The Sales Import Wizard enables you to import external sales figures from a comma-separated values file (e.g. csv-file). Before you start the import process, please make sure that the first row of this file has a column heading and you have at least read-only access.

The Revenue Import Wizard is an assistant that will guide you step by step through the import process. These steps are explained in detail on the next pages.

 

Open the Sales Import Wizard by clicking on the -symbol in the Revenue Import menu bar. Then the welcome page of the assistant will open.

 

 

Click “Next“ to move on to the next page of the assistant.

 

 

On this page you need to choose your importfile. If you know the comple path with file names, you can enter it in the field “file” (see 1. in the figure above) or you can use the file-assistant for selecting your file by clicking on the “…” button (see 2. in the figure above).

Once you’ve made your selection, the button “Next” will be activated.

 

Note: By clicking on „open sample file“ you can take a look at a sample file, save it locally and do a test run.

 

In the section “Kind of sale“, you choose the type (see 3. in the figure above) to which the sales data will be added.

Example: If the file you want to import contains physical products sales data, choose “Physical Media Products“ (see 3. in the figure above). The data will then be added automatically to the existing products of this type. In this case the assignment will be based on the EAN code.

 

Once you’ve finished, click “Next“.

 

 

If you have already created a template during previous import processes, you can select it here. A template offers you the possibility to skip several set-up steps for recurring import processes and therefore saves a lot of time. How to generate a template will be explained in a later step of the assistant. Once you’ve made a selection, click “Next”.

 

 

Here you can choose the currency that represents the sales data in your file with today’s currency exchange rate. In the green box you find today’s currency exchange rate. This rate can also be changed manually.

 

Depending on whether or not you have selected a template on the previous page, the assistant will lead you to different pages.

 

If you did not select a template, the following page appears:

 

 

On this page you will choose the import settings, which are very important for form and content.

 

A background process has analysed your selected file in terms of separators and headers and shows you the result of the first 6 rows in the table preview. The identified separator will be shown in green letters (see 1. in figure above). If your file does not include a column heading in the first row, you need to uncheck the box “1. Row contains column headlines” (see 2. in figure above). The data preview will refresh immediately. If the result of the preview does not meet your expectations, you can try out different separators, until you reach the expected result. With the button “Auto Detect” (see 3. in figure above), the separators used in your file will be identified automatically.

 

 

In the section „Date and currency format“, you need to specify which date format is used in your file. It is very important to define whether the format is day.month.year or day/month/year, for example, and which separator is used.

 

You can either choose a format from the drop-down list, or define your own:

 

 

Selecting the used separator is very important for the correct accounting of external sales. Once you’ve made your selection, you can click “Next”.

 

Note: The settings for separators, column headings, date and currency format, etc. can be saved in a template!

 

Now you need to assign the columns of your file to the columns of the required shema (see figure below).

 

 

The assignment of columns can easily be carried out by drag and drop. Click on a field of your file, hold the left mouse button and drag the field to the proper row on the right. It is very important that the source data type is the same as the target data type. In the figure above, you see the finished assignment.

 

Note: The assignment can be saved in a template.

 

If you click “delete assignment”, the assignment will be deleted and it won’t be possible to go to the next page of the assistant.

 

Only once you’ve assigned all fields, you can click “Next“ and move on to the template page.

 

 

As mentioned before, you have the possibility to save all settings in a template. You can select this template for a new import process and don’t have to set it all up again. Just enter a template name and click “Save”.

 

Saving a template is optional, so you can proceed by clicking “Next“ if you don’t want to save a template.

 

 

The following preview page shows the data of the first 100 rows, according to your settings. If they are correct, you can click “Import”. If not, you can go back to the part that needs to be corrected.

 

Only files that comprise all data in all rows will be imported successfully.

If any data is missing, a list with all faulty rows will appear. If that is the case, you need to check the content of the file and start the import process anew. If you have saved a template, the new import attempt will be processed a lot faster.

 

If the import was successful, you will see the import result. We advise you to check it with your internal accounting data.

Is the number of rows correct?

Is the total sum correct?

Is the currency correct?

 

If the data is not correct, you have the possibility to revoke the import process. You can find more information about this in section 6.4 The sales table.

 

Related Topics

6 Additional Module Revenue Import