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Import Payments
- Payments can also be imported in bulk.
- Supported file types: CSV, TSV, or Excel (under 20 MB).
- Download the sample file for formatting guidance.
- Import steps:
- Upload File (CSV/TSV/Excel).
- Configure Import (CSV delimiter, encoding).
- Field Mapping: Match your file columns with BeeBooks fields.
- Review Import: Validate rows, handle duplicates, and resolve errors.
- Confirm Import: Approved rows are added to the payments list.