How does the Bulk Upload Trades feature work in the TransactAPI portal?

First, click the Sample CSV button to download the Excel file template. Fill out any fields that need to be updated. Any fields that are left empty will not be updated. Upload new file and click "Update CSV."

First, click the Sample CSV button to download the Excel file template. Fill out any fields that need to be updated. Any fields that are left empty will not be updated. Upload new file and click "Update CSV." Please note that if you would like to update the Payment Type or Amount, the trade status must be "CREATED." Please see the following data formats for each field:

Trade ID	Trade Amount	Payment Method	Trade Status	Trade RR Approval Status	Trade RR Approver	Trade RR Approval Date	Trade Principal Approval Status	Trade Principal Approver	Trade Principal Approval Date
1001067400	1	ACH	CREATED	Pending	Name	3/15/22	Pending	Name	3/15/22
1001066531	1.55	CREDIT CARD	CANCELLED	Approved			Approved
1001066530	2	WIRE	FUNDED	Disapproved			Disapproved
1001066529	3.37	CHECK	SETTLED	Under Review			Under Review
1001066528	4	TBD	UNWIND PENDING
1001066527	500		UNWIND SETTLED