Import Transactions and Orders using CSV files
This article will show you how to import historical transactions and orders into your GHL Customer Care sub-account using CSV files. This allows businesses to…
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
On this page
This article will show you how to import historical transactions and orders into your GHL Customer Care sub-account using CSV files. This allows businesses to centralize financial data from external platforms, keep dashboards accurate, and manage revenue reporting with ease.
TABLE OF CONTENTS
- What is Transactions & Orders Import?
- Key Benefits of Importing Transactions & Orders
- How to Import Transactions
- How to Import Orders
- CSV File Field Formats
- Frequently Asked Questions
- Next Steps
What is Transactions & Orders Import?
GHL Customer Care 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 toPayments > Transactions.
Click theImportbutton.
Download theSample CSVand ensure your data matches the required format.
Upload your file and review thepreview modalfor validation.
Confirm the import.
Step 5 of 5: Confirm the import What this shows Step 5 of 5: Confirm the import. What this shows Shows how to confirm for step 5 of 5 in the "How to Import Transactions" section of "Import Transactions and Orders using CSV files". This screenshot accompanies step 5 of 5 in the "How to Import Transactions" section of "Import Transactions and Orders using CSV files". At this point in the walkthrough you confirm the import. For context, this section explains: Importing transactions lets you bring in data that reflects actual payment events, without necessarily creating linked order items. The navigation path used here is Payments > Transactions. How to confirmConfirm the import. Buttons and menus referenced Payments > TransactionsImportSample CSVpreview modalAll 5 steps in this procedure
- 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. this image
Note:Transactions impact revenue metrics immediately once added.
How to Import Orders
Orders represent itemized sales and automatically generate a linked transaction entry.
Go toPayments > Orders.
SelectImport, then upload a properly formatted CSV.
Validate your data in the preview.
Each order record will auto-create a transaction and impact revenue.
Step 4 of 4: Each order record will auto-create a transaction and impact revenue What this shows Step 4 of 4: Each order record will auto-create a transaction and impact revenue. What this shows Shows what this covers for step 4 of 4 in the "How to Import Orders" section of "Import Transactions and Orders using CSV files". This screenshot accompanies step 4 of 4 in the "How to Import Orders" section of "Import Transactions and Orders using CSV files". At this point in the walkthrough you each order record will auto-create a transaction and impact revenue. The navigation path used here is Payments > Orders. What this coversEach order record will auto-create a transaction and impact revenue. Buttons and menus referenced Payments > OrdersImportAll 4 steps in this procedure
- 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. this image
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 beexactlyas defined.
Customer details must be included to match or create contacts.
Dates for execution and GHL Customer Care ingestion must be properly set.
Frequently Asked Questions
Q: Will contacts be duplicated if they're already in GHL Customer Care?
No. GHL Customer Care 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 Customer Care.
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.
Was this guide helpful?