Importing Payments from CSV

Easy Digital Downloads has the ability to import payments in a CSV format. 

To learn more about exporting payments from Easy Digital Downloads read this documentation.

To read about importing payments from other Easy Digital Downloads stores, read this documentation.

Payment importing is done under Downloads → Tools → Import/Export. On this page you'll find a box labelled  Import Payment History.

Format

Your CSV should be comma separated, with fields enclosed by double quotes. The order of the fields is not important, as you'll be mapping them in the next step.

Uploading

Click Choose File and browse to your file. Then click Import CSV.

Mapping

Once your file is uploaded you'll see a list of Payment fields that need content, and a dropdown for each one, where you can map where the data is. Each dropdown will be populated with content from your CSV, so you'll be able to map accurately.

Additionally, as you choose a column, a value from the column will appear on the right, taken from the first row of data, as in the example below.

Note: If no data appears in the right column it is NOT a problem. That merely indicates that the row being used for examples doesn't contain data for that column.

Required Fields

The more fields you have the more complete your site data will be, which can be helpful when working with financial statements or customer information. That said, the really vital fields are the customer email, all of the product fields, and the transaction fields.

Importing From Non-EDD Systems

Easy Digital Downloads is looking for this information in its import:

Product Field Expected Data Type
Currency Code An  ISO Standard three letter abbreviation like USD, EUR, GBP
Customer Email Any standard email format is accepted, will be validated before input
Customer First Name Any text string.
Customer Last Name Any text string.
Customer ID This is the unique numberical ID of the customer created by EDD. Must be an integer.
Discount Codes Any acceptable discount code, mixed characters, typically something like BLACKFRIDAY2015
IP Address Any valid IP address, a mix of numbers and dots.
Mode This is indicates whether the transaction took place in Test mode or was an actual transaction. Accepts only the words "Live" or "Test"
Parent Payment ID  This is the EDD ID of the payment that was the originator of a subscription. This is only ever needed if using Recurring Payments  and renewal payments are being imported.
Payment Method Accepts the name of the way the payment was processed.  Typically the name of a payment gateway like Stripe, PayPal, Test Payment, etc.
Payment Number This is a unique, sequential, numerical ID. It has no specific reference to the payment, it simply marks sequence. Most often used in places where  VAT is an issue.
Purchase Date Any standard date format
Purchase Key A 32 character alphanumeric key created by EDD. ex: 79e85c15567f7088e47984e112fb81eb If left blank then EDD will create on for each payment on import.
Purchased Product(s) Plain text, multiple products separated by /. If importing an EDD export file, map to Products (Raw)
Status Any valid payment status  found in the EDD documentation.
Subtotal Not found in EDD export files, the total purchase amount before taxes and discounts.
Tax The fraction of the total that is tax only.
Total Total purchase amount, including taxes and discounts.
Transaction ID  This is a unique string that comes from the payment gateway, something like ch_18Fv1M4NqFpaKRwYjA8wCv3r. Each gateway has its own standard format.
User ID  Existing WordPress username, ID, or email to associate the payment with.
Address Line 1 Any text string.
Address Line 2 Any text string.
City Any text string.
State / Province Any text string.
Zip / Postal Code Any text string.
Country Any ISO formatted country code.

As mentioned above, field order in the CSV file doesn't matter.

Full Mapped Layout

Below is an example of the mapping process immediately before submitting.  Note that some are set to ignore and some don't show data on the right.  This is expected for the file being imported here. Each import will be a little different, and that's ok.

After submitting you should see a confirmation message similar to this:

Notes:

Customers/Users:
- If a payment's customer does not exist prior to importing, it will be automatically created upon import.
- While "Customers" will get created upon import, corresponding WordPress "Users" will not. If you are moving from 1 domain to another and want your customers to be able to log in and view their old payments on the new domain, you may be interested in using the  [edd_register] shortcode to allow your customers to re-join your new site.

Duplicate Payments:
If you import the same CSV twice, it will create duplicate payments. It does not do any checking for duplicate payments at this time. 

Product Creation during Payment Import: 
Payment import should not be viewed as a Product creation tool. While the Payment Importer will generate Products for Payments if a purchased Product does not yet exist, Products created during Payment Import will have missing information (such as price, file URLs and more). Before importing Payments, use the  Product Importer to make sure your imported products contain all information they are supposed to have.