Bizimply

- How to import Forecast Sales to Bizimply

<i>Please note: This is part of the Forecasts app in the Operations Management Suite. You must either be an account administrator or assigned access to your group role to access this part of Bizimply</i>

<b>How to Import Forecast Sales to Bizimply</b>

Click 'All Locations' drop down menu in the top right to view the page as 'All Locations'

Click into 'Forecasts' tab from the navigation bar 

Select 'Forecast Sales Import' under 'Forecast Imports' on the left side of the page

Click on the blue button 'Forecast Sales Import Sample File' to download the sample file

Populate the file with data, ensuring you do not change the location/store name and data formatting is correct

Select the CSV File and then click the blue 'Import' button

If any fields have failed to import, a list will be generated. You can then fix the errors and re-import the file.

If there are no errors and the file uploads successfully, you will get a confirmation message

Please note that it may take a few minutes for a large file to upload

1. Login as an account administrator
2. Click 'All Locations' drop down menu in the top right to view the page as 'All Locations'
3. Click into 'Forecasts' tab from the navigation bar 
4. Select 'Forecast Sales Import' under 'Forecast Imports' on the left side of the page
5. Read all instructions in the blue box
6. Click on the blue button 'Forecast Sales Import Sample File' to download the sample file
7. Populate the file with data, ensuring you do not change the location/store name and data formatting is correct
8. Save the file
9. Select the CSV File and then click the blue 'Import' button
10. If any fields have failed to import, a list will be generated. You can then fix the errors and re-import the file.
11. If there are no errors and the file uploads successfully, you will get a confirmation message
12. Please note that it may take a few minutes for a large file to upload

<a href="https://support.bizimply.com/en/articles/5658701-coming-soon-weekly-forecast" rel="nofollow noopener noreferrer" target="_blank">How does Weekly Forecast work</a>

<a href="https://support.bizimply.com/en/articles/3998818-how-do-i-edit-access-to-forecasts" rel="nofollow noopener noreferrer" target="_blank">How to edit access to Forecasts</a>

<a href="https://support.bizimply.com/en/articles/5657919-coming-soon-forecasts-settings" rel="nofollow noopener noreferrer" target="_blank">Setting up Forecast Settings</a>

Learn how to import your yearly sales forecast/sales target in bulk to the system.