📥Sales Import

Step-by-step guide

Follow these steps to import your data

2

Enter the data into the file

⚠️Make sure not to change the column names otherwise you will receive an error and the data related to that category will not be imported

3

Download the file and import it into Vaulty

Once you have finished entering your data, download the file:

File -> Download -> Microsoft Excel (.xlsx)

and import it into the app.

If you did everything correctly, the system will show you a preview with any errors or the total number of rows successfully imported.

Enter accounts associated with sales

To enter accounts associated with sales, follow these steps:

1

Create the accounts

Make sure the email associated with the platform is the same one you enter in the xlsx file

2

Download the xlsx file

3

Import the file into Vaulty

Note Well

If you do not fill in these fields in the xlsx file, the following values will be applied by default

Field
Default

Quantity *

1

Sale Date *

Current date

Status *

Pending

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