Import Transactions and Orders via CSV

Bring historical payment records into Vendi Today by uploading a CSV — useful when migrating off another platform or consolidating financial history from multiple sources.

Import transactions

1. Go to Payments > Transactions and click Import.
2. Download the sample CSV to match the required format.
3. Upload your prepared file.
4. Review the preview and confirm.

Import orders

1. Go to Payments > Orders and select Import.
2. Upload your CSV.
3. Validate the data in the preview screen before confirming.

How it works

• Customers are automatically matched to existing contacts, or new contacts are created, based on email or phone number.
• You can backdate historical transactions, with separate fields for when the transaction actually happened and when it's being entered into the system.
• Data is validated before upload, with errors highlighted so you can fix them before importing.
• Orders you import automatically generate their linked transaction entries.
• Your revenue dashboards update immediately once the import completes.

Limitation

This tool only supports importing completed, successful transactions — refunds and voided transactions can't be imported this way.