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Uploading Sales Data via CSV

This article explains how to upload sales data in bulk using a CSV file within a sales collection campaign.

CSV upload allows you to enter sales data in bulk rather than one entry at a time.

You can use this method to:

  • Upload data for multiple entries in one file

  • Submit data for multiple periods

  • Ingest historical sales data efficiently

All uploads are completed through a sales collection campaign.

Step 1: Open the Campaign

  1. Log into the Sales Collection Portal.

  2. From the sidebar menu, select Collection.

  3. Click Campaigns.

  4. Open the campaign you want to upload data into.

Step 2: Set the Collection Dates

CSV upload relies on collection dates.

When you first open a campaign:

  • The Download Template and Upload via CSV buttons will be disabled

To enable them:

  1. Set the collection dates at the top of the campaign page
    (for example, last month or a custom date range)

  2. Once dates are selected, the buttons will become active

Step 3: Download the CSV Template

  1. Click Download Template.

The template respects any filters you have applied:

  • If filters are applied, the template will only include relevant entries

  • If no filters are applied, the template will include all available entries for the selected date range

You can also download templates covering:

  • A single period

  • Multiple months

  • A full year (useful for historical uploads)

Larger date ranges may take longer to generate.


 

Step 4: Complete the CSV File

Open the downloaded CSV file and enter your sales data.

Key points to note:

  • Some fields may already be pre-filled if data exists

  • Existing values should be left in place unless they need correcting

  • Leaving pre-filled data unchanged helps prevent validation errors

You can complete:

  • Turnover

  • Net sales

  • Transaction counts

  • Item counts
    (depending on how the campaign is configured)

Save the file once complete.

Step 5: Upload the CSV File

  1. Return to the campaign page.

  2. Click Upload via CSV.

  3. Select your completed CSV file.

The system will immediately validate the data and show:

  • How many rows will be imported

  • How many rows contain errors

Step 6: Review and Fix Validation Errors

If any rows fail validation:

  • Cells with issues will be highlighted

  • Hovering over a highlighted cell explains what needs fixing

Common examples include:

  • Calculated values not matching expected totals

  • Required fields missing

  • Values that conflict with form rules

You can:

  1. Double-click directly into the CSV preview

  2. Correct values inline

  3. Click Validate changes to recheck the file

The system updates the import count as issues are resolved.

 Alternatively, if you have a lot of errors, you might find it easier just to fix them in the original CSV file and then use the Upload Amended CSV button. This will upload a new version of the CSV and totally replace the previous one. 

Step 7: Import the Data

When ready:

  1. Click Import.

Important to note:

  • Rows with errors will not block the entire upload

  • Valid rows will be imported successfully

  • Invalid rows will be skipped

This allows you to upload most of your data even if some entries are incomplete.

What Happens After Import

Once the upload completes:

  • Imported data appears in the campaign immediately

  • Progress and compliance figures update automatically

  • Any skipped entries remain outstanding until completed

This upload method works for both:

  • Property management teams

  • Retail users with access to multiple entries