How to Import Transactions and Orders via CSV in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Sparkforge accepts CSV imports for both transactions and orders, so you can backfill historical revenue from prior platforms. Records flow into dashboards immediately, and contacts match by email or phone before duplicates are created.

Sparkforge supports bulk CSV import for both transactions and orders. Use it to bring historical revenue from previous platforms into your Sparkforge sub-account so dashboards, contact timelines, and reporting reflect a complete picture.

Transactions vs orders

A transaction records a payment event. An order records itemized line items and automatically generates a linked transaction. Importing orders impacts both order and transaction reporting; importing transactions impacts revenue only.

How to import transactions

Go to Payments > Transactions.
Click Import.
Download the sample CSV and match your data to the required format.
Upload your file and review the preview modal for validation errors.
Confirm the import. Revenue dashboards update immediately.

How to import orders

Go to Payments > Orders.
Click Import and upload your formatted CSV.
Validate in the preview modal.
Confirm. Each order auto-creates a matching transaction and impacts revenue reports.

CSV field rules

Field names must match the sample exactly.
Customer details are required so records match an existing contact (by email or phone) or create a new one.
You can set the actual transaction date separately from the ingestion date — useful for backdating.

What's not supported

Refunds and voided transactions can't be imported. Only successful, completed transactions and orders are accepted.

Frequently Asked Questions

Will importing duplicate existing contacts?

No. Sparkforge matches contacts by email or phone before creating new records, so existing contacts get the imported transaction attached.

Can I backdate a transaction?

Yes. The CSV separates the actual transaction execution date from the ingestion date, so you can record the real payment date.

What if my CSV has errors?

The preview modal flags validation issues row by row before any data is imported, so you can fix and re-upload.

Can I import refunds?

Not yet. Only successful, completed transactions and orders are supported.

Does importing affect revenue dashboards?

Yes. Imported transactions and orders update revenue dashboards and reports as soon as the import finishes.