Our Sales History Importer makes it easy to pull across sales transactions that are not within your connected Inventory/Accounting System. For example if you have old sales data that is not in your new Inventory/Accounting System but want this within CRM, you can use the importer to pull this history across.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Access the Sales History Importer
To access the Sales History Importer, click on Data Import underneath Sales from the navigation menu. From there, click on the drop-down to the right of the "Create new opportunities" button and select 'Sales Transactions' instead.
Step 2: Download Template
If you haven't already, you can download our Excel template which outlines what data you need to include in order to successfully transfer your sales history into the CRM. Simply click the 'Download Template' button.
Step 3: Populate Template
Once you've downloaded the template, populate this spreadsheet with the sales history you'd like to import.
Click here to learn how to update the template.
Step 4: Uploading the Sales History
Once you're ready, hit 'Next'. You'll then be prompted to upload your spreadsheet. You can choose to either manually search for the file on your PC or drag the file into the drag and drop area.
Once you've selected your file, proceed to upload your spreadsheet by pressing 'Next'. The importer will then upload your data into the CRM.