Migrating customer data from different platforms to your main system can be a challenging task, particularly when it involves ensuring the continuity of important information like transactions and orders. This article will guide you through the process of importing historical orders and transactions into Progreda using CSV files.
With this feature, businesses can easily migrate older transaction and order data, making it visible in their accounts while contributing to their overall reporting.
Key Features and Benefits:
Seamless Migration of Historical Data:
Importing past orders and transactions ensures that all relevant customer data is transferred and integrated into Progreda, without any data loss.Impact on Reporting and Dashboards:
Once imported, both transactions and orders will affect your business's total revenue figures and contribute to relevant dashboards. This provides accurate historical reporting and ensures that your financial tracking remains intact.Integration with Existing Contacts:
Customer details included in the CSV files will either create new contacts or update existing ones. This ensures your customer database remains up-to-date with relevant transaction and order data.Two Separate Dates for Transactions:
Progreda will maintain two distinct dates: one for when the transaction is added to the system and another for when the transaction was actually executed. This keeps the data accurate and ensures that historical transactions are properly recorded.CSV File Validation and Preview:
Before finalizing the import, the system will validate the data and provide a preview. This gives you a chance to check the information for accuracy before committing it to the system.Order-Linked Transaction Records:
When importing orders, each order will automatically be linked to a corresponding transaction record, ensuring that your data is fully connected and organized.
How to Use:
1. Prepare Your CSV Files:
Ensure your transactions and orders are properly formatted in CSV files. Each file should include relevant details such as customer information, transaction dates, amounts, and product details.
2. Navigate to Payments Section:
Go to the “Payments” section and select either “Orders” or “Transactions,” depending on which data you are importing.
3. Upload CSV Files:
Use the Import feature to upload your prepared CSV files into the system. Progreda will validate the data to ensure it is formatted correctly.
4. Preview and Confirm:
Once the CSV file is uploaded, the system will display a preview of the data. Review the preview to ensure everything is correct. If any errors are found, correct them in the CSV file before re-uploading.
5. Finalize Import:
After confirming the preview, proceed with the import. Progreda will then add the transactions and orders to your account, updating both the contact records and revenue data.
Image Guide for Orders Import:
Image Guide for Transactions Import:
Pro Tips:
Check CSV Formatting:
Be sure that the CSV files are correctly formatted according to the provided templates to avoid errors during the import process. Sample files are available for download to help guide your preparation.Verify Contact Data:
Double-check that customer information is complete and accurate to ensure that transactions and orders are linked to the correct contacts in your system.Use Data Previews to Spot Errors:
Always review the data preview thoroughly before finalizing the import. This step can help catch potential mistakes or misformatted entries that could cause issues down the line.
FAQ:
What happens if I upload a CSV with incorrect formatting?
The system will notify you of the error during the validation process. You will need to correct the formatting before uploading the file again.Can I import both transactions and orders in the same file?
No, transactions and orders need to be uploaded in separate CSV files to ensure they are processed correctly.Will the imported data update existing contacts in my system?
Yes, if the customer information is already in the system, the new transactions and orders will be linked to the existing contact.What should I do if the import process fails?
Check the CSV file for any errors or inconsistencies. Common issues include incorrect data formatting or missing fields. After addressing these, try the import again.Can I edit the imported data after it has been added to the system?
Yes, you can manually edit any imported transaction or order records in your system if necessary.