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 about 2 months ago