Import Transactions & Orders into Topline OS using CSV files

What's New

• Businesses can now import historical orders and transactions in their Topline OS accounts from any of their other or past used platforms.

• Respective transactions or orders file needs to be in csv format.

• In case of transactions, after validations and showcasing a preview, the transactions would be imported into the system.

• These transactions would also impact the total revenue done by the business and dashboards related to the same.

• In case of orders, along with a record for every order in the CSV, against every order a linked transaction record would also be created in Topline OS.

• These order based transactions would also impact the revenue and respective dashboards.

• Since customer details are also added on the csv files, either new contacts would be created or existing contacts would see these transactions/orders.

• Two separate dates would be maintained in the system - when the transaction is added to Topline OS vs when the transaction was executed.

• Help docs linking where all the field formats are explained along with samples is available on each modal along with the sample csv download.'

How It Works

• Revenue > Orders

• Revenue > Transactions

Flow for Orders Import:

1. Navigate to Revenue > Orders > Import as CSV.

2. Select CSV file.

3. Upload CSV file.

4. Preview your first order > Import.

5. Your request to import orders as CSVs is successful.

6. Import Order.

Flow for Transactions Import:

1. Navigate to Revenue > Transactions > Import as CSV.

2. Upload a CSV file.

3. Preview your first order > Import Transactions.

4. Import Transactions is successful.

5. Transactions CSV file.