There are 3 ways to bring sales and customer data through into Numerik.
By manual web uploader
By email import
By API Endpoint
The below instructions will show you how to manually upload data from the Upload tab on the menu:
Drag and drop an excel spreadsheet file to upload.
Map the column headers to the columns in Numerik by drag and drop.
Once mapped, click the ‘Load Data’ button:
If you wish to upload Customer or Product details, select the correct data type from the links at the top.
*Note: you can only upload data from the desktop application.
A template can be downloaded here for the Sales Data upload. More information about your Sales Data file can be found here.
Contact us on support@numerik.ly or via the Messenger in the bottom right of your screen for API connection instructions.