Core pack

Transactions CSV import API

Import ledger or payment transactions from any CSV. Amounts parsed, currency captured, status enum-bounded.

low risktransactions_v1
30-second curl
curl -X POST https://api.adaptivmapr.com/v1/uploads \
  -H "Authorization: Bearer $ADAPTIVMAPR_API_KEY" \
  -F "template=transactions_v1" \
  -F "file=@your_data.csv"
→ 7 canonical fields · 0 validated · low risk

Canonical columns

The whole schema, printed as it ships.

Every canonical column, the type each row carries, whether it is required, the field-level validators that fire on commit, and the multilingual header hints the cascade resolves against. This is the shipped definition, not a summary of it.

transactions_v1
fields
7
required
3
validated
0
hints
19
Canonical columnTypeRequiredValidatorsHeader hints the cascade matches
idstringyesmatched on the column name
amountnumberyesbetragmontantimporteamount
currencystringyeswährungdevisemonedavaluta
statusenumpendingsucceededfailedrefundedstatusstatutestadostato
customer_idstringkundeclientcliente
created_atdatematched on the column name
descriptionstringbeschreibungdescriptiondescripcióndescrizione

Read the same definition as JSON at GET /v1/templates/transactions_v1. A hint match resolves on layer 2 — no LLM call, no token spend, just the flat per-map fee. Hover a validator id to see what it checks.

  • 7 canonical fields
  • 3 required
  • 0 validated
  • 19 header hints, 5 languages

Why it exists

Written for the file you actually receive.

The Transactions template lands payment, ledger, and Stripe-export-shaped data into a single canonical row. It is the schema you reach for when a finance team hands you a year of bank reconciliations as CSV, when you migrate off Square mid-quarter, or when a marketplace partner ships you a monthly settlement file. Six fields are enough to carry the entire row through cleanly: id (the payment processor reference), amount (number, locale-tolerant), currency (string, not enum — ISO-4217 is too long to enumerate), status (one of pending / succeeded / failed / refunded), customer_id for the foreign key back to your CRM, and a free-text description that captures the wire memo or invoice line. Teams use the Transactions template for migrations, daily reconciliation pipelines, and to back the customer-facing "download my activity" export.

The amount field accepts US ("1,234.56"), EU ("1.234,56"), and Swiss ("1'234.56") number formats; locale is detected per column, not per cell, so a mixed file is rejected with a clear error rather than silently mis-parsed. The status enum is deliberately small — chargebacks and disputes live in a separate template so the line-item shape does not bloat.

Migration scenarios & the foreign headers they ship

The Transactions template lights up for: monthly Stripe-to-warehouse syncs that feed a finance dashboard, mid-quarter PSP migrations (Stripe → Adyen, Square → Stripe) where you need to backfill the new platform with the old payment history, marketplace settlement file ingestion from Amazon / Etsy / Shopify Payments, and bank-reconciliation imports from SEPA / ACH CSVs. Common foreign headers the cascade resolves at zero cost: "Transaction ID / Betrag / Montant / Importe / Currency / Währung / Devise / Status / Statut / Stato / Customer / Kunde / Cliente / Date / Datum / Description / Beschreibung". The locale-aware number parser is the single most important detail — Swiss apostrophe-separated amounts are the silent killer of homegrown CSV importers.

The cascade

Five layers, and the cheapest one wins.

Layers run in order and stop the moment a column resolves. That is the single biggest cost lever in the system: a column caught on layer 2 never reaches the metered layer 5.

  1. L1Statisticsno LLM

    Auto-accepts a header that past confirmations already resolved the same way, at {minN:100, minRatio:0.95} or {minN:20, minRatio:1.00}.

  2. L2Heuristicno LLM

    Normalises accents, punctuation and whitespace, then compares against the column name, the label, and every registered hint (DE / FR / IT / EN / ES).

  3. L3Fuzzyno LLM

    Token-set ratio plus Levenshtein over the normalised strings. Auto-accepts at 0.80 — it absorbs typos and reordered words.

  4. L4Semanticcheap, cached

    Embedding cosine between the header and the field’s label + hints. Catches the long tail of paraphrases.

  5. L5LLMmetered

    Everything still unresolved goes up in ONE batched, collision-aware call, constrained to this template’s column set so it cannot invent a field.

Try it

One template id, two ways in.

REST for your import pipeline, MCP for your editor. Both run the same cascade and both honour the same schema-only clamp.

REST · POST /v1/uploads

Name the template; the cascade picks up the rest. The canonical definition is read-only at GET /v1/templates/transactions_v1.

bash
curl -X POST https://api.adaptivmapr.com/v1/uploads \
  -H "Authorization: Bearer $ADAPTIVMAPR_API_KEY" \
  -F "template=transactions_v1" \
  -F "file=@your_data.csv"
→ upload created · mappings ready · confirm before commit

MCP · Cursor / Claude Desktop

Drop AdaptivMapr into your editor and call the same cascade as a tool. Schema-only calls leave only column names and up to three clamped sample rows.

mcp
// In Cursor or Claude Desktop with the AdaptivMapr MCP server installed:
adaptivmapr.match_headers({
  template_id: "transactions_v1",
  headers: ["id", "amount", "currency", "status"]
})
schema-only · headers and ≤3 rows, 80 chars each
MCP install instructions

Questions

Transactions CSV import — FAQ

No. The template ingests; downstream upsert on id is your job. We surface duplicate ids in the dry-run report so you can decide whether to skip, merge, or reject.
Yes. Currency is required because amount semantics depend on it. Sources that ship one-currency-per-file should add a constant column upstream rather than assuming a default.
Fork the template and edit the enum. We deliberately keep the canonical set small so cross-system reconciliation works without translation tables.
A refund is a row with status=refunded and the same id as the original — the amount can be negative or positive depending on your ledger convention. The template does not enforce either; pick one per workspace.

Ready when you are

Map transactions in production — without shipping raw records.

Schema-only mode leaves only headers and a handful of clamped samples. Add full-data when you need row-level AI, routed in-region under a BAA.

No free tier · $10 prepaid wallet to start · every map draws a small flat fee, deterministic ones included