Import records & transactions using .CSV files

When using an accounting system that we do not have a direct integration with, utilize our Import feature using .CSV files.

Important Note: If you sync with an accounting software, we highly suggest not manually importing records & transactions via CSV into PayMaker, unless they do not exist in your accounting software at all, to avoid duplicates and sync errors

  1. Click Settings
  2. Click Import / Export
  3. Click Import next to the type of record being imported
  4. Click Browse
  5. Select the .CSV file to import
  6. Click Upload
    • This will lead to the Import Preview page where the information to be imported will be displayed
      • Action column: Create vs Update
      • Create: There is no matching record, this line item will be created as a new record
      • Update: There is a matching record, this line item will update the existing record
    • If the file selected is unable to be uploaded due to errors in the formatting or missing information, there will be an error message
  7. Review and correct any errors
  8. Click Import
    • The Import History page will be displayed
      • This page provides details about the import process, including the time of the import and whether the information was imported successfully
  9. If the Import says Failed in the Status column, click View in the Action column to see more details about why the import failed
    • Download the error report, correct any errors in the import file, and try the import again, if needed

Things to know

  • The user permissions required for importing data is Sync with Accounting System plus the corresponding permission for the object