---
title: How to import transactions
description: Importing transaction types is done by the business whenever they would like to enter transaction types that were made at their store but not through Kangaroo Rewards. The main purpose of that feature is to enter many transactions at the same time.
---
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1. [Help Center](https://support.kangaroorewards.com/knowledge?hsLang=en)
2. [Import Transaction](https://support.kangaroorewards.com/knowledge/import-transaction?hsLang=en)
3. [Import Transactions](https://support.kangaroorewards.com/knowledge/import-transaction?hsLang=en#import-transactions)
# How to import transactions
## Importing transaction types is done by the business whenever they would like to enter transaction types that were made at their store but not through Kangaroo Rewards. The main purpose of that feature is to enter many transactions at the same time.
- Every time a customer comes to the store and makes a transaction, the clerk/employee has to enter that transaction type on a spreadsheet (to keep track of all transactions).
- Transactions types:
-Reward
-Redemption
-Adjust Increase Points
-Adjust Decrease Points
-Refund Points
- On that spreadsheet, list any information relevant to the customer (customer's first and last name - in separate columns, email address, phone number, date of birth, day of purchase, the amount spent, amount of points earned, Transaction Type, etc.)
**Note:** If you are importing the amount, the points will automatically be rewarded to the customer based on the transaction amount, no need to input a sparate column for the points unless you are rewarding the customer a different points value than the amount of the transaction.
**Imput formats:**
\- **Email**: example@example.com
\- **Phone**: 212xxxzzzz or 1212xxxzzzz (No spaces, Dashes, "+", ...)
Make sure to select the options include or does not include country code before uploading.
- **Amount:** 20 - 200 - 2000
\- **Points:** 10 - 100 - 1000
\- **Consent email or sms:** Yes / No
\- **Date:** mm/dd/yyyy (10/20/2026)
**If the value/format is not exactly the same, the import will fail.**
**To Import:**
- Go to the Kangaroo Business portal.
- Go to the **Import Module**
- Click on **"Import Transactions"**
- Click on the **Select File** button.
- Once the spreadsheet is uploaded, **map the information** from the spreadsheet. **"Ignore Columns"** for the information that is **not** on your sheet.
Each column in your CSV file should be matched with the corresponding Kangaroo customer field.
For example:
- A column titled **First Name** should be mapped to **First Name**.
- A column titled **Last Name** should be mapped to **Last Name**.
- A column containing phone numbers should be mapped to **Phone Number**.
- A column containing email addresses should be mapped to **Email**.
- In the Import Rules, choose to i**nclude or exclude the phone Country code**, and choose **the branch.**
****
- Make sure you check the **"Create New Customers"** option if you are importing transactions for customers who are not already in the program.
- Once done, Click on **"Validate Import"**
- Check the Warnings and Errors to fix. If in the warning an information is not available(for example a phone number, email, first name...), you can ignore the warning since you are required to have only an email or phone number for each customer.
- Proceed with the import by clicking on the **Start** **Import** button at the bottom right of the page.
- You can check the status of your import in the **Import Modules** section.
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