Adaptive AI Knowledge Base
Commerce & Payments
This article will show you how to import historical transactions and orders into your Adaptive AI sub-account using CSV files. This allows businesses to centralize financial data from external platforms, keep dashboards accurate, and manage revenue reporting with ease.
What is Transactions & Orders Import?
Adaptive AI now allows businesses to bulk import their past transactions and orders using CSV files. This feature helps consolidate historical financial data into your sub-account, ensuring your dashboards and contact timelines reflect accurate revenue history.
Key Benefits of Importing Transactions & Orders
Importing allows businesses to maintain clean, centralized financial records. Here’s what you can gain from this feature:
- Easily import historical data from previous platforms.
- Automatically impact revenue dashboards and metrics.
- Create or update customer records with import.
- Separate timestamps for data ingestion vs actual transaction time.
- Simplified preview and validation before upload.
- Built-in format guides and downloadable sample CSVs.
How to Import Transactions
Importing transactions lets you bring in data that reflects actual payment events, without necessarily creating linked order items.
- 1Navigate to Payments > Transactions.
- 2Click the Import button.
- 3Download the Sample CSV and ensure your data matches the required format.
- 4Upload your file and review the preview modal for validation.
- 5Confirm the import.
How to Import Orders
Orders represent itemized sales and automatically generate a linked transaction entry.
- 1Go to Payments > Orders.
- 2Select Import, then upload a properly formatted CSV.
- 3Validate your data in the preview.
- 4Each order record will auto-create a transaction and impact revenue.
CSV File Field Formats
Understanding the required structure for import ensures your data uploads without errors.
- Field names must be exactly as defined.
- Customer details must be included to match or create contacts.
- Dates for execution and Adaptive AI ingestion must be properly set.
Frequently Asked Questions
Q: Will contacts be duplicated if they're already in Adaptive AI? No. Adaptive AI attempts to match contacts via email or phone before creating new records.
Q: Can I backdate a transaction? Yes. You can specify the transaction execution date separately from when it’s added to Adaptive AI.
Q: What happens if my CSV has errors? You’ll see a preview highlighting any validation issues before proceeding with import.
Q: Can I import refunds or voided transactions? Not at this time. Only successful, completed transactions/orders are supported.
Q: Does importing affect revenue tracking? Yes. Revenue and other financial dashboards update based on your imports.
- Explore the Revenue Dashboard to confirm data impact.
- Review your Contact timelines for imported activity.
- Setup automated workflows that trigger on new orders or transactions.