We are excited to announce a new feature designed to simplify the process of migrating to our platform by enabling users to import past transactions and orders seamlessly. This update allows businesses to bring over historical data and leverage it for insightful reporting.
Effortless Migration of Historical Data
Businesses now have the ability to import all their historical orders and transactions from previous platforms into their accounts on our system. This feature supports the CSV file format, ensuring that data transfer is straightforward and accessible.
Enhance Reporting with Historical Data
Once imported, these transactions and orders become part of your reports and affect the total revenue calculations. This ensures that your dashboards reflect a complete picture of your business’s performance.
Comprehensive Transaction Records
For each order record in the CSV file, a linked transaction record is simultaneously created. This feature aids in maintaining a detailed account of revenues and assists in streamlined tracking.
Contact Updates with Transaction Information
Customer details included in the CSV files will be used to either create new contacts or update existing ones. All transactions and orders will be visible within the customers’ profiles, offering a cohesive data experience.
Dual Date Tracking
Our system will maintain two separate dates: one for when the transaction is added to the platform and another representing when the transaction actually occurred. This ensures clarity and precision in your financial records.
Access to Sample Files and Format Guides
Each import interface includes help documentation and sample CSV downloads to guide users through the format requirements and ensure successful data migration.
The import feature can be accessed through the following sections:
By leveraging this new functionality, businesses can enjoy a more streamlined transition to our platform, ensuring that their past data continue to drive future success.
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