--- title: How does the Bulk Upload Trades feature work in the TransactAPI portal? description: 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." --- [Skip to content](https://support.northcapital.com/knowledge/bulk-upload-trades-import#main-content) English Show submenu for translations ![TransactAPI logo (1).png\]](https://support.northcapital.com/hs-fs/hubfs/TransactAPI%20logo%20(1).png?height=30&name=TransactAPI%20logo%20(1).png) - [North Capital Resource Center](https://blog.northcapital.com/resource-center) Open main navigation Close main navigation - [North Capital Resource Center](https://blog.northcapital.com/resource-center) - English Show submenu for translations - [Go to northcapital.com](https://www.northcapital.com/) [Go to northcapital.com](https://www.northcapital.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.northcapital.com/knowledge?hsLang=en) 2. [Trades & Payments](https://support.northcapital.com/knowledge/trades-payments?hsLang=en) 3. [General Trade & Payment Management](https://support.northcapital.com/knowledge/trades-payments?hsLang=en#general-trade-payment-management) # 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 |   |   |   |   |   |   | - [Getting Started](https://support.northcapital.com/knowledge/getting-started?hsLang=en#main-content) - [How do I get my production API keys and go live?](https://support.northcapital.com/knowledge/getting-started?hsLang=en#how-do-i-get-my-production-api-keys-and-go-live) - 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