Upload a sales file
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Bring sales in from a spreadsheet your agency already keeps.
3 minutes · Owner
Upload a sales file again and read the resultcoming soon · 2:10
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Open Data from the menu.
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Choose Upload Data.
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Set Data type to Sales Log.
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Drop your file in the box, or press Click to browse. You can add several files.
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Look at the button under the file. If it reads Fix mapping, match the file's columns first.
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Press Upload & Process.
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Read the Result column under Uploaded today. Press Row details to see each line.
What the result words mean:
- new: added to your log.
- updated: already there, and the file changed something, such as an issue date.
- already in your log: already there, with nothing changed.
- identical in this file: the file had the same line twice.
A sale already paid through Producify is locked, and uploading it again changes nothing.
Tip. Uploading the same sales again never adds them twice. To fix a premium, edit the sale instead: a file with a new premium adds a second sale.
Frequently Asked Questions
Why did one sale come in twice?
Its premium or a name changed between files, so it looks like a new sale. Delete the copy you don't want from the Sales Log.
Why is a producer missing sales after an upload?
The name in the file's Written By column matched nobody on your team. Fix a sale on the wrong person shows how to map it.
Can a team member upload files?
Basic members have no Data in their menu. A Custom member can once you give them the Data page.