Import Payments
This guide will help you import payments in bulk using CSV files. You can import either one-time or recurring payments, each with specific payment methods such as EFT Debit Orders and DebiCheck. The process varies slightly depending on the payment method you choose, as each method requires a different import template.
In this guide, you’ll learn how to:
Import recurring EFT Debit Orders
Import recurring DebiChecks
Let’s get started with the process of importing payments!
Navigate to your Payment type
Choose whether you want to import One-time or Recurring payments.
It is important to choose the correct payment type as each template requires different fields specific to that payment type.
Select Payment Method
Select your preferred payment method.
It is important to choose the correct payment method as each template requires different fields specific to that payment method.
Note: A green note will be visible to remind you of the payment type you're importing.
Download and Prepare the CSV Template
To ensure a successful import, you must use the provided template which is downloadable in step 1. The template includes all the available fields that are importable for that payment type and that payment method.
Note: It is important to note that there are validations on certain fields, and only certain inputs will be accepted. Please refer to the
Upload and Import the CSV File
Once your CSV file is ready:
Click the “Choose file” button.
Select the prepared CSV file.
Click “Import Payments” to proceed.
Before any imports are completed, you will have a chance to review the imported data. No invalid data will be imported.
Additional Notes
Ensure that the file format remains CSV (.csv).
If an error occurs, review your file based on the system error messages and try again.
If you experience issues, contact support for further assistance.
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