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Importing transactions in Business Manager

You can import transactions from another program or system into Business Manager.

Products affected: Business Manager

You can import transactions from another program or system into Business Manager.

  1. Open Business Manager.
  2. Select Transactions > Import Transaction > Import SendSuite Transactions.
  3. Select Select File and browse to the location of the import file.
  4. Select Import.

If the import does not work, refer to the import requirements below.

Business Manager import format requirements

For the requirements of the import format, see Import Format Requirements for Business Manager.

Important: All the fields must be present, including the fees, even if there is no data.

UPDATED: November 04, 2024