Importing sales history directly to Inventory Planner should only be done if past sales information is not available through your connected platform.
When connecting Inventory Planner to your platform, historical sales information will sync to your account. If you have recently changed platforms, it may be useful to import additional sales history to provide more information for forecasting customer demand.
Imported sales should not overlap with data already available in Inventory Planner. For example, if sales data from your platform starts September 1, then your import data should go up to August 31 only.
To import sales history click on Account > Import
Then select "Sales Orders" from the Import options.
Your sales information should be in a CSV or XLS spreadsheet with the following column titles: SKU, Order Date, Quantity, Price (optional), and Currency (optional). Instead of SKU, you may alternately use Title, ID, Vendor Reference, or Barcode to match sales information with the correct variants in Inventory Planner. Note that the price should be the price paid by the customer for each unit. It is not the total revenue for that variant on that date.
In Inventory Planner, click on Select File to connect to your sales information.
We also offer the ability to download a CSV Template.
Note: You can import files as large as 100 MB but larger files might take longer to upload.
Proceed using the option to "Map columns" at the bottom of the screen.
Check to make sure that column titles from your spreadsheet are matched to the correct corresponding field in Inventory Planner. When all fields are matched correctly, click Import to finish the process.
It may take some time for the new data to load and reports to recompute. You will see when the upload is finished and recalculations are complete by looking at the sync icon at the bottom left of the screen.
Avoid duplication of sales information
Importing sales history directly to Inventory Planner should only be done if past sales information is not available through your connected platform. Imported sales should not overlap with data already available in Inventory Planner. For example, if sales data from your platform starts September 1, then your import data should go up to August 31 only.
If you need to re-enter that information or made a mistake on the first import, You can delete previously uploaded/imported files, using the option seen below:
Account > Import
Select the Import you wish to delete.
Then use the option to remove the imported data.