How to turn a PayPal receipt into a structured CSV record
A receipt CSV helps organize the transaction information supplied for an administrative review. Amount, currency and transaction reference need to stay together to make the row meaningful.
Start with the right material.
- What you provide
- readable PayPal receipt-email text with explicit transaction fields.
- The intended result
- Readable receipt details with original currency.
How the workflow works.
Capture the readable transaction details and distinguish the payment reference from invoice or order identifiers. Keep any fee or conversion information separate where the source provides it.
What to check in the result.
Compare the row with the original receipt and check for duplicates before importing. A receipt snapshot does not establish the latest settlement state, refund status or accounting treatment.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Transaction, Merchant, Date, Amount, Currency, Item, Fee. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.