After you import data, you can manage it through the Dashboard.
After you upload a CSV, you can refresh this tab to see the status of the import.
Successful imports show the number of lines imported. Unsuccessful imports show the errors that occurred and each line that the error occurred on.
From the list view, you can see a paginated view of all transactions that you’ve imported. For Stripe transactions, we provide a link to the main transaction page in the Dashboard.
The column format follows the CSV format, with the addition of a status column. An Active status indicates that the Revenue Recognition reports include the imported data. A Processing status indicates that our system has recorded the imported data, but revenue recognition reports don’t yet include this data.
Transactions that have been split into multiple components have a caret icon that you can click to reveal the applicable split transactions.
The transaction list supports filtering on all of the dates associated with the imported data. Additionally, you can filter on Source, Transaction ID and Split transaction ID, but these values must be exact matches.
You can delete transactions by selecting them with the checkbox and then clicking Delete. Deletions take 48-72 hours to reflect in Revenue Recognition reports.