Bring in your past sales

Published October 8, 2026 · Last updated October 16, 2026

5 minutes · Owner

Your report needs four columns: the product, the customer's name, who wrote the sale and the date it was written. The headers can say anything.

1

Open Data from the menu, then Upload Data.

2

Under Data type, choose Sales Log.

3

Drag your sales report onto the box, or press Click to browse and pick it.

4

Press Review mapping and check that each field on the left has one of your columns.

5

When the top line reads Ready to import, press Import.

6

Press Upload & Process.

The file shows under Uploaded today with how many sales are new. Home and Sales now show your history.

A name in the file is not on your team

Those sales still count for the office, but they are nobody's until you match the name to a person. Do it under Unmapped Sales Names in Settings › Team Members: see Fix a sale on the wrong producer.

Lead files

Files from your lead vendors go in the same window. Choose Internet Leads under Data type, then pick the Lead Provider and Lead Type. Upload internet leads has the steps.

Tip. Uploading the same file twice is safe. Sales already in your log are not added again.

Frequently Asked Questions

Can I upload several years at once?

Yes. Add the files together or one at a time. They are processed one after another.

Do my column headers have to match Producify's names?

No. Match any column to a field in the mapping window. The mapping is saved for your next file.