Uploading transaction data via CSV allows you to quickly import large volumes of payment records into your system. Using the correct format ensures your data is processed accurately and prevents common import errors.

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CSV Format Requirements


Using the correct file structure is essential for a successful upload. Each column must match the expected format so the system can correctly map and process your data.

  • The file must be saved in .csv format

  • Column headers must exactly match the required field names

  • Each row should represent one transaction

  • All required fields must contain valid data

  • Avoid extra spaces, symbols, or unsupported formatting

Required Transaction Fields Explained


Each column in your CSV represents a specific part of a transaction. Providing accurate data ensures proper record creation and reporting.

  • Customer First Name / Last Name: Identifies the customer associated with the transaction

  • Customer Email: Used for contact identification and communication

  • Customer Phone: Include country code for accuracy

  • Currency: Must use standard 3-letter codes (e.g., USD, EUR)

  • Amount Paid: Final amount collected from the customer

  • Transaction Date & Time: Indicates when the payment occurred

  • Payment Method: Specifies how the payment was made (e.g., card, cash)

  • Payment Provider: Identifies the payment processor used

  • Address Fields: Capture billing or customer location details


Optional fields such as taxes, discounts, tips, and item details can be included to provide deeper transaction insights.

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Shows a sample table of all supported CSV columns including customer details, payment data, and address fields. Use this as a reference to structure your file correctly before uploading.

Common Upload Errors to Avoid


Incorrect formatting is the most common reason for failed imports. Reviewing your file before uploading can save time and prevent data issues.

  • Missing required fields such as Amount Paid, Transaction Date, or Customer Email

  • Incorrect date or time formats

  • Using symbols instead of ISO currency codes (e.g., $ instead of USD)

  • Invalid email or phone number formats

  • Mismatched or misspelled column headers

Tips for Successful Imports


A few simple checks can ensure your CSV uploads without issues and your data remains accurate.

  • Double-check column headers before uploading

  • Keep formatting consistent across all rows

  • Use a spreadsheet tool to validate data before export

  • Test with a small file before importing large datasets

Frequently Asked Questions


Q: Can I upload multiple transactions at once?

Yes, each row represents a transaction, so you can upload multiple records in a single file.


Q: What happens if required fields are missing?

The file may fail to upload or skip invalid rows depending on the issue.


Q: Can I include additional fields not listed?

Only supported fields will be processed. Extra columns may be ignored.


Q: What format should dates be in?

Use a consistent format such as DD/MM/YYYY or MM/DD/YYYY based on your system settings.


Q: Can I update existing transactions using CSV?

This depends on system behavior. Typically, CSV import creates new records unless specified otherwise.

Need Help?


If your CSV file isn’t uploading or you’re unsure about formatting, reach out to support or review your file against the sample structure to identify any issues.