How Can I Import Transactions?

How Can I Import Transactions?


For programmatic import options, click here.

You can use the following methods to add transactions:
  • Manually or automatically from CSV files
    • Manually upload CSV files containing sales transactions
    • Automatically by having us fetch CSV files from FTP sites
  • Manually or automatically from SalesForce, Dynamics CRM, HubSpot, QuickBooks, QuickBooks, Stripe
    • Specify any CRM view and we will ingest the data
    • Choose whether to import transactions once, or make the import automatic (recurrent)
  • Manually or automatically from any Sales or Accounting System via a Web Endpoint
    • A Web Endpoint is a secure web page you implement, allowing us to fetch sales transactions from any sales / accounting system
    • Choose whether to import transactions once, or make the import automatic (recurrent)

Here are the steps to add transactions:
  • Login to your workspace
  • On the left pane, click on "Transactions > Add Transactions"
  • Select the type of import you want (ex: CSV, SalesForce, etc.)
  • Provide requested data
    • CSV file - upload your CSV file
    • SalesForce - enter a CRM query / view name 
    • Dynamics CRM - enter a CRM query / view name
    • HubSpot - select a record type
    • QuickBooks - select a record type
    • Stripe - select a record type
    • Web Endpoints - no additional data required
    • FTP website - enter a file path
  • Decide if you want to make the import a one-time action, or automated (recurring)
    • Learn more about automated imports here
  • Wait for the analysis to complete
    • Wait for sample data retrieval and analysis to complete
    • This operation typically takes from 10 seconds to 3 minutes
  • Carefully review proposed data mappings
    • Update mappings as needed (a guess is provided)
    • Your mappings will be remembered for your next import
  • Finalize the operation
    • Transactions will be added to your workspace
    • This is done as a background job

To learn more about the meaning of "transaction", click here.
To learn more about why importing transactions is needed, click here.
To learn more about connections, click here.

Import Duration
Importing transactions is quite fast, but not instant as the data must be analyzed and indexed. Transaction import essentially runs as a background job.

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