Importing Sales Data


In this video I’ll demonstrate how you can import your sales data from a CSV file. To get started, go to the Sales dashboard.

The first time you view this dashboard it won’t be very exciting, since there isn’t yet any data in your project. To remedy this, you can import your sales data either from a CSV file or directly from any third party ERP systems that we integrate with. Today, I’ll be showing how you can import your data from a CSV file. To do that, simply click on the ‘Import from CSV’ button.

This will display the ‘Import Orders’ page. In addition to letting you import a CSV file, this page contains a bunch of information about how such a file should be created as well as a sample CSV file that you can either import directly (if you just want to see what the software can do) or download as a template, to see how the file should look once you’ve generated this from your own sales data.

I’ll download the sample data so that you can see what this looks like. There’s a link here to a blog post that describes, in detail, how this file was created, but just quickly we’ll open this up in Notepad.

You can see that it’s just a plain text file which you can view or modify using any old text editor. It consists of a header row on the first line, which is a comma separated list of field names, and below that a bunch of data rows, which are the actual sales data that we want to import.

For this video, I’m not actually going to change anything in this file… I’ll just upload the sample CSV file as is by dragging it onto the ‘Choose file’ button and then clicking ‘Upload CSV’. Depending on the speed of your internet connection and the size of the CSV file that you’re uploading, it may take a minute or two for the file to be uploaded.

Once the CSV file has been uploaded, you should see the ‘Jobs’ dashboard along with a *Success* message up the top, telling you that your sales data has been queued for import. Under that you can monitor progress on the import in the list of Running Jobs - you can see it listed here as an ‘Import Orders’ job, along with the file name of the CSV file that was uploaded.

Once the job completes, it will be moved to the Job History.

Now, when we go back to the Sales dashboard, we can see a nice bar chart showing a summary of sales for the products we sell (in this case the fictitious products of Adventure Works).

More importantly, however, now that we have some sales history we are ready to generate a forecast of future demand for those same products, which will be the topic of our next video!