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Importing Transactions

If you are setting up Voru mid-year or switching from another system, the import feature lets you load existing transactions in bulk rather than entering them one at a time.

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How to Import

  1. Navigate to the Pipeline page
  2. Click the Import button in the top right area
  3. Prepare your data file in CSV format
  4. Upload the file and confirm the import

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CSV Field Reference

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Tips for a Clean Import

  • Make sure date columns use a consistent format
  • Use exact status names from the table above (capitalization matters)
  • For Type, use exactly Listing or Buyer
  • Import closed transactions from earlier in the year first so your YTD numbers are complete

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After Importing

Review your pipeline after importing to confirm all transactions loaded correctly. Check the funnel counts against your expected numbers. If anything looks off, you can edit individual transactions to correct them.