Give every location a Location code that matches the ID in your sales report. Codes are the most reliable way to match rows to locations. See [Add and manage locations].
1. Go to Sales and select Import CSV.
2. Select Download template CSV if you want a starting file.
3. Choose or drop your CSV file.
4. Map your columns:
– Location code or name
– Period start
– Period end
– Gross sales (in your company currency)
– Notes (optional)
5. Check the preview of the first 20 rows.
6. Select Import [N] rows.
Location, Period Start, Period End, Gross Sales, Notes
Rule | Detail |
Dates | Must be YYYY-MM-DD. The period end can't be before the period start. |
Amounts | Dollar signs and commas are removed. Amounts aren't converted between currencies. |
Location matching | By location code first, then by exact location name. If two locations share a name, the first match is used, so use codes. |
Duplicates | A row with the same location, start date and end date as an existing entry is skipped, not updated. |
File size | Up to 5,000 rows per file. |
• You'll see Added, Duplicates skipped and Failed counts.
• Download failed & duplicate rows gives you your original rows with a Reason column, ready to fix and re-import.
• Undo import removes every entry this import created.