In this article you will learn:

  • Import your historic sales

Note: You must be an account administrator to import sales.

Here is a quick video walkthrough:

Import your historic sales

  1. Login to Bizimply.com

  2. Click on your name/email in the top right of your screen

  3. Click 'Settings'

  4. Click 'Shift Log Setup'

  5. Click 'Sales Import'

  6. Click the dropdown menu and select 'File Upload'

  7. You will then be presented with a new screen

  8. Click 'Download Sample CSV File' and use our sample CSV file to import your sales as it is formatted correctly

  9. Open the downloaded CSV file

  10. The columns downloaded will represent sales areas already set up in your account via the Shift log

  11. Copy the date and sales figures under the appropriate headings ensuring to use the dd/mm/yyyy or mm/dd/yyyy format and not using any symbols - please see example image below

  12. Once this is complete, save the file as a file as CSV

  13. Return to the Bizimply screen and choose the location to upload the historic sales to

  14. Choose the date format that matches that chosen in your file

  15. Select 'Choose File' and choose your saved CSV file

  16. Click the blue 'Save' button

  17. It may take a few minutes for your sales to upload

Related articles:

Configuring your Bizimply account

What is administrator access?

How do I enter my daily sales to Bizimply?

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