In this article you will learn how to:

  • Import your historic sales

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

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 'Company Settings'
  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 Shiftlog
  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

Here is a quick video walkthrough:

Related articles:

Configuring your Bizimply account

What is administrator access?

How do I enter my daily sales to Bizimply?

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