Manually importing sales from a csv or Excel file
It is not an import and forget method, but you can import sales from a csv file. The limitation on imported sales in a csv, is that you still have to open each sale you imported individually to confirm the address/geolocate the address for it to map (or be searchable in the job card).
Go to Sales on the left main menu.
Click on the Import Generic Sales Data button on the bottom of this screen.
Upload your file and start the process of mapping your header row, data from the first cell of active data to the last. After this process, ValuePRO will let you "map" the data from the spreadsheet to the database fields for sales.
Map these and click the "Verify Data" button. Verify.
Excel Column Name:
You will see a list of drop downs where you can select the correct Field for each item detected in your sheet.
NB: We recommend making your sheet only contain data columns of fields you will need.
Should you need to talk to our team on how to do this, please email us on email@example.com.
For testing purposes, you can try the first upload with sample data: