Import Sales Data as a CSV via Email

Email your Revenue data as a CSV Report to Ruler Analytics.

Before you email over your CSV please ensure you confirm your email address and upload template with your Account manager.

Step one - Confirm this will be the method to upload your sales with your account manager.

Variable	Description
email (required if phone isn't present)	The email address of the closed sale/deal
phone (required if email isn't present)	The callers number of the closed sale/deal
date (required)	Date of closing/won. The date your revenue was received Please use the following format 2019-03-15T13:14:00
value (required)	The total revenue received for that deal/sale
label	You can add any variable here for you own reference such as Order ID
currency	The Currency of the record you are uploading

Step two - Email over your CSV report to [email protected]

Step three - View your revenue data in your Ruler Analytics Dashboard.

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NOTE

Please note upload may not be instant, before uploading multiple files get in touch with Ruler and we can assist.