---
title: Transaction CSV import
description: Bulk import transaction schedules into your Rotessa account using our CSV template
---

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July 28, 2026

# Transaction CSV import

**Scheduling Transactions**

There are a few ways to schedule transactions:

- [Manually](https://support.rotessa.com/add-transactions-manually?hsLang=en)
- Bulk importing transactions from a CSV file
- Through integrations with [QuickBooks Online](https://support.rotessa.com/integrate-with-quickbooks-online?hsLang=en), [Xero](https://support.rotessa.com/integrate-with-xero?hsLang=en), and Zapier

---

**Bulk Importing Transactions from a CSV**

1. Go to the **Customers** page of [your Rotessa account](https://client.rotessa.com/users/sign_in) and select **New**.
2. Select **New Transaction**, then **CSV Upload**.
3. Select **Download Transaction Import Template** to download the CSV template. Open it in a spreadsheet program — it includes the correct column headers and a sample transaction.
4. Enter your transaction information into the template. **A few things to note:** 
     - The **Custom Identifier** field is used instead of the customer name, as it's a unique field (customer names can be duplicated).
     - Date format must be **MM/DD/YYYY**.
     - Frequency options must be capitalized exactly as follows: 
           - Once
           - Weekly
           - Every Other Week
           - Every Four Weeks
           - Monthly
           - Every Other Month
           - Quarterly
           - Semi-Annually
           - Yearly
     - Leaving the **instalments** field blank will set up an indefinite schedule.
     - The **comment** field is optional.
     - For a frequency of **Once**, enter `1` in the instalments column to avoid an error.
5. Save the file as a CSV.
6. Go back to the **Customers** page and select **New → New Transaction → CSV Upload**.
7. Drag and drop or click to upload your CSV file. Any invalid fields or unmatched records will be flagged in the errors column.
8. Select the transactions you'd like to import and select **Import Transactions** to finalize.

Note: *Each CSV upload has a maximum of 500 transactions. For larger imports, split the file into multiple uploads.   
Transactions created in advance of the processing date will have a [status](https://support.rotessa.com/transaction-status?hsLang=en) of **Future**. Transactions can only be [edited or deleted](https://support.rotessa.com/edit-or-delete-a-transaction-schedule?hsLang=en) before the status changes to **Sent to Bank**.*

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