CSV Upload

Summary

How to Manage Manual CSV Uploads 2430x1712

When to Use This

Use this process when you need to bulk upload transactions manually rather than through an automated API or e-commerce integration.

Step-by-Step Instructions

1. From the dashboard, navigate to Integrations in the left sidebar.
2. Click on + Add Connection.
3. Locate and select the CSV Upload option.
4. Click + Add on the right side of the screen.
5. Enter a Name for your connection (e.g., Manual CSV Upload).
6. Set the Tax Information Code (TIC) and click Finish Setup.
7. Once created, click the Go Live button to activate the connection.
8. Next, navigate to the Upload Center from the left sidebar.
9. Click Upload Transactions.
10. Select the newly created CSV connection from the dropdown menu and click Next.
11. You can now download the CSV template or proceed to upload your prepared file.

Common Questions

Do I need to go live before uploading? Yes, the connection must be set to 'Live' before you can select it in the Upload Center.

Troubleshooting Tips

Cannot find connection in Upload Center: Ensure you have completed the setup and clicked the 'Go Live' button on the integration details page.

Upload errors: Make sure your CSV file exactly matches the required formatting of the provided template.