This guide will help you correctly upload your transaction data using the platform's CSV  import feature. Below, you’ll find the required format and explanations for each column in the sample CSV file.

CSV Format Requirements

  • The file must be in .csv format.

  • The column headers must match those in the sample file (see table below).

  • Each row represents a single transaction. 

  • All required fields must be completed accurately to avoid errors. 

CSV Column Descriptions and Examples

Column NameDescriptionExample
Customer First NameFirst name of the customer.John
Customer Last NameLast name of the customer.Doe
Customer EmailCustomer’s email address.john.doe@example.com
Customer PhoneCustomer’s phone number (include country code if available).+14155552671
Currency
ISO currency code for the transaction.
USD
Late Fees
Additional fee due to late payment (if any).
2.00
Tip Amount
Any tip included in the transaction.
5.00
Amount PaidThe final amount the customer paid (can be equal to: Subtotal - Discount + Tax + Tip + Late Fees).105.00
Transaction DateDate the transaction occurred in 'DD/MM/YYYY' format.25/01/2025
Transaction TimeTime of the transaction in HH:MM (12-hour format).12:30 PM
Payment Method
Method used to complete the transaction. Common examples include: Credit Card, PayPal, Cash, ACH.
Credit Card
Payment ProviderThe payment gateway or provider who facilitated the transactionStripe
Address Line 1Address Line 1 of the Buyer's Address4034 Granville Lane
CityCity of the Buyer's AddressSecaucus
StateState of the Buyer's Address
New Jersey
CountryCountry of the Buyer's Address (ISO 2-letter or full name recommended)
United States
Postal CodePostal Code of the Buyer's Address
07094

⚠️ Common Upload Errors to Avoid

  • Missing required fields like Amount Paid, Transaction date, or Customer email.

  • Incorrect date or time formats.

  • Currency not using ISO 3-letter codes (e.g., use USD not $).

  • Invalid email or phone number formats.