Required User Privileges: Company Admin / Team Admin
The first step is to click on Manage at the bottom left corner of SalesScreen:
A menu will pop up, where you can proceed to click on All Reports under the Data headline:
Then, select the correct report type at the top:
Once the correct report type has been selected, click on the Import from Excel button:
Upload your Excel spreadsheet by pressing the upload button. You can also download our Excel template to see an example.
Once your file got uploaded, you will be asked to map each column in your excel spreadsheet to a report field (some columns may be auto-mapped. Make sure this is correct before completing the connection). This is done through the dropdowns. When you are done, click the Complete connection button:
You will then be presented with the data you have uploaded. Make sure that the data corresponds to that of your Excel sheet. To initialize the import process click on Start Import:
If any row(s) contains an error, you will be given the choice to skip that row or upload a new file that does not contain an error. Click on the errounous row(s) to skip.