Importing Transactions from Excel
To transfer payment history from another system or add transactions in bulk, use the import feature. In “Transactions,” click the upward arrow icon (⬆) in the upper-right corner.
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In the “Import from Excel” window:
- Click “Download Template” to get a file with the correct column structure.
- Fill the template with transaction data.
- Drag the file into the upload area, or click the area and select the file. Supported formats are xls and xlsx, and the maximum file size is 10 MB.
- Click “Import.” The records from the file will appear in the transaction list with “import” shown as their source.
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