Add or Import Transactions

In this article, you will learn how to add or import transactions.

The Add or Import Transactions section allows you to record transactions in the system manually or in bulk. This feature is useful when:

• Importing historical transactions from external systems,

• Adding test transactions for debugging or demo purposes,

• Re-importing corrected data,

• Or matching existing transactions with members after import.

All added or imported transactions will appear in the List of Transactions view.

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Adding or importing a transaction

From the Transactions → List of Transactions view, click the Add transaction button.

A dropdown menu will appear with the following options:

Option	Description
Add transaction manually	Create a single transaction directly from the Admin Panel.
Import matches	Upload a file containing existing transactions and matched members.
Import transactions	Bulk import new transactions from an external system.
Match transaction with a member	Link already imported transactions with members.

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➕ Add transaction manually

Use this option to create a single transaction directly from the admin interface.

You’ll be asked to provide:

Field	Description
Document number*	Unique transaction ID (e.g., invoice number).
Document type*	Type of transaction (Purchase, Return).
Document date*	Date and time of the transaction.
Channel*	Select from the available transaction channels.
Transaction value*	Monetary value of the transaction.
Customer data	Member identifiers (email, phone, loyalty card number).
Products	Optional: add items purchased, including name, SKU, quantity, and value.
Custom attributes	Optional: any additional fields specific to your integration.

After entering all required information, click Add transaction.

💡 Note: If the transaction matches a member, points and achievements will be assigned automatically according to the active campaigns.

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📥 Import transactions

This option lets you upload a file with multiple transactions.

Supported formats

• XML, JSON

• Maximum file size: 100 MB

To find out more about the import file and how to create an import file, please refer to the article below:

Sample Import Files

Import process

1. Click Import transactions

2. Select the file

3. Confirm import

Once uploaded, the system validates the file and adds transactions to the database. If validation fails, you’ll see detailed error messages describing incorrect or missing fields.

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Best practices

• Always include a channel identifier in imports to avoid data ambiguity.

• Keep document numbers unique per source system.

• Verify that your member data (emails, phone numbers, card numbers) exist in the system before import.

• Use test imports on smaller files to confirm the format.

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Next steps

➡️ Continue to Matching Transactions with Members to learn how to automatically link transactions with members using identifiers.