Connect Your Data

Securely Connect Your Own Data

1. Download Templates

You need to have your Sales data along with the relevant masters such as Customer Master & Product Master. Download the following sample date and make sure you follow the same template.

869KB

sales.csv

Open

Sales Register

301KB

product_master.csv

Open

Item Master

619KB

customer_master.csv

Open

Customer/Store/BP Master

2. Update the files with your own data

Replace the file contents with your own data.

3. Upload the files into your Onedrive/Sharepoint

Simply upload the files to your Onedrive folder or Sharepoint site and make a note of the path.

The SharePoint path will look like this : https://<yourdomain>.sharepoint.com/sites/<sitename>/Shared Documents/<folder structure>/customer_master.csv

How to get path of the file in Onedrive

1. Go to your OneDrive or SharePoint online folder

2. Click on the file -> the details will be opened on the right pane

3. Scroll down and you will see the path -> simply copy it