Import Historic Sales Data into AIM
Follow
Sales/Support
Updated : Created :
BI Vision and AIM allows you to import a sales history. With this feature, you will be able to upload your historical sales data (Invoiced Sales Orders and Credits) from your previous stock management system to AIM.
We are limiting the date range for uploading historical sales data to not allow transactions older than 2015-01-01. The suggested limit is to only upload 5 years of data and there is a file size limit of 100MB per file to upload.
NOTE: Due to the complexity and other integrations such as integration with accounting software, the historical sales data will only be visible in BI and not in Unleashed core.
The processing time for uploading the historical data could be quick or take a couple of hours depending on the volume of data. You will receive an email informing you of any errors found during validating your imported data or when processing was completed successfully so you don't need to wait for it to be done and may continue using Unleashed as normal.
The failure and success notifications will be visible in Unleashed under the notifications icon, you will also receive emails with more detail.
There is a limit of 10 attempts per day.
Every upload will replace and overwrite the previous uploaded historical sales data so it should always include all the transactions.
To begin the import process, click the Import button on the AIM Insights Dashboard
Sales Order Template field definitions
|
Field |
Definition |
Field Size (Max) |
Type |
Mandatory field |
|
OrderNumber |
Unique sales order number per sales order |
20 |
PK - Alphanumeric |
Yes |
|
OrderDate |
The date the order was placed (Oldest date allowed = 2015-01-01) |
- |
yyyy-mm-dd |
Yes |
|
RequiredDate |
Date when delivery/shipment was required. (Oldest date allowed = 2015-01-01) |
- |
yyyy-mm-dd |
Yes |
|
CustomerCode |
The unique customer code (as created in Unleashed) who placed the order. |
500 |
Alphanumeric |
Yes |
|
SalesChannel |
Sales channel - Mobile, B2BPortal, API |
50 |
Alphanumeric |
Leave blank if not applicable. |
|
SalesPerson |
Name and surname of the salesperson who made the sale - Ideally all these salespersons will be added to Unleashed - https://unleashedsoftware.com/v2/SalesPerson/Update |
256 |
Alphanumeric |
Leave blank if not applicable. |
|
SalesOrderGroup |
This should match a Sales Order Group as setup in Unleashed - |
50 |
Alphanumeric |
Leave blank if not applicable. |
|
WarehouseCode |
This is the warehouse linked to the Sales Orders. The code entered should match a Warehouse code as setup in Unleashed - https://unleashedsoftware.com/v2/Warehouse/List |
15 |
Alphanumeric |
Yes |
|
DeliveryCity |
The City field for delivering the products sold. |
500 |
Alphanumeric |
Leave blank if not applicable. |
|
DeliveryRegion |
The State/Region field for delivering the products sold. |
500 |
Alphanumeric |
Leave blank if not applicable. |
|
DeliveryCountry |
The Country field for delivering the products sold. |
500 |
Alphanumeric |
Leave blank if not applicable. |
|
CurrencyCode |
The default currency code linked to the Customer record. It must be a valid currency code used in your Unleashed account, set up under Settings. https://unleashedsoftware.com/v2/Currency/Update |
3 |
Alphanumeric |
Yes |
|
ExchangeRate |
The exchange rate at the time of Sale. Only needed to complete if the sale to the customer was done in a foreign currency. This exchange rate will be used to apply to the values entered in LineTotal. |
18 |
Numeric * |
Yes - Enter “1” if it is the same as the base currency |
|
ChargeTotal |
Total charges/costs linked to the Sales Order, repeat the total on all line items. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Leave blank if there were no additional charges. |
|
LineNumber |
Each product on the Sales Order represents a sales order line, starting from number 1 for the first product, 2 for the second, etc. |
18 |
Numeric |
Yes |
|
ProductCode |
The product code must match the product code as captured in Unleashed. https://unleashedsoftware.com/v2/Product/List#Obsolete=All,Sellable=All |
100 |
Alphanumeric |
Yes |
|
OrderQuantity |
The number of units sold |
18 |
Numeric |
Yes |
|
UnitPrice |
The sale price, in your local currency, per Unit sold at the time of sale. Excluding tax. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Yes |
|
DiscountRate |
Any discount percentage applied to the unit price. 10% discount should be entered as 0.1 and 100% discount = 1 |
18 |
Numeric * |
Yes - Enter 0, if not applicable. |
|
LineTotal |
Total sale, in your local currency, including any discounts applied. Excluding tax. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000,000.00 should be entered as 1000000.00.) |
18 |
Numeric * |
No |
|
LineCost |
Average landed cost price at the time of sale. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Yes |
* NOTE: Numeric fields should not have more than 4 decimal values.
Sales Invoice Template field definitions
|
Field |
Definition |
Size |
Type |
Mandatory field |
|
InvoiceNumber |
Unique invoice number linked to the Sales Order number |
21 |
PK - Alphanumeric |
Yes |
|
InvoiceDate |
The date the order was invoiced. (Oldest date = 2015-01-01) |
- |
yyyy-MM-dd |
Yes |
|
CompleteDate |
The date the invoice was completed.(Oldest date = 2015-01-01) |
- |
yyyy-MM-dd |
Yes |
|
OrderNumber |
The unique sales order number this invoice is linked to. |
20 |
FK - Alphanumeric |
Yes |
|
ExchangeRate |
The exchange rate at the time of sale. Only needed to be complete if the sale to the customer was done in a foreign currency. (eg. 0.984) |
18 |
Numeric |
Enter “1” if it is the same as the base currency |
|
ChargeTotal |
Any additional charges/costs linked to this Sales Invoice, repeat the amount on all line items. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Leave blank if there were no additional charges. |
|
LineNumber |
Each product on the Sales Invoice represents a sales order line, starting from number 1 for the first product, 2 for the second etc. This should match the line order number per product listed on the completed sales orders template. |
18 |
Numeric |
Yes |
|
ProductCode |
The product code must match the product code as captured in Unleashed. https://unleashedsoftware.com/v2/Product/List#Obsolete=All,Sellable=All |
100 |
Alphanumeric |
Yes |
|
InvoiceQuantity |
The number of units invoiced. |
18 |
Numeric |
Yes |
* NOTE: Numeric fields should not have more than 4 decimal values.
Credit Note Template field definitions
(Only applicable to complete if you processed credit for any of the Sales Orders captured or for free credits (not linked to Sales Orders).
|
Field |
Definition |
Size |
Type |
Mandatory field |
|
CreditNoteNumber |
Unique credit note number. |
20 |
PK - Alphanumeric |
Yes |
|
CreditDate |
Date the credit note was processed. (Oldest date = 2015-01-01) |
- |
yyyy-MM-dd |
Yes |
|
CreditType |
Option of 2 types, credit linked to a sales order should be type = “Credit”. If the credit is not linked to a Sales Order it should be type = “FreeCredit” |
20 |
Alphanumeric |
Yes |
|
OrderNumber |
Unique Sales Order number linked to this credit. |
20 |
FK - Alphanumeric |
Yes - only if credittype = “credit” |
|
InvoiceNumber |
Unique Sales Invoice number linked to this credit. |
21 |
FK - Alphanumeric |
Yes - only if credittype = “credit” |
|
CustomerCode |
The unique customer code (as created in Unleashed) who placed the order and who received the credit. |
500 |
Alphanumeric |
Yes |
|
CurrencyCode |
The default currency code linked to the Sales Order. It must be a valid currency code used in your Unleashed account, setup under: Settings - System - Currency Rates. |
3 |
Alphanumeric |
Yes |
|
ExchangeRate |
The exchange rate at the time of sale. Only needed to complete if the sale to the customer was done in a foreign currency. |
18 |
Numeric * |
Enter “1” if it is the same as the base currency. |
|
ChargeTotal |
Total charges linked to the Credit note, repeat the total on all line items if there is more than one credit line. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Leave blank if there were no additional charges. |
|
LineNumber |
Each product on the Credit Note represents a line number, starting from number 1 for the first product, 2 for the second, etc. |
18 |
Numeric |
Yes |
|
ProductCode |
The product code must match the product code as captured on the Sales Invoice / Sales Order. |
100 |
Alphanumeric |
Yes |
|
CreditQuantity |
The number of units credited |
18 |
Numeric * |
Yes |
|
UnitPrice |
The price per Unit credited. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Yes |
|
LineTotal |
Total credit processed. Excluding tax. (The format of this field should be plain numeric with no thousand separators or currencies eg. $10,000.00 should be entered as 10000.00.) |
18 |
Numeric * |
No |
|
LineCost |
Average landed cost price at the time of sale. (The format of this field should be plain numeric with no thousand separators or currencies eg. $1,000.00 should be entered as 1000.00.) |
18 |
Numeric * |
Yes |
|
ReturnToStock |
Indication if the product credited was returned to stock. Returned to stock options are: TRUE or FALSE |
- |
Boolean |
Yes: TRUE or FALSE |
* NOTE: Numeric fields should not have more than 4 decimal values.