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.
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
Go to your OneDrive or SharePoint online folder
Click on the file -> the details will be opened on the right pane
Scroll down and you will see the path -> simply copy it
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