Overview
This guide provides step-by-step instructions to help you quickly and securely import bulk charges into Euler.
Step 1: Access the Payments Page
Log in to Euler at eulerapp.com/signin.
In the main menu, navigate to the Payments page.
Step 2: Start the Import Process
Click the Import Charges button.
If the button is not available, please contact Euler Support.
Download the sample file to ensure your data is formatted correctly.
Step 3: Prepare and Upload the File
Open the sample file and enter the charge details.
Ensure that all columns match the system’s required format exactly.
Save the file in CSV format.
Return to the Import Charges page.
Upload the prepared file and click the Upload button.
Step 4: Data Verification
After the upload, Euler will automatically generate a verification table.
Review the imported data and address any flagged issues:
⚠ Missing CRM Deal ID – One or more charges do not have a valid CRM Deal ID.
⚠ Missing Transaction ID – Some records are missing the Transaction ID field.
⚠ Incorrect or mismatched currencies – Ensure all records have the correct currency linked.
⚠ Duplicate Transaction IDs – There are records with duplicate Transaction IDs in the file.
⚠ Transaction ID already exists – One or more charges have a Transaction ID that is already registered in the system.
If any issues are detected, update your file accordingly and re-upload it.
For further assistance, contact Euler Support.