Thanks for having an import section in the first place - I know from past experience that it can be easy feature to add, but a hard one to master.
I tried importing some transactions from my credit card, and had some suggestions to make it a better experience:
- It would be great to have a dashboard/wizard - with a preview. This way the user can review what it about to happen before making a mistake.
- You could allowing the user to upload any csv file, then choose which columns to import without needed to edit their csv file beforehand
- My credit card used positive values for the charges (payments), and negative values for credits (refunds). However, when I imported this file, it was the exact opposite of my expectations. Again, I think a preview would have helped.
In the short-term:
- You should add the advice to only import 5 transactions the first time. It would make it easier for the customer to ensure everything is importing as expected without causing a major issue.
Thanks for your time!