Import payments from other providers (PayPal, PayU, Braintree)

Created: 2014-04-22
Last updated: 2024-01-18

Post view count: 4489

InvoiceOcean allows you to import data based on specific files. In addition to importing invoices, clients or products, you can also import payments. There is the option to import payments based on bank statements, as well as payments from other providers. In this article, you will learn how to import payments from providers such as PayU, PayPal, or Braintree.

How to import payments from other providers (PayPal, PayU, Braintree)?

1. Go to Settings > Import.
2. Choose the option Import third-party payments (PayPal, PayU, Braintree, etc).


 
3. In the Form of payment field, select the appropriate provider from the list.


4. Upload the file using the Choose File button and confirm moving to the next step by clicking Next.
 

5. The system will process the file and display a message. To proceed to the next step, click Review the data and Import.
6. In step 2, confirm the payment import by clicking the Import data button at the bottom of the page.
 

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