Import Sales

Import Sales

SupportCenter Plus allows you to bulk import sales from a CSV file. This option allows you to import multiple sales across various accounts within the portal.

 

To import sales: 

    1. Click the Accounts tab and then click Import Sales details from CSV button.

    2. In the import wizard that appears, click Choose File, select the CSV file and then click Next.

    3. Now, map the product fields with the respective column names in the CSV file and click Next, confirm the overwriting warning and click Import Now.

Adding sales is not supported for sub-accounts.

    • Related Articles

    • Products and Sales - Introduction

      You can build and manage a catalog of products that you offer to your customers. This catalog helps support reps to find relevant product information to provide pre-sales or post-sales support. You can create and manage sales by associating products ...
    • Add Sales

      To add sales:  1. Go to the Accounts tab and then click the desired account. 2. In the account details page, click Sales tab and then click Add Sales. 3. In the add sales form, provide the necessary sales details as required. The default sales fields ...
    • Sales - Additional Fields

      Based on your requirements, the default sales record can be customized using different types of additional fields. This is useful to capture sales-related additional information.   To configure additional fields:  1. Go to Admin>>Account ...
    • View, edit, or delete sales

      You can perform various sales-related actions from the sale list view. To access it, go to the Accounts tab, click the desired account name and then click Sales tab.  The sale list view displays all sales associated with the customer's account. To ...
    • Import products

      SupportCenter Plus allows you to bulk import products from a CSV file. To import products:  1. Click the Products tab and then click Import Products from CSV button. 2. In the import wizard that appears, click Choose File, select the CSV file and ...