PSA L&P - Process: How to import transactions and troubleshoot issues

How to import transactions and troubleshoot issues

The Process menu has these options for import:

 

If you are having issues importing:

Look for odd characters such as apostrophes in names.  Excel reads anything with an apostrophe as a text field.

You can always try downloading a "fresh" export file, then copy and paste the information from the file you are having trouble importing.  Often, doing this gets rid of format issues that are hard to identify and permits you to import without errors.

 


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