Our Sales History Import allows you to import your sales history for your customers in bulk from an Excel spreadsheet, helping you store all of your data in one place. To learn how to use the Data Import tool, check out this article.
The following guide will provide help when filling out the Data Import Excel template. All these fields will be automatically populated on the CRM generated template.
All the fields included in this section are compulsory to fill in when importing data into the CRM.
Line Number: This determines the sequence of the transactions on the order.
Ordered: The quantity of product that was ordered.
Currency Code: The currency that the order was placed in e.g. GBP, EURO, AUD
Price: The price of the product sold.
Value (ex. tax): The price x quantity sold, minus any discount applied to the transaction. This value will be excluding tax.
Line Tax Value: The value of tax applicable to transaction line.
Value (inc. tax): The price x quantity sold, minus any discount applied to the transaction. This value will be including tax.
Order Number: The order number of the order placed, this needs to be a unique reference number.
Order Date: The date of which the order was placed.
Account: The sales ledger ID for the customer account that the order was placed by. This is so the import knows which customer account to add the sales transaction to.
All fields included in this section are optional when importing data into the CRM.
Product Item ID: The product SKU/part number sold.
Description: The description of the product sold.
Cost Price: The cost price of the product sold.
Invoice Number: The invoice number if the order has been invoiced.
Invoice Date: The date that the invoice was generated if the order has been invoiced.
Delivery Address Lines, Postcode and Country: This is the full address for where the order was delivered to.
Now that you've populated the Data Import Template, click here to see how you can import your data into the CRM.