Importing sales data into Supy is a straightforward process. Here’s a step-by-step guide to help you through it:
Step 1:
Begin by navigating to the Integration section in Supy. From there, select Sales Imports.
Click on the Add Sales Data option. This will open a section where you need to provide some initial details related to the sales data you want to import.
Then go to Add Sales Data:
Step 2:
Fill out this section:
Once you’ve filled out the required information, download the provided template. This template is designed to ensure your data is in the correct format for Supy.
Step 3:
Open the downloaded template and enter the necessary sales data. Typically, this will include details such as item IDs, item names, quantities, and any other required fields.
Step 4:
If you receive sales data from a client in a different format, use formulas or data transformation tools to shift their data into the Supy template format. This step ensures compatibility and smooth uploading.
Step 5:
Once your data is correctly formatted and filled out, upload the completed template back into Supy through the same Sales Imports section.