This article guides users through the complete process of uploading sales data into the system using a structured data import workflow. It explains how to prepare and format the data template, validate content, resolve errors, and finalize data submission. The article also outlines how to address upload issues and navigate error messages, ensuring a smooth and accurate import experience. It is designed for users who are responsible for submitting periodic sales reports and need to comply with system-specific data formatting and validation requirements.

To upload sales data, return to the Report Detail tab. At the bottom of the list will be a button to Upload Sales Data. On this page if you want to get a quick overview of the process, click the View Data Import Guide & FAQ button.

First, before we can upload any data, we need the correct data template the system is expecting. To download the template, click the Download Data Template button. You will have the option to download via XLSX or XLS file type.

• Once downloaded, open the data template file and review the Cover Page tab. It will provide some additional guidance and tips, as well as show you all the fields required for upload and their respective validations.
• If your data template has any additional accepted values, you may see a second tab called Accepted Values. Here each column header and a list of their accepted values will be listed here. If you input anything for these columns that are NOT in the Accepted Values list, the file will be rejected.

• Based on this example, we know the only Accepted Values for the field Contract Category is: Office Supplies, Recycled Paper, or Envelopes. All other values input for this column will result in an error on upload.
• Lastly, we have our data tab, where we will paste all the data from the source file containing your sales data.

Upload Tips

If you can’t make any changes to the file, make sure you’ve enabled editing on the excel file.

Make sure when you’re pasting your data to Paste Values Only which will strip off any additional formatting. In the top left corner of excel will be a Paste button with a dropdown, click that and then the first option in Paste Values section is the option we want.

Use an Excel formula to easily validate Line Purchase Total Amount (e.g. =g2*f2)

Make sure all your data is in its proper format before submission. (e.g. Invoice Date is mm/dd/yyyy). To apply the format to the whole column, click the C column header for Invoice Date. Then right click the highlighted column and choose Format Cells… In the left category selection, choose Date, then find an accepted date format.

Uploading Sales Data

Once you have all your sales data pasted in the file, save your data template file with it’s data somewhere you will remember, then you are ready to upload into the system!

Return to the system in the Upload File section, click Choose File this will pop up your window explorer. Find where you saved your data template file, double-click the file to be selected. Once you’ve done this, click the Upload File button.

1. The initial upload will make sure the file meets standard file upload guidelines.

2. The next step is to Validate Template and File Format. This ensures the system is getting what it’s expecting in terms of: Data Template (assigned to your report) and File Format (XLSX, XLS).

3. Once the template and format are verified, we are now ready to Validate Data inside of the file. This is checking that all of the format validations, accepted values, and math regarding the line total purchase amount (quantity * unit price) is all correct.

4. Lastly, the system recognizes we already have some sales data reported on this report. It wants to know whether we add to that data (APPEND) or overwrite that data (CLEAR) with the data we’re importing. Once we have made our choice, the final step is to Transfer Data.

Handling Import Errors

If you happen to run into an error during any point of the upload process, feel free to reach out to customer support, by clicking the link in the bottom left of the corner of your screen. Additionally, here are some of the common errors received.

An error may occur if you attempt to add additional data to your data template. The error will populate in step 2, when we validate template and format.

To fix this, re-download the template to ensure your data template is set correctly.

Now we will look at data errors, these are returned in Step 3, Validate Data.

To fix these you can download the errors into an excel file for feedback on which lines are throwing the errors.

Column A: The excel row number that has the issue.

Column B: The status – Error or Alert. Error is a hard stop on import, while you may still proceed with an alert.

Column C: This column is the feedback for why the line was returned with an error/alert status.

Column D-K (or longer depending on template): Your original data uploaded to the system.

Based on the feedback above we know the Line Total Purchase Amount does not equal unit price * quantity.

We also know for our other error the Invoice Date is not only formatted incorrectly but exceeds the 10 character limit. We must now return to our previously uploaded file, make the specified updates above and re-upload.

Processing Alerts

In the final step you may be alerted that records require review, before importing. While an alert will not stop you from importing, you must choose which action to satisfy the records requiring review. You must still choose an import action, which we’ve gone over above.

However, now at the bottom we have a new action to take for Exception Requests. If you wish, you can download the alerts feedback file and review it. Once you’re ready to move forward, you have two actions, Import records “as-is” which will require individual review when imported. You can also Request Exception NOW for the affected records, in bulk. If you choose to request exceptions, you must type in an exception request that will be applied to all the affected records. When complete, click Transfer Data.

Uploading sales data involves downloading a system-specific data template, preparing it with accurate and accepted values, and following a step-by-step upload and validation process. The article highlights common pitfalls—such as mismatched formats and unapproved field values—and provides guidance for resolving them. Users can also request exceptions or review alerts for flagged entries. Throughout the process, built-in support tools and error feedback help users ensure their data is clean, complete, and ready for reporting.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.