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How to import Payments or export to Excel
How to import Payments or export to Excel
Maria avatar
Written by Maria
Updated over a month ago


How to import Payments or export to Excel

2. Click "Money" in "Finances" menu

3. Click "Payments Received"

4. Click "Export to Excel" to invoke export menu

5. Here you can "Export to Excel" without grouping

6. Or grouped by Brand

7. To import Payments, click "Import Payments"

8. Choose a file to import from (remember you need it to be in .csv format!)

9. Adjust Categories settings if you need:

10. Match columns in your .csv file with Payment object fields:

11. Click "Import Data" when you are done


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