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 on September 1, then your imported data should only go up to August 31.
Note: Historical returns data can also be imported. Indicate a returned item by entering a negative figure into the quantity column.
Importing sales history
To import sales history click on Account > Imports, then click "+ New import" at the bottom of the page.
Choose "Sales orders" from the import options, then click "Upload file".
Your sales information should be in a CSV or XLS spreadsheet with the following column titles:
SKU
Order Date
Quantity
Warehouse
You can optionally include:
Price
Price paid by the customer for each unit (not the total revenue for the variant on that date)
Discount
Fixed amount for the line
Tax
Tax per unit
Tax included
Enter as Y/N to state whether the tax is included in the price
Currency
Order #
Customer
Instead of "SKU", you can use another identifier such as Title, ID, Vendor Reference, or Barcode to match the information in your file to the correct variants in Inventory Planner. You can download a CSV template from Inventory Planner to help build your file.
Note that the price should be the price paid by the customer for each unit - not the total revenue for that variant on that date.
Once your spreadsheet is ready, upload the file to Inventory Planner.
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 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 can see when the upload is finished and recalculations are complete by looking at the sync icon at the bottom left of the screen.
Avoiding 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 imported files as follows.
Go to Account > Import > + New import, then click Import History.
Click the trash can icon in the "Actions" column to remove the file. If you don't see the "Actions" column, click the gear icon on the side of the page to add it to the report.
