The Import Secondary Sales feature was designed to import data from a secondary source. It requires the import file to be in a CSV format. With a proper format, a secondary (non-Agvance related) set of data may be captured into Agvance. Please consult SSI Support Staff before using this feature and for the file format.
- Patronage Category – Double-click to choose the Agvance Patronage Categories to use.
- Cross Ref Category – Enter the cross-reference category next to each corresponding Patronage Category.
- Import File Location – Select File Browse to choose the location of the file to be imported.
- CustID Match On – Choose an option from the drop-down for the location of the information Agvance should use to match up the Customer in Agvance with the information in the non-Agvance data. If Attribute is selected, the lower drop-down field is enabled to select the specific Attribute.
- Import – Select to import the sales information from the file selected.
How to Create the File
- Import data into Excel.
- Sort data into four columns in the following order: Customer ID, Patronage Category, Units, Dollars.
- A Patron cannot have more than one row per Category.
- Customer IDs must reference either the Customer ID or the Customer Cross-Reference in Agvance.
- Save as a .csv file.
Note: The file cannot contain a header record.
How to Import the Data File
Note: If Support becomes involved in Importing Secondary Sales, the time is billable at the current hourly rate.
- At Patronage / Capture Activity / Import Secondary Sales, select the location of the import file.
- In the CustID Match On area, select the CustID match from the import file to Agvance.
- Indicate the Patronage Categories to be used on the import.
- Insert the character reference in the Cross Ref Category that will match the Patronage Category to the import file category.
- Select Import.
- If an error report is generated, modify the Excel file and retry the import.
