Import Transactions with Uploaded CSV or XLSX file - Aidium

Managing your own Transaction Imports can be completed in a matter of just a few steps and a little bit of organization ahead of time.

A CSV file or 'comma-separated value' file is an easy to export and import file type that is standard for nearly all systems to understand. While an XLSX file is standard as modern Excel files. You can easily export from many other systems to these file type, as well as, Microsoft Excel, Apple Numbers, Google Sheets and many other applications or services. With most spreadsheet programs, a CVS or XLSX can be obtained by 'downloading', 'exporting' or 'saving' as CSV or XLSX respectively.

• Importing walk-through
• Contact Fields available

It may be helpful to start with this Transaction/Loan Import Template: Download Here

Importing Walk-Through

1. In the Transactions section, look for the button on the upper-right with three vertical dots - Click it and choose, "Upload CSV".
   
   
2. Next, the screen will be taken over by the Transaction Import function. At any point, you can click the 'X' in the upper-right corner to return back to the Transactions section. If you exit or refresh your browser at any point in the process, you can return to the step you were at by repeating Step 1 above.
   
   
3. From this point, you can either drag-and-drop your file into the browser, or you can click the 'Select file' button to add a file using the normal file manager (File Explorer on Windows, Finder on Mac). See the below animated GIF showing both methods of uploading.
   
   
4. After a successful upload, you will see a preview of your uploaded document. If your uploaded document does not have a row for Header showing what each column title is, click the link, 'Skip and use alphabets as headers'. If you do have a row for Header, click the 'Continue' button, in blue.
   
   
5. If you have a row for Headers, the system will attempt to automatically match to the corresponding Transaction Field. If you do not have a row for Headers, you will have to select each columns corresponding Transaction Field. You can hover over each to preview the data (preview displayed at right side of screen) to make an informed decision. When all fields have been specified, click 'Continue' button, in blue. See animated GIF below.
   
   
   
   
6. Once you are satisfied with the contact field mappings, click the 'Continue' button at bottom, in Blue. This will take you to the final import step - "Review and finalize". In this step, it will display any errors that would keep a new contact from being generated. You can also directly edit any fields before submitting for the final import. In the animated GIF below, we will show a single phone# error and how to remedy.
   
   Be sure to click the 'Submit' button when you receive the success message!
   
   
7. Once the process is complete (depends on how many Transactions are imported and a number of other factors), you will be returned to the Transactions section where you can now find the imported Transactions. If there are errors from the import, you will be notified and given the opportunity to review those errors. Look for the 'Rejected' section on the final Import Success review screen.

Transaction Fields Available - Linking/Mapping columns to appropriate transaction fields

There are may be times when a column name doesn't match-up automatically with an appropriate contact field, -or- there may not be column names on the document. Here, we will demonstrate how to match those missing field mappings.

1. Using the same import document (CSV) as previously used, but without column names, we will click on, 'Skip and use alphabets as headers'.
   
   
2. The next screen will appear similar as a normal import, but now, we must choose the fields to map each data-set to. For the most part, these should be very intuitive. In the below animated GIF, we will show how to link/map each data column to their corresponding contact field.
   
   Hover over each Column or corresponding field drop-down to load a preview the data contained within each column of the spreadsheet you uploaded. When all necessary fields are mapped, click the blue 'Continue' button in the lower-right.
   
   
3. To view the next steps in importing, click here to jump to the previous section.