Uploading your sales information from previous years is a great way to set your targets and compare your sales year on year.
Bizimply gives you the option to do this by simply uploading a CSV file to your account.
How to do this:
- Login to app.Bizimply.com.
(You need to be an admin on the account to have access to this.)
- Click on your name/email in the top right of your screen.
- Click Settings > Company Settings > Sales Import.
- Select Import Type, Location and Date format.
Always download our sample CSV file before uploading.
Why is this important?
Your upload must be in the same format as our sample CSV. All details must be under the correct headings for the upload to be successful.
Once you have filled in the CSV file with the correct information, choose the file and upload. Please note this may take a few minutes!