How to import transactions?

Import transactions from .CSV to GoodBricks.

Prepare your .CSV file before you begin. Mandatory fields need to be filled in.

Column Header	Description
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).
email	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 #.
addressCity	Customer/Donor City.
addressState	Customer/Donor State.
addressZipCode	Customer/Donor Zipcode.
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.