In this article, you will learn:
How to import your historic sales
How to know whether your import was successful
Please note: You must be an account administrator to import sales.
How to Import your Historic Sales
Login to Bizimply.com as an account admin
Click on your name/email in the top right of your screen
Select 'Settings' from the drop down menu
Click 'Shift Log Setup' from the list on the left
Click 'Sales Import'
Read through the instructions in blue on the right
Click 'Download Sample CSV File' and use our sample CSV file to import your sales as it is formatted correctly
Open the downloaded CSV file
The columns downloaded will represent sales areas already set up in your account via the Shift log
Populate with data under the appropriate headings ensuring to use the correct dd/mm/yyyy format and not using any symbols
Once this is complete, save the file as a file as CSV
Return to the Bizimply screen and choose the location to upload the historic sales to from the 'Select Location' drop down
Select 'Choose File' and choose your saved CSV file
Click the blue 'Import' button
It may take a few minutes for your sales to upload
How to know whether your import was successful
Once you have successfully imported the sales, the following green banner will appear:
However, if your import is unsuccessful a red banner will appear and you will be presented with an Error List identifying the issue similar to the one in the image below. You will receive an error message for the following issues:
Incorrect date format
Including symbols in file
Importing to selected location that does not match location within the csv file
Leaving location and date fields blank
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