Doc Summary
What is Transactions & Orders Import? #
GHL now allows businesses to bulk import their past transactions and orders using CSV files. This feature helps consolidate historical financial data into your sub-account, ensuring your dashboards and contact timelines reflect accurate revenue history.
Key Benefits of Importing Transactions & Orders #
Importing allows businesses to maintain clean, centralized financial records. Here’s what you can gain from this feature:
- Easily import historical data from previous platforms.
- Automatically impact revenue dashboards and metrics.
- Create or update customer records with import.
- Separate timestamps for data ingestion vs actual transaction time.
- Simplified preview and validation before upload.
- Built-in format guides and downloadable sample CSVs.
How to Import Transactions #
Importing transactions lets you bring in data that reflects actual payment events, without necessarily creating linked order items.
- Navigate to Payments > Transactions.
- Click the Import button.
- Download the Sample CSV and ensure your data matches the required format.
- Upload your file and review the preview modal for validation.
- Confirm the import.
Note: Transactions impact revenue metrics immediately once added.
How to Import Orders #
Orders represent itemized sales and automatically generate a linked transaction entry.
- Go to Payments > Orders.
- Select Import, then upload a properly formatted CSV.
- Validate your data in the preview.
- Each order record will auto-create a transaction and impact revenue.
Note: Both order and transaction entries will reflect on dashboards and reporting.
CSV File Field Formats #
Understanding the required structure for import ensures your data uploads without errors.
- Field names must be exactly as defined.
- Customer details must be included to match or create contacts.
- Dates for execution and GHL ingestion must be properly set.
Frequently Asked Questions #
Q: Will contacts be duplicated if they’re already in GHL?
No. GHL attempts to match contacts via email or phone before creating new records.
Q: Can I backdate a transaction?
Yes. You can specify the transaction execution date separately from when it’s added to GHL.
Q: What happens if my CSV has errors?
You’ll see a preview highlighting any validation issues before proceeding with import.
Q: Can I import refunds or voided transactions?
Not at this time. Only successful, completed transactions/orders are supported.
Q: Does importing affect revenue tracking?
Yes. Revenue and other financial dashboards update based on your imports.
Next Steps #
- Explore the Revenue Dashboard to confirm data impact.
- Review your Contact timelines for imported activity.
- Setup automated workflows that trigger on new orders or transactions.
