Purple Sky Accounting US

Import transactions via CSV

Import your customers' existing transactions from your database using Rotessa's CSV import. First, download the import template and format your data according to our specific headings to import the data correctly.

Drop file here or click to upload.

Import transactions via CSV

When importing transactions from CSV:

  1. Select Download transaction import template to download the transaction import template (CSV) and open the template in a spreadsheet program.
  2. Enter the appropriate information under each header on the template for a transaction.
  3. Save the file as a CSV.
  4. Upload the file into the field above.