Integrations & Billing
Import sales data from a CSV file
Upload, map and preview records before importing them.
Step by step
- Open Settings, choose Integrations and select Manual Import.
- In Import Sales Data, upload the supported sales file.
- Map the source columns to the requested import fields and choose Preview Data.
- Review the valid records, correct mapping if needed, and choose Import Records.
Troubleshooting
Should I upload the file again if I am unsure the import finished?
Review the saved sales records and the import result first. Keep the source file and period handy so you can reconcile the outcome before attempting another import.