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.
To import sales history, on the Import screen, choose "Sales orders" from the import options, then click "Upload file".
Building an import file
Create an XLS or CSV spreadsheet including the information you want to import, making sure each column has a header:
Column name | Required | Column type | Comments |
SKU Barcode Title ID | ✓ | Text | One of these four columns is required to act as an identifier. |
Quantity | ✓ | Number |
|
Price |
| Number | Price paid by the customer for each unit (not the total revenue for the variant on that date). |
Discount |
| Number | A fixed amount for the line. |
Tax |
| Number |
|
Tax included |
| Yes/No | Use "Yes", "Y" or "1" to indicate tax is included in the price, or "No", "N", "0" or empty to indicate tax is not included. |
Warehouse | ✓ | Text |
|
Currency |
| Text | Must be in ISO 4217 format. |
Order date | ✓ | Date |
|
Order # |
| Text |
|
Customer |
| Text |
|
Status |
| Text |
|
You can download a CSV template from Inventory Planner to help build your file.
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.
Mapping your columns
Check to make sure that column titles from your spreadsheet are matched to the corresponding field in Inventory Planner.
In addition to mapping columns, you can configure some options:
Match by
Choose which identifier you're using to map your variants.Warehouse
If not set in the file, choose which warehouse you're importing history for.Currency
If not set in the file, select the currency of orders in the file.Date format
Select the date format. If you don't, Inventory Planner will attempt to automatically detect the format.
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.
