# 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.

***

### Adding or importing a transaction

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

<figure><img src="/files/c9iYAvfBsgF238zMQBft" alt=""><figcaption></figcaption></figure>

A dropdown menu will appear with the following options:

<table><thead><tr><th width="293">Option</th><th>Description</th></tr></thead><tbody><tr><td><strong>Add transaction manually</strong></td><td>Create a single transaction directly from the Admin Panel.</td></tr><tr><td><strong>Import matches</strong></td><td>Upload a file containing existing transactions and matched members.</td></tr><tr><td><strong>Import transactions</strong></td><td>Bulk import new transactions from an external system.</td></tr><tr><td><strong>Match transaction with a member</strong></td><td>Link already imported transactions with members.</td></tr></tbody></table>

***

### ➕ Add transaction manually

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

<figure><img src="/files/VVZRoFnn6fWar2xrEjlz" alt=""><figcaption></figcaption></figure>

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**.

{% hint style="info" %}
💡 **Note:** If the transaction matches a member, points and achievements will be assigned automatically according to the active campaigns.
{% endhint %}

***

### 📥 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:

{% content-ref url="/pages/-MZBtStiJdMqbAd-5BMa" %}
[Sample Import Files](/main-features/imports-exports/imports/sample-import-files.md)
{% endcontent-ref %}

#### Import process

1. Click **Import transactions**
2. Select the file
3. Confirm import

<figure><img src="/files/Vli8rH6bzYvUujZmSyi8" alt=""><figcaption></figcaption></figure>

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.

***

#### 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.

***

#### Next steps

➡️ Continue to [Matching Transactions with Members](/main-features/transactions/matching-transactions.md) to learn how to automatically link transactions with members using identifiers.


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