video1.0<iframe src="https://www.loom.com/embed/39ebc20b29294f1fba487ed95fdc1ca6" frameborder="0" width="1822" height="1366" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13661822Loomhttps://www.loom.com13661822https://cdn.loom.com/sessions/thumbnails/39ebc20b29294f1fba487ed95fdc1ca6-381f8fac3907f02c.gif203.312In this video, I walk you through the process of completing a transaction import by navigating to the settings and selecting the account section. After uploading your file, you'll choose "insert only" to finalize the import, and you'll receive a confirmation message once it's complete. I demonstrate how to view the imported transactions through the reports or directly on the contact page, highlighting the successful addition of a premium payment and a pending transaction. Additionally, I show you how to access the transfer history for our revolution partners. Please make sure to review the transactions and mark any as complete when ready.