Importing Transactions from a CSV file

Before creating your CSV, download the sample file from Galvix to understand the correct format. This sample file serves as a guide for organizing your data.


  1. Ensure your CSV file follows the predefined format provided by Galvix. This format should include all necessary data fields required for transactions and products.


  2. In the Galvix platform, go to "Settings" and select "Data Sources."


  3. Click on "Upload CSV" to initiate the process.


  4. Choose the CSV file from your computer that you want to upload.


  5. If your CSV includes product data, you'll need to map each product to the appropriate product type and category in Galvix. This step is crucial for accurate tax calculations.


  6. Complete the upload wizard, and your CSV file will be listed under "Uploaded Files" in the Data Sources section.
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