Import transactions from .CSV to GoodBricks.
Prepare your .CSV file before you begin. Mandatory fields need to be filled in.
|transaction_ID||This should be a unique number that uniquely identifies this transaction(Mandatory).|
|transactionDate||Date of transaction, all the rows should be in following format mm/dd/yyyy (Mandatory).|
|categoryName||Slug of the category that you would like transaction to be classified under (Mandatory).|
|categoryAmount||Amount of transaction, remove all symbols in the amount field, for example, currency sign or comma etc. (Mandatory)|
|name||Customer/Donor First and Last Name (Mandatory).|
|Customer/Donor email address (Mandatory), if no email address is entered then it will default to your organization email address.|
|phone||Customer/Donor phone number.|
|addressStreet||Customer/Donor Street Address|
|addressApt||Customer/Donor Apt/Suite #.|
|referenceId||Any other identifying information for example check number, paypal etc|
|notes||Any notes associated with the transaction.|
Now that you’ve prepared your .CSV file, you can import transactions from the .CSV file to GoodBricks.