How to import invoices from previous softwares using CSV into your CRM? Overview You can transfer invoices directly into your CRM by uploading a properly formatted CSV file. This guide covers: Required...
Coupon Application on Subscription Products Overview The coupon creation flow now includes the ability to define how long a coupon should be applied to a...
Import Transactions CSV File – Field formats This guide will help you correctly upload your transaction data using our CSV import feature. Below, you’ll find the required...
Import Orders CSV File – Field formats This document will walk you through how to prepare and upload a CSV file to import orders into the system....
