Twikey enables you to import structured data in bulk, including customers, agreements, subscriptions, invoices, transactions, refunds, and payment links. This guide explains how the import process works and where to find the correct templates and detailed instructions per data type.
Each import type has a dedicated help article describing mandatory fields, optional fields, and validation rules.
To ensure a successful upload:
If an import fails, you will receive an email containing a detailed error report so you can quickly correct and re-upload your file.
You can start an import from anywhere in your Twikey environment:
You can also initiate an import directly from a specific module (e.g. Customers, Transactions, Subscriptions). This will automatically open the global import screen with the correct import type preselected.
Below you’ll find an overview of all supported imports, including template downloads and links to detailed documentation.
The import function can also be used to update records.
A recommended approach is:
Be aware that not all fields behave the same way. Some fields update existing records, while others result in new entries being created. Each import-specific help article explains which fields can safely be modified.
Example:
If you change the description of a subscription via import, the current subscription will be cancelled and a new one will be created.