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 |
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.
NOTEPlease note upload may not be instant, before uploading multiple files get in touch with Ruler and we can assist.
Updated 3 months ago