Managers can use this tool to import or update sales or other demand metrics in bulk from a spreadsheet.

• Before you begin
• What data fields can be imported?
• How do I bulk import or bulk update sales or other demand metrics?
• Bulk export sales or other demand metrics
• View import history
• Sample CSV template

Before you begin

Read Getting started with bulk import or update using data from a CSV file.

Before you can bulk import or bulk update information in your Deputy account please ensure you have the access level permission of a System Administrator or Location Manager. 

Note: Location Managers can only bulk import and update sales or other demand metrics for the locations that they manage.

You will also need a spreadsheet prepared with your data in it and saved as a CSV file. You can either:

• create the spreadsheet dataset you need with our CSV sample template or
• export your existing Deputy data as a CSV file and edit or add to that data in the spreadsheet before re-importing it back into Deputy.

What data fields can be imported?

Please find below a list of fields and respective validations for each data set you can bulk import:

How do I bulk import or bulk update sales or other demand metrics?

To import or update sales or other demand metrics in your account:

1. On the Schedule tab, click on Insights.

2. Select the Sales or other specified metric that you want to import data for then click on the ... on the top right  and select Import from file.

3. Select Add records to import sales or other demand metrics. You can click on:

• Download to download metric data template if you need a template spreadsheet to enter your sales or other demand metrics OR
• View Import history if you'd like to view all previous imports

Click Continue to Upload once you have upload file ready

4. If you need to update sales or other demand detric data select Update records to update sales or other demand metrics.

You can click on:

• Download your existing metic data if you'd like to export all your current metric data in a spreadsheet (that you can use to update and re-import)
• View Import history if you'd like to view all previous imports

Click Continue to Upload once you have the upload file ready

3. Click on Select file and select your CSV file from your computer to upload.

9. For the uploaded file, confirm Deputy has identified the row containing your column headers correctly by clicking Continue.

10. You will be asked to change or confirm column names.

Here you will see the names of columns in your CSV and template file. Most of the columns will be automatically matched. Please ensure columns are correctly matched for a successful import.

To help you correctly match columns, you will see a few data points for columns. To view column data, simply hover over column names.

Once you are happy that the columns match correctly, click Continue.

11. On the Review and finalize screen, you will see a count of how many of your records are valid and ready to import and how many have errors. If you wish, you can start to import the valid records by clicking on Import X records on the bottom right. Or you may choose to correct the records with errors first.

12. Click on the Error tab to display all records with errors. You will see the fields coloured red if they have an error. 

At this point, you can choose:

• to correct all errors in this review and finalise screen by manually updating all fields to ensure there are no errors
• correct the errors in the original CSV file and start the import process again 
• import only valid records (the system will only count valid records and only allow valid records to be imported)

13. Once you have resolved or discarded all errors in your data, all valid data will be imported when you click on Import X records.

On successful import, you will a success screen. Clicking on Submit finishes the import workflow.

If any records are rejected, you will have the option to review those records, correct any fields and import those records again.

When you review the Sales or other demand metric that you uploaded data for and filter for the relevant date and area you imported data into you should see the metric data displayed as shown in the example below:

Bulk export sales or other demand metrics

If you would like to export your existing sales or other demand metrics in your Deputy account to update it in a spreadsheet ready for import you can do this:

Bulk export existing sales or other metrics data to a spreadsheet

1. On the Schedule tab, click on Insights.

2. Select the Sales or other specified metric that you want to import data for then click on the ... on the top right  and select Export data.

3. You will be asked to select a date range, Location/Area and the required metric.

Note: you can select a date range of maximum of 1 week.

4. You will be notified when the data is ready to download.

Alternatively, you can also export sales or other metric data after you select bulk update records by clicking Download for existing metric data.

View import history

You can view a history of the previous import for sales or other demand metrics by going into the Insights page, clicking on any sales or budget metrics, clicking on the three dots then clicking on Import from file and then:

1. Click View import history

2. You can see a log of the imports that have occurred.

Note: clicking Download will export all data that was finally imported. This may not necessarily be data that was initially prepared in the original CSV. If any data was changed or errors were corrected during the import process they will be included in the file you download.

Sample sales data CSV