Importing Sales Sheets
Collating sales data on sheets supplied by vendors such as Ingram, eBound, ECW Audiobooks, iTunes, etc. is a major chore. PubGizmo simplifies everything, making the process quick and painless.
PubGizmo’s import engine features the following:
- import from Excel (XLS and XLSX) and CVS – PubGizmo auto-detects the format
- instantly map any column in the imported sheet to the correct field in the database
- save the map – PubGizmo remembers it for your next import from that vendor
- update the map – if the vendor changes the column order (jerks!), you can adjust the map and resave
- missed a field? you can’t! PubGizmo tells you whether or not you’ve mapped the required fields
- MM/DD/YYYY or DD/MM/YYYY or? Specify the sheet’s date format, to ensure invoice/sales dates are correctly recognized
- specify the column that contains the sale currency, or set a currency for the entire import
- foreign sales with no exchange rate? PubGizmo looks up the rate on the date of sale from the Bank of Canada website (U.S. support to come)
- made a mistake on import? no problem – delete the whole import with one click, and run it again with fixes
- forgot to create an Edition record before importing a sheet that includes that ISBN? PubGizmo flags unknown imported ISBNs, allows you to enter missing records, and refreshes the import (no need to import again) to ensure those sales are record with those editions
- map a column that indicates the country of sale, but if the whole sheet is for one country, you can specify that
- store/vendor categorizer for reporting: many vendors can be automatically categorized by using keywords from their name, e.g., if the name contains “university” and “bookstore”, the vendor is auto-categorized as a university bookstore
- you can also categorize each store/vendor individual
- Process on Server – big sheets with hundreds or thousands of lines can take ages to process, but you don’t have to wait to run your next import, and the next, and the next, in quick succession: PubGizmo processes in the background – while you keep importing sheets, as fast as you can click!