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14. Importing Transactions

Importing Transactions Overview

Set up Source Profiles from Import Center or an unrecognized export, then stage, resolve, and review transactions in Bulk Entry before saving.

Common Cents imports everyday transaction exports through the Transaction Import Workspace. It keeps setup for a bank or card export in a reusable Source Profile, then sends only reviewed rows to Bulk Entry.

For older records, use Historical Transaction Import from Import Center. It has its own review and can use the built-in history template for a one-time migration.

Before you start #

  • Turn on Bulk Transaction Entry in Settings > Features.
  • Have a CSV or tab-delimited export ready.
  • Know the Common Cents account that should receive the transactions.

In this section #

The import flow at a glance #

  1. Start an import from Import Center or the Import action in Bulk Entry.
  2. If the workspace recognizes a profile, it stages the rows and asks for a destination account. If it does not, choose Set Up Source Profile to map that same file without leaving the import.
  3. Resolve new merchant groups and review duplicate information.
  4. Review the resulting rows in Bulk Entry, then save when they look right.

Nothing is committed while an import is staged or while it is in Bulk Entry. Closing the workspace discards staged data; saving Bulk Entry creates the transactions.