Import Transactions CSV File - Field formats

Updated January 16, 20261 min read

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 Name	Description	Example
Customer First Name	First name of the customer.	John
Customer Last Name	Last name of the customer.	Doe
Customer Email	Customer’s email address.	[email protected]
Customer Phone	Customer’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 Paid	The final amount the customer paid (can be equal to: Subtotal - Discount + Tax + Tip + Late Fees).	105.00
Transaction Date	Date the transaction occurred in 'DD/MM/YYYY' format.	25/01/2025
Transaction Time	Time 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 Provider	The payment gateway or provider who facilitated the transaction	Stripe
Address Line 1	Address Line 1 of the Buyer's Address	4034 Granville Lane
City	City of the Buyer's Address	Secaucus
State	State of the Buyer's Address	New Jersey
Country	Country of the Buyer's Address (ISO 2-letter or full name recommended)	United States
Postal Code	Postal 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.

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Import Transactions CSV File - Field formats

CSV Format Requirements

CSV Column Descriptions and Examples

⚠️ Common Upload Errors to Avoid

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