--- title: Cash Credit Importer. description: Import a list of existing cash credits. --- [Skip to content](https://learn.enginehire.io/en/knowledge/cash-credit-importer#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) # Cash Credit Importer. ## Import a list of existing cash credits. 1\. From anywhere in your dashboard select **More**.  2\. Select **Global Settings.**  ![](https://learn.enginehire.io/hs-fs/hubfs/Screen_Shot_2025-01-10_at_12_32_20_PM-png.png?width=2368&height=460&name=Screen_Shot_2025-01-10_at_12_32_20_PM-png.png) 3\. Select **Client** (in red). 4\. Select **Import and Copy User Settings** (in green).  5\. Select **Import Credit** (in blue). **![](https://learn.enginehire.io/hs-fs/hubfs/Screen_Shot_2025-01-10_at_12_32_34_PM-png.png?width=2426&height=1254&name=Screen_Shot_2025-01-10_at_12_32_34_PM-png.png)** 6\. Choose a **.csv** file.  7\. Match the appropriate option to the correct field.  Note: This import is will only update clients already in your platform. This will not add clients to your database.  ID Field is the field that platform will use to recognize who this is form. Most likely an Email (in red). 8\. Select if this is a Cash Credit (in blue). 9\. Optionally select partial import (in green). Partial imports will only import up to a certain "row".  10\. The fields shown in yellow are the columns for your .csv file The fields shown in purple are the fields you will be selecting them to be add to in your platform. 11\. Select Submit in orange to update the client's credit information. ![](https://learn.enginehire.io/hs-fs/hubfs/Screen_Shot_2025-01-10_at_12_44_26_PM-2-png.png?width=2156&height=1320&name=Screen_Shot_2025-01-10_at_12_44_26_PM-2-png.png)   [If this doesn't answer your questions you can always contact us by clicking here](https://share.hsforms.com/1yIx2IRKyQQaVcMJW8kLbJg39wil)   - [Onboarding](https://learn.enginehire.io/en/knowledge/onboarding?hsLang=en) - [Application Forms & Profiles](https://learn.enginehire.io/en/knowledge/application-forms-profiles?hsLang=en) - [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#main-content) - [Documents](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en#documents) - [Jobs](https://learn.enginehire.io/en/knowledge/jobs?hsLang=en) - [Payments](https://learn.enginehire.io/en/knowledge/payments?hsLang=en) - [Integrations](https://learn.enginehire.io/en/knowledge/integrations?hsLang=en) - [App](https://learn.enginehire.io/en/knowledge/app?hsLang=en) - [For Candidates & Clients](https://learn.enginehire.io/en/knowledge/for-candidates-clients?hsLang=en) - [Backup Care](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#main-content) - [Instant Book](https://learn.enginehire.io/en/knowledge/backup-care?hsLang=en#instant-book) - [Data Import & Export](https://learn.enginehire.io/en/knowledge/data-import-export?hsLang=en) - [Reporting & Logs](https://learn.enginehire.io/en/knowledge/reporting-logs?hsLang=en) - [Error](https://learn.enginehire.io/en/knowledge/error?hsLang=en#main-content) - [Authentication](https://learn.enginehire.io/en/knowledge/error?hsLang=en#authentication) - [Settings](https://learn.enginehire.io/en/knowledge/settings?hsLang=en) - [Domain](https://learn.enginehire.io/en/knowledge/domain?hsLang=en) - [Webinars and Training](https://learn.enginehire.io/en/knowledge/webinars-and-training?hsLang=en) - [Ways to Grow and Make More Money](https://learn.enginehire.io/en/knowledge/ways-to-grow-and-make-more-money?hsLang=en) - [Placements](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#main-content) - [Job Board](https://learn.enginehire.io/en/knowledge/placements?hsLang=en#job-board) - [Enginehire Team Internal Videos](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#main-content) - [Settings](https://learn.enginehire.io/en/knowledge/enginehire-team-internal-videos?hsLang=en#settings) - [AI](https://learn.enginehire.io/en/knowledge/ai?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0-1.png?width=68&height=24&name=enginehire%20logo%20thin%20dark%201.0-1.png "Chill listening crop-3")](https://enginehire.io) Enginehire Help Center Copyright © 2026, Enginehire Inc.