delete Transactions?
Only full admins can import, update, or delete transactions. Limited admins cannot import, update, or delete transactions. You can also hide transactions from limited admins by editing workspace security settings. To learn more about different roles, ...
How Many Transactions Can I Have?
We will store the most recent 100,000 transactions for every workspace. Once this limit has been reached, transactions will be deleted (permanently) - starting with the oldest ones. If this is an issue, please contact our support team to request ...
How Can I Bulk-Delete Transactions?
Here are the steps to bulk-delete transactions: Login to your workspace On the left pane, click on "Transactions > All Transactions" Search for transactions This searches all mapped fields For advanced searches (recommended for deletions) Click on ...