Ebay & Paypal: Whats the best way to import 1000's of paypal sales

Problem reported by Anna Closset 10 years ago

Hi,

We have 1000's of entries in our Paypal account, with many ebay transactions (with different currencies involved) and Paypal purchases. What is the best and most efficient way of importing our Paypal statements into Clearbooks?

I followed all the steps to use the automatic Paypal importing using the Paypal API, but I ran into a problem when trying to use the mass update feature, because the API seems to strip any identifier showing its a payment received.

There I had two choices, click through 1000's of line items or try using the mass update function. In the end when I used the available strings and performed the mass update, it allocated both payments received and purchases out as ebay sales!! so I had to reset my account...

Is there another way of using mass update with the automatic paypal import process or is it possible to upload an annotated paypal csv download and then use the annotations to guide the mass update?

Thanks, Anna

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3 Replies

You're definitely not the first - it doesn't pick up the PayPal fees for a start and like you say, there can be other issues too.

Anything up to a few hundred transactions and I tend to analyse line by line, much more than that and I see no reason not to import a single bulk sale providing you've got external evidence to back it up should it ever be called upon.

10 years ago

Hi Kevin,

Thanks for the heads up, would be good if this was indicated in the documentation as I'm sure I'm not the first to try.

Thanks for the advice I'll do that.

Best regards, Anna

10 years ago

Hi Anna

First off, do not use the mass update feature for PayPal, it doesn't work.

The answer to your question might be to avoid using the auto PayPal import completely and simply reflect the total sales each week/month by a single invoice taking the figures direct from eBay/PayPal?

10 years ago

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