To import past transactions into your pipeline, follow these simple steps:
- Navigate to your Pipeline > Transaction page
- Click Import
- Click Download Template (or download the transaction template HERE)
- Copy and paste transaction data into the appropriate columns in the pipeline transaction template.
- NOTE: If you purchased the one-time Training & Setup ($49.95) package, we will review your file and upload the data to your account once we have verified all the data is accurate.
- After you have copied and saved your data into the pipeline transaction template, and if you did not purchase the Training & Setup package, click Import Transaction.
- Locate the file on your computer.