Who This Is For / When to Use
Use this feature if you are:
Migrating historical payment data from another platform
Importing offline or legacy transactions
Rebuilding accurate revenue reporting and dashboards
Backfilling orders and transactions for existing contacts
What Happens When You Import CSV Data
Historical Revenue Is Included in Reporting
Imported transactions and orders count toward total revenue.
Dashboards and financial reports reflect imported historical data.
Reporting accuracy is preserved for past periods.
Contacts Are Created or Updated Automatically
Customer details in the CSV are matched to existing contacts when possible.
If no match exists, Kyrios creates a new contact.
Transactions and orders are linked directly to the correct contact record.
Transactions Maintain Two Separate Dates
Each imported transaction stores:
Transaction Date: When the payment originally occurred
System Added Date: When the record was imported into Kyrios
This preserves historical accuracy while maintaining a clear audit trail.
Orders Automatically Create Linked Transactions
Each imported order generates a corresponding transaction record.
Orders and transactions remain fully linked for reporting and reconciliation.
CSV File Requirements
Separate Files Are Required
Orders and transactions must be imported using separate CSV files.
A single file cannot contain both record types.
Required Data Types
Your CSV files should include, where applicable:
Customer information (name, email, phone)
Transaction or order dates
Amounts and totals
Payment status and method
Product or line-item details (for orders)
Sample CSV templates are available for download inside the import flow.
How to Import Transactions or Orders
Step 1: Prepare Your CSV File
Format the CSV using the provided templates.
Ensure all required columns are present.
Confirm date formats and numeric values are consistent.
Step 2: Navigate to the Import Area
Go to Payments
Select Orders or Transactions (based on what you are importing)
Click Import
Step 3: Upload the CSV File
Upload your prepared CSV file.
Kyrios validates column structure and data types automatically.
Errors are flagged before import can continue.
Step 4: Review the Data Preview
A preview screen displays all records before import.
Review amounts, dates, and contact mappings carefully.
If errors are found, fix the CSV and re-upload.
Step 5: Finalize the Import
Confirm the preview.
Kyrios imports the records into your account.
Contacts, transactions, orders, and revenue reporting are updated immediately.
Understanding CSV Exports for Financial Reporting
Tax Breakdown Columns
CSV exports include two separate tax columns:
Total Tax Amount (Excluded in Prices): Tax added on top of product prices
Total Tax Amount (Included in Prices): Tax already included in product prices
These columns clarify how tax was applied to each transaction.
Product-Level Line Items
Each product appears on its own row.
Columns include product name, ID, price, quantity, discounts, and taxes.
Orders with multiple products generate multiple rows.
Payment Status and Method Fields
Use these columns to assess payment state:
Total Amount Paid
Total Amount Due
Payment Method (Card, PayPal, ACH, etc.)
Zero vs Blank Values Explained
0 (zero): Field exists but has no value
Blank: Field is not applicable
This prevents errors in Excel formulas, pivots, and BI tools.
Consistent Export Formatting
Column order remains stable across exports.
Formatting is compatible with accounting systems and BI tools.
Common Issues and Fixes
Import Validation Errors
Cause: Missing or misformatted columns
Fix: Compare your file to the sample template and re-upload
Incorrect Contact Matching
Cause: Incomplete or inconsistent customer identifiers
Fix: Ensure emails or phone numbers are accurate and consistent
Import Fails to Complete
Cause: Data formatting or required fields missing
Fix: Correct the CSV and retry the import
FAQ
What happens if I upload a CSV with incorrect formatting?
Kyrios blocks the import and displays validation errors. You must correct the CSV before re-uploading.
Can I import transactions and orders in the same CSV file?
No. Transactions and orders must be imported using separate CSV files.
Will imported data update existing contacts?
Yes. If a matching contact exists, the imported records are linked to that contact automatically.
Can I edit imported transactions or orders later?
Yes. Imported records can be edited manually after the import is complete.
How does Kyrios handle historical transaction dates?
Each record stores both the original transaction date and the system-added date to preserve accurate historical reporting and audit visibility.