Import sales transactions into Ento to assist in your rostering and reporting
Core HR > Account Data > Import Data
Importing sales transactions
To start a new file import, go to Core HR > Account data > Import data and click Create new.
Open the Type dropdown list and select ‘Sales Transactions’.
The purple bar under the file selection will then update to include a ‘Click here’ link for downloading a CSV template that includes all the fields necessary to get importing.
More general information on preparing import files can be found in Importing data overview.
Sales transaction import requirements
During the run of a sales transaction sync file, matches will be found based on the ID
.
Due to the quantity of data being stored it’s not possible to run the file import in ‘delete mode’. If you need to delete information, re-upload the transactions with the Transactions
and Value
zero’d.
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