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Importing transactions

New imports of data can be started by clicking the 'Import transactions' button. This can be accessed one of two ways, shown below.


N.B. If you are listed as a collaborator for more than one trading partner in a Trading Programs tenant, you will also have to select who you are importing on behalf of.

Within the import transactions area, you will have the ability to:

  1. Download a template CSV file.
  2. Upload a CSV file containing the transactional data.
  3. View a summary of the data within the uploaded file.
  4. Confirm the import of the transactional data file.

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