---
title: How to import Transactions using User Fields
description: import data user fields transactions
---
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# How to import Transactions using User Fields
## This guide explains how to import transactions into the SAH module with custom User Fields.
#### Step 1: Go to the Transactions Page
1. If you use quickclaim for both NDIS and SAH billing, navigate to the **SAH** tab.
2. Open the **Transactions** page.
3. Click the **Import Data** button.
#### Step 2: Download the Sample File
Inside the import window, there is a link to download the sample import file. Download this file and use it as your template for importing transactions.
#### Step 3: Understand the User Field Columns
The sample file contains columns for up to 10 User Fields (plus Category X and Category Y). These User Fields are connected to your **Label Management** configuration.
Example:
- If **User Field 6** is mapped to **Client ID** in your CRM, then you should enter the Client Number values in the **User Field 1** column.
Do Not Change the Column Headers
The column headers in the sample file must remain exactly the same. The system recognises the fields based on the header names.
- ✅ Correct: Keep the header as `User Field 1`
- ❌ Incorrect: Rename it to `Client Number`
Only fill in the values under the existing headers.
#### Step 4: Fill in the Data
Populate the rows with your transaction data.
The first 2 rows in the sample file are guide or sample of what type of values are accepted.
*Note!! If you are using the sample file please delete the sample records before importing.*
Please follow the guide to fill out all required details. **Do not change any header name on Row 1** as the system requires exact same headers to recognise your input.
*If you are using your own file, in order for your Excel/CSV File to be read by the quickclaim system please ensure that the column headers in your file are identical to the column headers in the sample file.*
**For mapped user fields:**
- Enter the relevant values based on your Label Management mapping.
- Leave the header names unchanged.
Example:
| User Field 1 | User Field 2 |
| --- | --- |
| CLT001 | Sydney |
| CLT002 | Melbourne |
Where:
- `User Field 1` = Client Number
- `User Field 2` = Region
#### Step 5: Import the File
1. Save the completed file.
2. Return to the **Transactions** page.
3. Click **Import Data**.
4. Upload the completed file.
5. Confirm the import.
The system will process the transactions using the mapped User Field values.
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