Gold Silver Ledger

An overview of Bulk Import — using a CSV to record historical purchases in batch. Covers when it's the right tool, how product matching works, how price, premium, and spot…

Bulk import overview

The column-by-column reference for the Bulk Import template. Covers every header in order, required vs. optional fields, the two product-matching paths, date format, USD-only pricing, dealer handling, and where each…

Preparing your CSV

A walkthrough of the upload and preview step in Bulk Import. Covers the drop zone, the preview table, the Status column, the Replace and Clear controls, and what happens when…

Uploading and reviewing your CSV

How to read the Invalid badge in the Bulk Import preview and clear the validator's flags. Covers date format, missing price, product matching, field length limits, the missing-headers error, and…

Fixing common CSV errors

How Bulk Import interacts with your plan's transaction and inventory item limits. Covers what each row counts toward, where the cap check runs in the import flow, what the error…

Bulk upload and your transaction limit

Upload bullion inventory and orders from a spreadsheet

Bulk upload from CSV

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