How to Bulk Create or Update Payment Records via CSV

Learn how to bulk create or update Payment records with a CSV file.

This guide explains how to bulk create and update Payment records using a CSV file.

Bulk create Payment records via CSV

Open the Payment object and click Import.
Select CSV file as the import source.
Download the Payment CSV import template if needed and fill in the required fields.
Upload the CSV file.
Map CSV headers to Sanka properties and keep the object set to Payment.
Choose Create Payment records and run the import.
Confirm the records are created.

To update existing records, include a Payment ID column (Sanka auto-numbered ID or your unique ID) so the system can identify the target records.

Open Import and select CSV file.
Upload the CSV and map headers to Sanka properties.
Select Update Payment records, set the key property to ID (or your unique ID), and run the import.

To review import status and error files, see CSV Import/Export Errors.