An admin user can either manually import turnover via DealTrack’s user interface or use SFTP to securely transfer files to DealTrack. This article covers how to import turnover manually.
Firstly, you will need to click on Config at the top of the page and then on Turnover in the drop-down menu. This will take you to the turnover page.
To help you, it is possible to download a csv template into which you can enter multiple turnover lines by clicking on the CSV template link (as shown in the screenshot below).
In this template, you will be required to enter the correct information for each turnover line under the header row that is already populated.
Once completed and saved, simply click the Browse button and select the file you wish to upload into DealTrack.
You will then have the option of ticking or unticking the available ‘Includes supplier references’ and ‘Ignore duplicates’ options.
The Includes supplier references option indicates whether DealTrack should expect the supplier to be populated or not, whereas Ignore duplicates indicates whether DealTrack should prevent any duplicate turnover lines from being imported or not.
Once complete, click the Import button (see screenshot below).
DealTrack will then validate that the data values provided are in an acceptable format to be imported into the system.
If all is ok, your turnover data from the file will be added to the relevant database. If it is incorrect, however, DealTrack will display an Import results message displaying rejected rows or reasons why the file was not processed (as shown in the example below).