{"id":579,"date":"2016-09-12T08:17:00","date_gmt":"2016-09-12T08:17:00","guid":{"rendered":"http:\/\/www.clubtreasurer.com\/blog\/?page_id=579"},"modified":"2026-04-07T09:48:33","modified_gmt":"2026-04-07T08:48:33","slug":"transaction-import","status":"publish","type":"page","link":"https:\/\/clubtreasurer.com\/blog\/transaction-import\/","title":{"rendered":"Importing Transactions"},"content":{"rendered":"\n<h4 class=\"wp-block-heading\">Clubtreasurer&#8217;s&nbsp;<strong>Transaction Import<\/strong> feature allows you to upload transactions from your bank statements or online payment systems to quickly create multiple Receipts &amp; Payment transactions.<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>This feature is widely used by Clubtreasurer users for its powerful time-saving benefits and it is highly recommend to become familiar with the process.<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a data-type=\"internal\" data-id=\"#ov\" href=\"#ov\">Transaction Import &#8211; Overview Tutorial<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"#stdImport\" type=\"internal\" id=\"#stdImport\">Standard Import<\/a><\/li>\n\n\n\n<li><a href=\"#advImport\">Advanced Import<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#map\" href=\"#map\">Mapping Import Columns<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#autoMatch\" href=\"#autoMatch\">Automatching Options<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#paymentSystem\" href=\"#paymentSystem\">Importing Data from Online Payment Systems<\/a><\/li>\n\n\n\n<li><a data-type=\"internal\" data-id=\"#otherStuff\" href=\"#otherStuff\">Other stuff<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"#split\">How to split &amp; copy lines during Import Transaction<\/a><\/li>\n\n\n\n<li><a href=\"#convert\">How to Convert Imported Receipt\/Payments to Transfers<\/a> <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"ov\">Transaction Import &#8211; Overview Tutorial<\/h2>\n\n\n\n<p>The tutorials below provide a step-by-step guide for running a Transaction Import from a Bank Statement. These tutorials are essential for anyone planning to use this feature.<\/p>\n\n\n\n<p>Additionally, if you need to import transactions from online payment systems like PayPal, SumUp, or GoCardless, please watch the \u201c<strong>Importing Data from Online Payment Systems<\/strong>\u201d video.<\/p>\n\n\n\n<p>The Transaction Import feature comes in two versions: <strong>Standard<\/strong> and <strong>Advanced<\/strong>:<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"stdImport\">Standard Transaction Import<\/h2>\n\n\n\n<p>The <strong>Standard Transaction Import<\/strong> feature allows you to easily upload transactions from bank statements or online payment systems, creating multiple Receipt and Payment entries in one streamlined process. This highly automated feature is suitable for most organisations, and we recommend that new users begin with the Standard version.<\/p>\n\n\n\n<p><iframe src=\"https:\/\/docs.google.com\/presentation\/d\/e\/2PACX-1vTz5WFmUWqIjWQdvsG619Qbw3f2avhuTwa9WLFNkRCBELUzREw_Ik9LWL9QrImLFocU8-5LFtpjedlK\/embed?start=false&amp;loop=false&amp;delayms=3000\" frameborder=\"0\" width=\"960\" height=\"569\" allowfullscreen=\"true\" mozallowfullscreen=\"true\" webkitallowfullscreen=\"true\"><\/iframe><\/p>\n\n\n\n<p class=\"has-text-align-center\"><em>Click the the 3-dots icon to expand (Enter full screen). Use Space bar or Enter to move slides.<\/em><\/p>\n\n\n\n<div class=\"wp-block-group has-nv-light-bg-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-vertical is-content-justification-center is-layout-flex wp-container-core-group-is-layout-0472769e wp-block-group-is-layout-flex\" style=\"border-width:2px\">\n<h4 class=\"wp-block-heading has-text-align-center\">Standard Transaction Import &#8211; Source Data Keyword &amp; Mapping Guide<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large has-custom-border\"><img data-opt-id=731724451  fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:1024\/h:576\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2025\/05\/Screenshot-2025-05-20-at-11.10.27.png\" alt=\"\" class=\"wp-image-3428\" style=\"border-width:2px\" srcset=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:1024\/h:576\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2025\/05\/Screenshot-2025-05-20-at-11.10.27.png 1024w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:300\/h:169\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2025\/05\/Screenshot-2025-05-20-at-11.10.27.png 300w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:768\/h:432\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2025\/05\/Screenshot-2025-05-20-at-11.10.27.png 768w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:1536\/h:864\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2025\/05\/Screenshot-2025-05-20-at-11.10.27.png 1536w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:1920\/h:1080\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2025\/05\/Screenshot-2025-05-20-at-11.10.27.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p><\/p>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:42px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"advImport\">Advanced Transaction Import*<\/h2>\n\n\n\n<p>In certain cases the <strong>Advanced Transaction Import<\/strong> process may be more appropriate. The Advanced Transaction Import provides additional options and, significantly, allows you to manually map your source data columns to specific Clubtreasurer fields, rather than relying on the automatic mapping algorithm.<\/p>\n\n\n\n<p><strong>The Advanced option is recommended for the following situations:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>The system is unable to accurately identify and match your source data columns<\/strong><\/li>\n\n\n\n<li><strong>The first row of your source data does not contain column headings<\/strong><\/li>\n\n\n\n<li><strong>You are importing online payment data that requires two separate import runs to create Receipt\/Payment batches with distinct gross and fee transactions.<\/strong><\/li>\n\n\n\n<li><strong>You want to import Accounts, Cost Codes. Funds, Events and\/or Members in your source data<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"has-nv-light-bg-background-color has-background\"><strong><em>&nbsp;* Note: The Advanced Transaction Import is a rebranding of the older \u201cImport Transaction\u201d feature which experienced Clubtreasurer users will be familiar with.<\/em><\/strong><\/p>\n\n\n\n<p><iframe src=\"https:\/\/docs.google.com\/presentation\/d\/e\/2PACX-1vQIqM990096ObByXfYk8Tr7oRX-3mmy35YC_VO5oUwM9KWaf28IMTzWpvEFy8qrLRV8JUkWNh70N-FA\/embed?start=false&amp;loop=false&amp;delayms=3000\" width=\"960\" height=\"569\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n\n\n\n<p class=\"has-text-align-center\"><em>Click the the 3-dots icon to expand (Enter full screen). Use Space bar or Enter to move slides.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"map\">Import Mapping Columns (Advanced only)<\/h2>\n\n\n\n<p>When you import your data you need to map the source columns to Clubtreasurer&#8217;s &#8220;Target&#8221; columns. The import process will automatically map the columns where it finds a name match but in many cases, you will need to manually map them by selecting the appropriate value from the Target column.<\/p>\n\n\n\n<div class=\"wp-block-group has-nv-light-bg-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group has-nv-light-bg-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"has-text-align-center has-background\" style=\"background-color:#dfebff\"><strong>The minimum mandatory Target columns required to import<\/strong> <strong>your data are<\/strong><br><strong>DATE, DETAILS and AMOUNT<\/strong><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center has-nv-light-bg-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100em\">\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<figure class=\"wp-block-table aligncenter is-style-stripes has-medium-font-size\" style=\"font-style:normal;font-weight:300\"><table class=\"has-neve-text-color-color has-text-color has-link-color has-border-color has-neve-link-hover-color-border-color\" style=\"border-style:solid;border-width:1px\"><thead><tr><th>DATE<\/th><th>DETAILS<\/th><th class=\"has-text-align-right\" data-align=\"right\">AMOUNT<\/th><\/tr><\/thead><tbody><tr><td><em>10-JAN-2024<\/em><\/td><td><em>John Smith Membership Income<\/em><\/td><td class=\"has-text-align-right\" data-align=\"right\"><em>25.00<\/em><\/td><\/tr><tr><td><em>11-JAN-2024<\/em><\/td><td><em>Building Maintenance Costs<\/em><\/td><td class=\"has-text-align-right\" data-align=\"right\"><em>-1050.00<\/em><\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\"><strong><em>Option 1: your source data has a single AMOUNT column <\/em><\/strong><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-table aligncenter is-style-regular has-medium-font-size\" style=\"font-style:normal;font-weight:300\"><table class=\"has-neve-text-color-color has-text-color has-link-color has-border-color has-neve-link-hover-color-border-color\" style=\"border-style:solid;border-width:1px\"><thead><tr><th>DATE<\/th><th>DETAILS<\/th><th class=\"has-text-align-right\" data-align=\"right\">PAID OUT<\/th><th class=\"has-text-align-right\" data-align=\"right\">PAID IN<\/th><\/tr><\/thead><tbody><tr><td><em>10-JAN-2024<\/em><\/td><td><em>John Smith Membership Income<\/em><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><td class=\"has-text-align-right\" data-align=\"right\">25.00<\/td><\/tr><tr><td><em>11-JAN-2024<\/em><\/td><td><em>Building Maintenance Costs<\/em><\/td><td class=\"has-text-align-right\" data-align=\"right\"><em>1050.00<\/em><\/td><td class=\"has-text-align-right\" data-align=\"right\"><\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\"><strong><em>Option 2: your source data has dual AMOUNT columns &#8211; Paid Out and Paid In<\/em><\/strong><\/figcaption><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group has-nv-text-dark-bg-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group has-nv-light-bg-background-color has-background\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<p class=\"has-text-align-center has-background\" style=\"background-color:#dfebff\"><strong>Full list of columns that can be imported<\/strong><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<figure class=\"wp-block-table is-style-stripes\"><table><thead><tr><th>Target Column<\/th><th>Required?<\/th><th>Column Description<\/th><\/tr><\/thead><tbody><tr><td><strong>DATE<\/strong><\/td><td><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Required<\/mark><\/td><td>Map this column to your bank statement\u2019s&nbsp;<strong>Date<\/strong>&nbsp;column<\/td><\/tr><tr><td><strong>DETAILS<\/strong><\/td><td><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Required<\/mark><\/td><td>You can also use the alternative<strong><br>DESCRIPTION&nbsp;<\/strong>or<strong>&nbsp;MEMO<\/strong>&nbsp;mapping columns but you must only use one of these in your import.<\/td><\/tr><tr><td><strong>AMOUNT<\/strong><br><br>      or<br><br><strong>PAID-IN \/ CREDIT<br>AMT<br><\/strong>    and  <br><strong>PAID-OUT \/ DEBIT AMT<\/strong><\/td><td><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Required<\/mark><\/td><td>*Used where the statement has a&nbsp;<strong>single&nbsp;<\/strong>Amount column<br><br><br><br>*Used where the statement has&nbsp;<strong>separate&nbsp;<\/strong>Dr\/Cr Amount columns.<br>(You must map both columns if using this option).<br><br><br><\/td><\/tr><tr><td><strong>Paid\/Pmt Ref<\/strong><\/td><td><em>Optional<\/em><\/td><td>Paid-in\/Payment Reference Details<\/td><\/tr><tr><td><strong>Vouch\/Inv. No.<\/strong><\/td><td><em>Optional<\/em><\/td><td>Voucher or Invoice Number<\/td><\/tr><tr><td><strong>Comments<\/strong><br>or<br><strong>Notes<\/strong><\/td><td><em>Optional<\/em><\/td><td>Comments<\/td><\/tr><tr><td><strong>Cost Code<\/strong><\/td><td><em>Optional<\/em><\/td><td>You can import Receipt &amp; Payment&nbsp;<strong>Cost Codes<\/strong>&nbsp;in your source data if required.&nbsp;<mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Importantly. the imported Cost Codes MUST start with their 4-digit codes (e.g. \u201c<strong><em>4002 Membership Income<\/em><\/strong>\u201c)&nbsp;<\/mark>which the import process will use to match to the correct Cost Code. If no match is found it will return the&nbsp;<strong>Default Cost Codes<\/strong>&nbsp;in the Import Transactions page (or be over-written by the&nbsp;<em>Cost Code Auto-matching<\/em>, if selected).<\/td><\/tr><tr><td><strong>Events<\/strong> \/ <strong>SubEvents<\/strong><\/td><td><em>Optional<\/em><\/td><td>You can import&nbsp;<strong>Events<\/strong> &amp; <strong>SubEvents<\/strong>&nbsp;during the import process.<br><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Imported Event names must <span style=\"text-decoration: underline;\">exactly match<\/span> the existing Events\/SubEvents already setup in Clubtreasurer, otherwise the import will fail for that line. (Not case-sensitive)<\/mark><mark><br><\/mark>You can leave the Event field blank for row(s) that you do not want to define an Event. In this case, the system will use the&nbsp;<strong>Default Event<\/strong>&nbsp;during the Import Transactions process.<\/td><\/tr><tr><td><strong>Funds<\/strong><\/td><td><em>Optional<\/em><\/td><td>You can import&nbsp;<strong>Funds<\/strong>&nbsp;during the import process.<br><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Imported Funds names must exactly match the existing Funds already setup in Clubtreasurer, otherwise the import will fail for that line. (Not case-sensitive)<\/mark><mark><br><\/mark>You can leave the Fund field blank for row(s) that you do not want to define an Fund. In this case, the system will use the&nbsp;<strong>Default Fund<\/strong>&nbsp;during the Import Transactions process.<\/td><\/tr><tr><td><strong>Accounts<\/strong><\/td><td><em>Optional<\/em><\/td><td>In most cases your import batch will be for a specific Account which you select in the create Draft Rows page. However, it is possible to import&nbsp;different <strong>Accounts<\/strong> for each row if you have mixed import batches..<br><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Imported Account names must exactly match the existing Accounts already setup in Clubtreasurer, otherwise the import will fail for that line. (Not case-sensitive)<\/mark><br>You can leave the Account field blank for row(s) that you do not want to define an Account. In this case, the system will use the&nbsp;<strong>Default Account<\/strong>&nbsp;during the Import Transactions process.<\/td><\/tr><tr><td><strong>Member Ref ID<\/strong><br>(Members)<\/td><td>Optional<\/td><td>You can import&nbsp;<strong>Members<\/strong>&nbsp;during the import process using the Members&#8217; Reference ID (&#8220;REF ID&#8221;). <br><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\">Importantly. your mapped source data column must contain the&nbsp;<strong>REF ID<\/strong>&nbsp;as the&nbsp;first&nbsp;characters in the entry which can be followed by a space + the member name (or any data) for your own reference:<br><\/mark><span style=\"text-decoration: underline;\">Valid Entries (REFID + Name)<\/span><br><mark style=\"background-color:rgba(0, 0, 0, 0);color:#03990a\" class=\"has-inline-color\">\u2714\ufe0f<\/mark><mark style=\"background-color:rgba(0, 0, 0, 0);color:#00b908\" class=\"has-inline-color\"> <strong>\u201c1234X\u201d<\/strong><br><strong>\u2714\ufe0f \u201c1234X Joe Bloggs\u201d<\/strong><br><\/mark><span style=\"text-decoration: underline;\">Invalid Entries:<br><\/span><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-nv-c-2-color\"><strong>\u274c \u201cJoe Bloggs 1234X\u201d (REF ID must be first chars)<\/strong><br>\u274c <strong>&#8220;1234XJoeBloggs&#8221; (Missing space between REF ID and space)<\/strong><\/mark><br><span style=\"text-decoration: underline;\"><br>When you create your Draft Rows:<\/span><br>&#8211; The import process will attempt to match the REF ID to&nbsp;<strong>Active<\/strong>&nbsp;members (matches to <span style=\"text-decoration: underline;\">Archived\/Inactive<\/span> members will &nbsp;return a blank entry).&nbsp;<br>&#8211; You&nbsp;<span style=\"text-decoration: underline;\">don&#8217;t<\/span>&nbsp;need to check the&nbsp;<strong>Automatch Members<\/strong>&nbsp;box when you are importing the members. (If you do, the process will ignore the imported Member rows but will still try to match the missing member rows, if any)<br>&#8211; If you have set up <strong>Accounting Rules for Member Sections<\/strong>, these will also be applied for your imported members.<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-wide\"\/>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"autoMatch\">Auto-Matching Options (Standard &amp; Advanced)<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-opt-id=1722394455  fetchpriority=\"high\" decoding=\"async\" width=\"794\" height=\"486\" src=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:auto\/h:auto\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2024\/09\/Screenshot-2024-09-06-at-16.01.33.png\" alt=\"\" class=\"wp-image-3051\" srcset=\"https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:794\/h:486\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2024\/09\/Screenshot-2024-09-06-at-16.01.33.png 794w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:300\/h:184\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2024\/09\/Screenshot-2024-09-06-at-16.01.33.png 300w, https:\/\/mlhl62ah7s0d.i.optimole.com\/cb:9dk8.241e5\/w:768\/h:470\/q:mauto\/f:best\/https:\/\/clubtreasurer.com\/blog\/wp-content\/uploads\/2024\/09\/Screenshot-2024-09-06-at-16.01.33.png 768w\" sizes=\"(max-width: 794px) 100vw, 794px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>As well as the <strong>Default Import values<\/strong>&nbsp;in the final Transaction Import page, you also have options that use algorithms to automatically match Cost Codes and Members that can dramatically speed up the import process.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading has-nv-light-bg-background-color has-background\"><meta charset=\"utf-8\"><strong>Cost Code Auto-Matchin<\/strong>g<\/h4>\n\n\n\n<p>When the &#8220;<strong>Use Cost Code Auto-Matching?<\/strong>&#8221; option is selected and you click the &#8220;<strong>Create\/Refresh Draft Import Rows&#8230;..<\/strong>&#8221;&nbsp; button, the import process will attempt to automatically assign&nbsp;<strong>Cost Codes<\/strong>&nbsp;to the imported rows based on matching row descriptions to existing historic transactions. Rows that fail auto-matching will use the default Cost Codes and will be highlighted in&nbsp;red.&nbsp;<\/p>\n\n\n\n<p>You can change all Cost Costs as before by editing rows in the <strong>Draft Import Rows <\/strong>table.<\/p>\n\n\n\n<p class=\"has-nv-c-2-color has-text-color has-link-color wp-elements-554b245eae94b52c75ef287201ceee32\"><em><strong>CAVEAT:&nbsp;<\/strong>The matching algorithm is an approximation and may not always provide an accurate match in all cases. You should therefore review your imported rows and manually change incorrectly matched Cost Codes in the <strong>Draft Import Rows <\/strong>table below.<br><\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading has-nv-light-bg-background-color has-background\"><strong>Members &amp; Membership Auto-Matching<\/strong><\/h4>\n\n\n\n<p>Organisations using the <strong>Membership Management <\/strong>application will see &#8220;<strong>Member<\/strong>&#8221; and &#8220;<strong>M&#8217;ship Billing Line<\/strong>&#8221; columns in the&nbsp;<strong>Draft Import Rows <\/strong>table.<\/p>\n\n\n\n<p>When the <strong>Match <\/strong><meta charset=\"utf-8\"><strong>Members &amp; Membership <\/strong>option is selected, the Import process will try to match&nbsp;<strong>Members<\/strong> to your imported rows based on the source data <strong>Details<\/strong> column.<\/p>\n\n\n\n<p>The matching algorithm attempts to match Members and Membership Billing Lines in the following order:<\/p>\n\n\n\n<p class=\"has-text-align-center has-electric-grass-gradient-background has-background\"><strong><span style=\"text-decoration: underline;\">Matching Process #1<\/span><\/strong><br><strong><span style=\"text-decoration: underline;\">Billing Line ID\/Invoice No<\/span><\/strong><br><br>Returns <strong>Member<\/strong> <span style=\"text-decoration: underline;\">and<\/span> <strong>Billing Line\/Invoice<\/strong> when the import process matches an existing, unpaid Billing Line in the imported Details column. This is the most accurate method and we recommend asking your members to add the Billing Line\/Invoice No. to their payment references. (Your members can see the Invoice No. on their invoices and\/or statements)<br><br><strong>This is the only matching process that returns the Member <span style=\"text-decoration: underline;\">AND<\/span> Billing Line\/Invoice and is therefore the recommend process. <br><\/strong><br><em>eg. Source Details: &#8220;<strong>Burt Bison ref123456<\/strong>&#8221; would match to <\/em>Billing line\/Invoic<em>e <strong>123456 <\/strong>and return both the Member and Billing Line.<br><\/em><\/p>\n\n\n\n<p class=\"has-text-align-center has-electric-grass-gradient-background has-background\"><strong><span style=\"text-decoration: underline;\">Matching Process #2<\/span><\/strong><br><strong><span style=\"text-decoration: underline;\">Transaction Import Reference<br><\/span><\/strong><br>If no match is found in Step 1. then the&nbsp;import process will try to return the correct <strong>Member<\/strong> record by finding an exact match within the imported <strong>Details<\/strong> column and the <strong>Transaction Import Reference<\/strong> value stored against the member record. <br><br>The <strong>Transaction Import Reference<\/strong> is a unique ID that can be used to identify a specific member when included in the source data Details columns.<br><br><em>Examples include: <\/em><br><em>  &#8211; Direct Debit\/Faster Payments Mandate<br>  &#8211; External Payment system reference<br>  &#8211; Alternative member names<br><\/em><br>You can store up to 3 x Transaction Import References per member.<br><br>eg. Source Details: &#8220;<strong>Bison DD009998877<\/strong>&#8221; would match to member <strong>Burt Bison<\/strong> if he has &#8220;DD009998877&#8221; Transaction Import Reference stored in his member record.<\/p>\n\n\n\n<p class=\"has-text-align-center has-electric-grass-gradient-background has-background\"><strong><span style=\"text-decoration: underline;\">Matching Process #3<\/span><\/strong><br><strong><span style=\"text-decoration: underline;\">Member<\/span><\/strong><span style=\"text-decoration: underline;\"><strong> Name Matching<\/strong><br><\/span><br>The final matching process is used if #1 and #2 are not successful. It uses a &#8216;fuzzy logic&#8217; process to find the nearest matching member name based on the <strong>Details<\/strong> column. <br><br>eg. Source Details: &#8220;<strong>B.Bison<\/strong>&#8221; would match to member <strong>Burt Bison<\/strong>*<br><br>*<em>CAVEAT: The matching algorithm is an approximation and may not provide an accurate match in all cases. It is very sensitive to the quality and\/or completeness of the source data &#8211; eg. the example above might also return &#8220;Bessie Bison&#8221; or &#8220;Bill Bison&#8221; as other close matches. You should always review your imported rows and manually change or remove incorrectly matched Members and Billing Lines in the Draft Import Rows table. <\/em><\/p>\n\n\n\n<p class=\"has-text-align-center has-nv-site-bg-background-color has-background\"><strong><span style=\"text-decoration: underline;\">Matching Billing Lines \/ Invoices<\/span><\/strong><br><br>When Members are matched by Processes #2 and #3, the process will also try to select the oldest unpaid <strong>Billing Line\/Invoice<\/strong> that matches the imported line amount, otherwise it will return &#8220;Unallocated Membership Transaction&#8221; or &#8220;Non-Membership Transaction&#8221; (based on an import process option). You can then manually update this in the Draft Import Rows table and select the correct Billing Line \/ Invoice.<\/p>\n\n\n\n<p class=\"has-text-align-center has-electric-grass-gradient-background has-background\">For more details on importing Membership payments and Transaction Import Reference please see <a href=\"https:\/\/www.clubtreasurer.com\/blog\/?page_id=1169#billing\" target=\"_blank\" rel=\"noreferrer noopener\">Managing Billing &amp; Payments &#8211; Importing Membership Payments #4<\/a>&nbsp;tutorial for more details.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"paymentSystem\">Importing Data from Online Payment Systems<\/h2>\n\n\n\n<p>Learn how to import transactions from platforms like <strong>PayPal, Stripe, GoCardless, and SumUp.<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">The Challenge with Payment System Exports<\/h4>\n\n\n\n<p>Unlike standard bank statements, online payment systems typically provide multiple amount columns for a single transaction. A single row in your export file might contain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Gross Amount:<\/strong> The total paid by the customer.<\/li>\n\n\n\n<li><strong>Fee:<\/strong> The processing or transaction fee.<\/li>\n\n\n\n<li><strong>Net Amount:<\/strong> The final amount deposited into your account.<\/li>\n<\/ul>\n\n\n\n<p>To maintain accurate records in <strong>Clubtreasurer<\/strong>, these should be imported as <strong>separate transaction lines<\/strong> so you can track both your income and your processing costs.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">The Solution: Multi-Pass Importing<\/h4>\n\n\n\n<p>The most efficient way to handle these files is to run the import process <strong>twice<\/strong> using the same source file, mapping a different <strong>amount<\/strong> column each time. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pass 1:<\/strong> Map the <strong>Gross Amount<\/strong> to record your total income.<\/li>\n\n\n\n<li><strong>Pass 2:<\/strong> Map the <strong>Fee<\/strong> column to record your expenditure.<\/li>\n<\/ul>\n\n\n\n<p><span class=\"wp-rich-text-font-awesome-icon wp-font-awesome-icon\"><svg aria-hidden=\"true\" focusable=\"false\" data-prefix=\"fas\" data-icon=\"hand-point-right\" class=\"svg-inline--fa fa-hand-point-right \" role=\"img\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 512 512\"><path fill=\"currentColor\" d=\"M480 96c17.7 0 32 14.3 32 32s-14.3 32-32 32l-208 0 0-64 208 0zM320 288c17.7 0 32 14.3 32 32s-14.3 32-32 32l-64 0c-17.7 0-32-14.3-32-32s14.3-32 32-32l64 0zm64-64c0 17.7-14.3 32-32 32l-48 0c-17.7 0-32-14.3-32-32s14.3-32 32-32l48 0c17.7 0 32 14.3 32 32zM288 384c17.7 0 32 14.3 32 32s-14.3 32-32 32l-64 0c-17.7 0-32-14.3-32-32s14.3-32 32-32l64 0zm-88-96l.6 0c-5.4 9.4-8.6 20.3-8.6 32c0 13.2 4 25.4 10.8 35.6C177.9 364.3 160 388.1 160 416c0 11.7 3.1 22.6 8.6 32l-8.6 0C71.6 448 0 376.4 0 288l0-61.7c0-42.4 16.9-83.1 46.9-113.1l11.6-11.6C82.5 77.5 115.1 64 149 64l27 0c35.3 0 64 28.7 64 64l0 88c0 22.1-17.9 40-40 40s-40-17.9-40-40l0-56c0-8.8-7.2-16-16-16s-16 7.2-16 16l0 56c0 39.8 32.2 72 72 72z\"><\/path><\/svg><\/span> The import process will match the pairs of transactions and create a single Receipt &amp; Payment containing separate transaction lines for the Gross Amount (receipt) and Fee (payment) amounts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Video Tutorial: Step-by-Step Guide<\/h3>\n\n\n\n<p>Watch the video below to see how to use the import tool to split these amounts accurately and quickly.<\/p>\n\n\n\n<p class=\"has-nv-c-2-color has-nv-light-bg-background-color has-text-color has-background\"><strong>Import Updates<\/strong><br><br>You must use the <strong>Advanced Transaction Import<\/strong> for this process. <em>Note that this is not highlighted in the video tutorial.<\/em><br><br>When mapping source columns we now recommend also mapping your <strong>TRANSACTION_ID<\/strong> (or equivalent) to <strong>Vouch\/Inv No.<\/strong> column in Clubtreasurer. The TRANSACTION_ID is a unique reference number for each imported line and will ensure the imported transactions are accurately matched together. <em>Note this is highlighted in the video tutorial but is not demonstrated. <\/em><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe title=\"Clubtreasurer -  Importing Online Payment Transactions\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/b6dkIMu-b7w?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"otherStuff\">Other Stuff<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"split\"><strong>How to split &amp; copy lines during Import Transaction<\/strong> <\/h3>\n\n\n\n<p>This quick video shows you how to split\/copy and edit lines during the Import Transaction process (1:19)<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe title=\"Clubtreasurer - How to split &amp; copy lines during Import Transaction\" width=\"1200\" height=\"900\" src=\"https:\/\/www.youtube.com\/embed\/a8kkj2XrEHo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"convert\">How to Convert Imported Receipt\/Payments to Account Transfers<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe title=\"Clubtreasurer Tutorial - Converting Receipt\/Payments to Account Transfers during Transaction Import.\" width=\"1200\" height=\"900\" src=\"https:\/\/www.youtube.com\/embed\/kEDeoliOAxA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-text-align-left\"><a href=\"https:\/\/clubtreasurer.com\/blog\/transaction-import\/\">Back to top<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Other Sections<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clubtreasurer.com\/blog\/?page_id=81\">Introducing Receipts &amp; Payments<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clubtreasurer.com\/blog\/?page_id=896\">Creating Receipts and Payments<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clubtreasurer.com\/blog\/?page_id=210\">Editing Receipts &amp; Payments<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clubtreasurer.com\/blog\/?page_id=1557\">Document Attachment Links<\/a><\/li>\n\n\n\n<li>Importing Transactions<\/li>\n\n\n\n<li><a href=\"https:\/\/clubtreasurer.com\/blog\/?page_id=871\">Accruals and Prepayments<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clubtreasurer.com\/blog\/?page_id=1050\">Mass Transaction Change &amp; Delete<\/a><\/li>\n<\/ul>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Clubtreasurer&#8217;s&nbsp;Transaction Import feature allows you to upload transactions from your bank statements or online payment systems to quickly create multiple Receipts &amp; Payment transactions. This feature is widely used by Clubtreasurer users for its powerful time-saving benefits and it is highly recommend to become familiar with the process. Transaction Import &#8211; Overview Tutorial The tutorials&hellip;&nbsp;<a href=\"https:\/\/clubtreasurer.com\/blog\/transaction-import\/\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Importing Transactions<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":"[]"},"class_list":["post-579","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Importing Transactions - Clubtreasurer Community<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clubtreasurer.com\/blog\/transaction-import\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing Transactions - Clubtreasurer Community\" \/>\n<meta property=\"og:description\" content=\"Clubtreasurer&#8217;s&nbsp;Transaction Import feature allows you to upload transactions from your bank statements or online payment systems to quickly create multiple Receipts &amp; Payment transactions. 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This feature is widely used by Clubtreasurer users for its powerful time-saving benefits and it is highly recommend to become familiar with the process. 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