Hi Community:
The problem: I have 2 transaction list with identical fields. I want to join them together in one single transaction list.
How to do it?
Hi Community:
The problem: I have 2 transaction list with identical fields. I want to join them together in one single transaction list.
How to do it?
Best answer by Khalid Awale
Hello Guillermo,
When it comes to merging two transaction lists that share identical properties, a straightforward approach involves exporting one of the lists as a CSV, as illustrated below:

This exported CSV can now be seamlessly integrated into the other transaction list, as shown below:


Since the fields are identical, you can select ‘Autofill source fields’ without needing to make any changes once you reach the Properties mapping stage of the import:

Now, both transaction lists are compiled. Keep in mind that any duplicate rows in the separate lists will only show up once. The list will now look like the original transaction list + any unique rows in the other transaction list.
Please let me know if this works for you, or if you were looking to keep the two transaction lists separate.
Thanks!
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