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Omni Sales

How to Import Customer Reports

1 min read 69 words

Overview

Customer Report

Customer reports let you bring in external sales or transaction data (for example from another system) and turn it into invoices in bulk.

Steps

  1. Go to Omni Sales > Customer Report (/admin/omni_sales/manage_customer_report).
  2. Import the CSV of customer transactions.
  3. Review the imported rows for accuracy.
  4. Create invoices from the reviewed rows in bulk.

Tips

  • Clean the CSV (consistent dates, amounts, customer names) before importing.

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