Import Shareit! Sales

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Importing Sales information
 

 

Sales from ShareIt! can be downloaded and imported into CRM-Express


Downloading Sales


Before sales can be imported, the sales must be downloaded from the ShareIt! site.

The following steps must be taken:


1.   Login to the Shareit Control Panel

2.   Click on Reporting in the share-it! Control Panel.

3.   Click on Export in the share-it! Control Panel


From the Export order data for: form


4.   Set the period you want to export in the From and To options


5.   Make sure the other fields are as follows:


Compression: uncompressed

This field can be set to compressed but you have to unzip the

file after download because CRM-Express cannot read compressed files


Decimal separator: point(".")


Date format: MM/DD/YYYY


Export format: csv (comma delimited)


Export refunds and chargebacks: True (Select this field)


Export license key: True (If you want this)


Click on Download file and save the file where you can easily access it from CRM-Express




Import Sales into CRM-Express