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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:
    1. Upload File (CSV/TSV/Excel).
    2. Configure Import (CSV delimiter, encoding).
    3. Field Mapping: Match your file columns with BeeBooks fields.
    4. Review Import: Validate rows, handle duplicates, and resolve errors.
    5. Confirm Import: Approved rows are added to the payments list.