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Importing transactions

Your trading partner can give you access to import your own transactions via Collaborator, allowing your agreement earnings to be calculated based on your own transaction data.

How to access the transactions import

To navigate to the transactions import:

Step 1: Within Collaborator, under Your partners, click on the partner you wish to import transactions for.

Step 2: Click on the Import transactions button in the Transactions tile.

If you are unable to see this button, please reach out to our support team here.

Navigating to import transactions via Collaborator

If your trading partner uses more than one currency, you will first be asked to select the currency code of the transactions you are importing. Click on the Currency code box, select your currency, then click the Next button in the lower right corner to proceed to the Download step.

Within the transactions import, you will then be able to:

  1. Download a template for your transactions file;
  2. Upload your completed transactions template;
  3. Complete validation of the transactions before import; and
  4. Review your transactions and submit the file for import.
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