Importing Sales Data - Revision history

PubGizmoSysop at 22:55, 5 June 2026

2026-06-05T22:55:22Z

← Older revision		Revision as of 18:55, 5 June 2026
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	PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from accounting ~~software such as~~ QuickBooks. These sheets can be imported directly from Excel (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choice, use XLSX; it's the most modern, data-rich format.		PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from your your website (e.g., WooCommerce) or accounting (e.g., QuickBooks). These sheets can be imported directly from Excel files (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choice, use XLSX; it's the most modern, data-rich format.

	These sheets must include a minimum set of data to be viable for computing royalties; you can find a list of requirements at [[Sales Data Needed to Compute Royalties]].		These sheets must include a minimum set of data to be viable for computing royalties; you can find a list of requirements at [[Sales Data Needed to Compute Royalties]].

PubGizmoSysop: /* Yellow Lines */

2026-06-05T19:31:14Z

Yellow Lines

← Older revision		Revision as of 15:31, 5 June 2026
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	# Examine the red rows; if you mapped a Title field at import (optional), the title will appear in this field, otherwise it will be blank.		# Examine the red rows; if you mapped a Title field at import (optional), the title will appear in this field, otherwise it will be blank.
	~~# Click the Missing ISBNs button to view a list.~~		# If these are legitimate ISBNs from your list (see the Tip below), update Title records by adding those missing editions with that ISBN.
	# If these are legitimate ISBNs from your list, update Title records by adding those missing editions with that ISBN.		# If these are not ISBNs from your list, inform the vendor/distributor that they are sending erroneous data.
	# If these are not ISBNs from your list, inform the vendor that they are sending erroneous data.

	==== Tip ====		==== Tip ====
	Don't recognize an ISBN? Click the row and a popover will open showing the sales data. Click the "Title From ISBN" button and PubGizmo will search the internet for the title associated with that number. You're probably the publisher! Don't be embarrassed – it happens a lot. Add the Edition to the Title record, and PubGizmo will refresh the sales record to connect it to the edition. You can confirm by going to the Sales Import; the line should no longer be red, and if the title field was blank, it should now be populated with the title.		Don't recognize an ISBN? Click the row and a popover will open showing the sales data. Click the "Title From ISBN" button and PubGizmo will search the internet for the title associated with that number. You're probably the publisher!

	=== Yellow ~~Lines~~ ===		Add the Edition to the Title record, and PubGizmo will refresh the sales record to connect it to the edition. You can confirm by going to the Sales Import; the line should no longer be red, and if the title field was blank, it should now be populated with the title.
	While ~~lines~~ in red are likely critical (sales are being reported for books not recorded in PG), yellow ~~lines~~ are more informational. They represent a sale for an edition that is not covered by any contract recorded in PG. For example, an author's contract for an edition specifies North American sales only, but on the imported sheet there's a sale in Japan. PG is faithful to the terms of contract; that sale is not included on the royalty statement, and earnings from that sale are not computed and paid.
			=== Yellow Rows ===
			While rows in red are likely critical (sales are being reported for books not recorded in PG), yellow rows are more informational. They represent a sale for an edition that is not covered by any contract recorded in PG. For example, an author's contract for an edition specifies North American sales only, but on the imported sheet there's a sale in Japan. PG is faithful to the terms of contract; that sale is not included on the royalty statement, and earnings from that sale are not computed and paid.

PubGizmoSysop: /* What to Do */

2026-06-05T19:28:33Z

What to Do

← Older revision		Revision as of 15:28, 5 June 2026
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	==== What to Do ====		==== What to Do ====

	# ~~Scroll through~~ the ~~data find entries where the Title field shows in~~ red; if you mapped a Title field at import (optional), the title will appear in this field, otherwise it will be blank.		# Examine the red rows; if you mapped a Title field at import (optional), the title will appear in this field, otherwise it will be blank.
	# Click the Missing ISBNs button to view a list.		# Click the Missing ISBNs button to view a list.
	# If these are legitimate ISBNs from your list, update Title records by adding those missing editions with that ISBN.		# If these are legitimate ISBNs from your list, update Title records by adding those missing editions with that ISBN.
	# If these are not ISBNs from your list, inform the vendor that they are sending erroneous data.		# If these are not ISBNs from your list, inform the vendor that they are sending erroneous data.

			==== Tip ====
			Don't recognize an ISBN? Click the row and a popover will open showing the sales data. Click the "Title From ISBN" button and PubGizmo will search the internet for the title associated with that number. You're probably the publisher! Don't be embarrassed – it happens a lot. Add the Edition to the Title record, and PubGizmo will refresh the sales record to connect it to the edition. You can confirm by going to the Sales Import; the line should no longer be red, and if the title field was blank, it should now be populated with the title.

	=== Yellow Lines ===		=== Yellow Lines ===
	While lines in red are likely critical (sales are being reported for books not recorded in PG), yellow lines are more informational. They represent a sale for an edition that is not covered by any contract recorded in PG. For example, an author's contract for an edition specifies North American sales only, but on the imported sheet there's a sale in Japan. PG is faithful to the terms of contract; that sale is not included on the royalty statement, and earnings from that sale are not computed and paid.		While lines in red are likely critical (sales are being reported for books not recorded in PG), yellow lines are more informational. They represent a sale for an edition that is not covered by any contract recorded in PG. For example, an author's contract for an edition specifies North American sales only, but on the imported sheet there's a sale in Japan. PG is faithful to the terms of contract; that sale is not included on the royalty statement, and earnings from that sale are not computed and paid.

PubGizmoSysop: /* Apply Data to the Entire Import */

2026-01-19T18:26:57Z

Apply Data to the Entire Import

← Older revision		Revision as of 14:26, 19 January 2026
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	=== Apply Data to the Entire Import ===		=== Apply Data to the Entire Import ===
	Note that some sheets lack columns for data that applies to the entire sheet. For example, if the currency of all the sales in the sheet is in US Dollars, the sheet may not include a '''Currency''' column. The same is true for the '''Exchange Rate''' (required only if the '''Remit Amount''' column contains non-domestic currencies), '''Country''' of sale, and the '''Invoice Date'''. Using the areas along the top, you can specify global data that ~~encompasses~~ the entire import.		Note that some sheets lack columns for data that applies to the entire sheet. For example, if the currency of all the sales in the sheet is in US Dollars, the sheet may not include a '''Currency''' column. The same is true for the '''Exchange Rate''' (required only if the '''Remit Amount''' column contains non-domestic currencies), '''Country''' of sale, and the '''Invoice Date'''. Using the areas along the top, you can specify global data values that encompass the entire import.

	=== Some Things to Note ===		=== Some Things to Note ===
	* The import cannot proceed if any of the required selectors are not set. This prevents you from importing useless sales data.
	* You can ~~easily~~ delete and reimport a sales sheet, with no ill effects. So if you make a mistake at import, don't worry; you can reset your selections and try again.		==== Process Button Greyed Out ====
			The import cannot proceed if any of the required selectors are not set. This prevents you from importing useless sales data.

			==== No Harm in Deleting and Importing Again ====
			You can delete and reimport a sales sheet an unlimited number of times with no ill effects. So if you make a mistake at import, don't worry; you can reset your selections and try again.

			'''Warning:''' do not delete imports for sales periods for royalty periods that are complete! Doing so will skew the numbers for those periods – you will corrupt your previous sales history.

	=== Name the Import Process ===		=== Name the Import Process ===

PubGizmoSysop: /* Are There Missing ISBNs? */

2026-01-19T18:11:48Z

Are There Missing ISBNs?

← Older revision		Revision as of 14:11, 19 January 2026
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	=== Are There Missing ISBNs? ===		=== Are There Missing ISBNs? ===
	If the sheet contained ISBNs with no match to your data – that is, the sheet reports sales for editions not found in PubGizmo, either because you have missed recording those editions, or they were erroneously included by the vendor in your sales data – you will see a "Missing ISBNs" button at the top of the Sales Import.		If the sheet contained ISBNs with no match to your data – that is, the sheet reports sales for editions not found in PubGizmo, either because you have missed recording those editions, or they were erroneously included by the vendor in your sales data – the affected sales records will be shown in red, and you will see a "Missing ISBNs" button at the top of the Sales Import.

	==== What to Do ====		==== What to Do ====
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	# If these are legitimate ISBNs from your list, update Title records by adding those missing editions with that ISBN.		# If these are legitimate ISBNs from your list, update Title records by adding those missing editions with that ISBN.
	# If these are not ISBNs from your list, inform the vendor that they are sending erroneous data.		# If these are not ISBNs from your list, inform the vendor that they are sending erroneous data.

			=== Yellow Lines ===
			While lines in red are likely critical (sales are being reported for books not recorded in PG), yellow lines are more informational. They represent a sale for an edition that is not covered by any contract recorded in PG. For example, an author's contract for an edition specifies North American sales only, but on the imported sheet there's a sale in Japan. PG is faithful to the terms of contract; that sale is not included on the royalty statement, and earnings from that sale are not computed and paid.

PubGizmoSysop at 20:13, 11 May 2024

2024-05-11T20:13:04Z

← Older revision		Revision as of 16:13, 11 May 2024
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	=== Selecting Sheets ===		=== Selecting Sheets ===
	# If your file includes multiple sheets, you will be prompted to pick the one containing relevant sales data. This may or may not be the first sheet. The file may contain multiple sheets, some with importable data, and others with irrelevant summary info. It can help to open the file in Excel first, to identify which sheets contain sales data.		# If your file includes multiple sheets, you will be prompted to pick the one containing relevant sales data. This may or may not be the first sheet. The file may contain multiple sheets, some with importable data, and others with irrelevant summary info. It can help to open the file in Excel first, to identify which sheets contain sales data.
	# If the file contains multiple sheets of sales data, you'll need to perform the ~~import process~~ for each sheet.		# If the file contains multiple sheets of sales data, you'll need to perform multiple imports of the document, one for each sheet – see below, '''Multiple Sheets'''.
	# Double-click the appropriate sheet.		# Double-click the appropriate sheet.

			==== Multiple Sheets ====
			Some vendors store sales from different countries and/or in different currencies in separate sheets (tabs) within a single Excel document. As PubGizmo processes only one sheet per import, multiple imports from the same document, with a different sheet selection each time, will be necessary.

	==== Duplicate Protection ====		==== Duplicate Protection ====

PubGizmoSysop at 16:45, 20 March 2024

2024-03-20T16:45:36Z

← Older revision		Revision as of 12:45, 20 March 2024
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	# After that, you will be sent to the Home screen. PubGizmo hands the processing off to the server. It may take many minutes to process; while that is happening, the import will show in your Session History with the name and timestamp of the import, and the word PENDING. When the process is done, PENDING will be replaced with the number of records imported (this may not update until you "hover" over the entry). You can click on the import at any time to navigate there, but until the process is finished, the data may look weird and incomplete.		# After that, you will be sent to the Home screen. PubGizmo hands the processing off to the server. It may take many minutes to process; while that is happening, the import will show in your Session History with the name and timestamp of the import, and the word PENDING. When the process is done, PENDING will be replaced with the number of records imported (this may not update until you "hover" over the entry). You can click on the import at any time to navigate there, but until the process is finished, the data may look weird and incomplete.
	# You don't have to wait to perform your next import; PubGizmo is immediately ready to receive your next one.		# You don't have to wait to perform your next import; PubGizmo is immediately ready to receive your next one.

			== Inspecting the Import ==
			It's a good idea to check that your import worked properly. A link will appear as an entry in your Session History on the Home screen. Click to view the import.

			=== Is it Complete? ===
			The first thing to consider is if the data imported looks complete – are all the fields for which you mapped data filled in (note some optional fields may be blank, if the sheet didn't contain that data, or you opted not to map those fields).

			=== Is it Reasonable? ===
			Do the numbers and amounts make sense? If there is a exchange rate (e.g., from CAD to USD), does the local currency amount look like a correct conversion from the foreign currency (hint: for USD conversion to CAD, the CAD amount should be greater than the USD amount, by a factor of about 1.35).

			=== Are There Missing ISBNs? ===
			If the sheet contained ISBNs with no match to your data – that is, the sheet reports sales for editions not found in PubGizmo, either because you have missed recording those editions, or they were erroneously included by the vendor in your sales data – you will see a "Missing ISBNs" button at the top of the Sales Import.

			==== What to Do ====

			# Scroll through the data find entries where the Title field shows in red; if you mapped a Title field at import (optional), the title will appear in this field, otherwise it will be blank.
			# Click the Missing ISBNs button to view a list.
			# If these are legitimate ISBNs from your list, update Title records by adding those missing editions with that ISBN.
			# If these are not ISBNs from your list, inform the vendor that they are sending erroneous data.

PubGizmoSysop at 16:21, 20 March 2024

2024-03-20T16:21:47Z

← Older revision		Revision as of 12:21, 20 March 2024
Line 1:		Line 1:

	PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from accounting software such as ~~Quickbooks~~. These sheets can be imported directly from Excel (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choice, use XLSX; it's the most modern, data-rich format.		PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from accounting software such as QuickBooks. These sheets can be imported directly from Excel (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choice, use XLSX; it's the most modern, data-rich format.

	~~The only requirement for these imports is that they contain~~ a minimum set of data; you can find a list of ~~these~~ requirements at [[Sales Data Needed to Compute Royalties]].		These sheets must include a minimum set of data to be viable for computing royalties; you can find a list of requirements at [[Sales Data Needed to Compute Royalties]].

	== Basic Process ==		== Basic Process ==
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	# Tell PubGizmo to process the import.		# Tell PubGizmo to process the import.

	== ~~Full~~ Step-by-step Process ==		== Step-by-step Process ==

			=== Where to Begin ===
	You can begin an import from the Home screen, or from within '''Sales Imports''' module.		You can begin an import from the Home screen, or from within '''Sales Imports''' module.

	# On the '''Home''' screen, click the + icon; in the Sales module, click the Import button.		# On the '''Home''' screen, click the + icon on the '''Sales Import''' button; in the Sales module, click the Import button at the upper-right.
	# You will be prompted to locate your file; navigate to the appropriate folder on your computer. Note that only files with an extension of .xlsx, xls., or .csv will be available for import.		# You will be prompted to locate your file; navigate to the appropriate folder on your computer. Note that only files with an extension of .xlsx, xls., or .csv will be available for import.
	# Double-click the file.		# Double-click the file.
	# If your file includes multiple sheets, you will be prompted to pick the one containing ~~your~~ sales data. This may or may not be the first ~~one~~. ~~In fact, the~~ file may contain multiple sheets with importable data. ~~You'll have~~ to ~~perform the import process for each sheet in~~ the file~~. (Open the sheet~~ in Excel ~~if you need~~ to ~~locate~~ which sheets contain the ~~relevant~~ data.)
			=== Selecting Sheets ===
			# If your file includes multiple sheets, you will be prompted to pick the one containing relevant sales data. This may or may not be the first sheet. The file may contain multiple sheets, some with importable data, and others with irrelevant summary info. It can help to open the file in Excel first, to identify which sheets contain sales data.
			# If the file contains multiple sheets of sales data, you'll need to perform the import process for each sheet.
	# Double-click the appropriate sheet.		# Double-click the appropriate sheet.
	# Disregard the '''Specify Import Order''' screen. ~~Don't touch anything~~ here~~, or~~ the import ~~may~~ fail. ~~You can immediately click~~ the '''Import''' button, at the bottom-right.
	# Click '''Okay''' on '''Import Summary'''. Disregard the record count; it may seem too high, ~~but that's only~~ because FileMaker doesn't know exactly where the rows end in your sheet~~, and~~ will ~~import extra data~~.		==== Duplicate Protection ====
	# You will now see the import mapping screen. Here is where you tell PubGizmo which columns on the sheet contain which elements of the required data. There may be many columns, but you only ~~need~~ a few, the [[Sales Data Needed to Compute Royalties\|required ones]], for a complete sales import that will contribute to the data required to compute royalties.		PubGizmo prevents you from importing the same sheet twice, even if the copy has a different filename, as long as the sheet data itself remains intact. It does this by recording the "signature" of the sheet and comparing it to the signatures of existing imports. If you try to import a sheet that is already in PubGizmo, you will receive a warning, plus an invitation to navigate to the existing import.

			=== Click Through These Steps – Don't Change Anything ===
			PubGizmo will show you some screens which you just need to click through – don't change anything on them.
			# Disregard the '''Specify Import Order''' screen. Changing any setting here may cause the import to fail. Click the '''Import''' button at the bottom-right.
			# Click '''Okay''' on '''Import Summary'''. Disregard the record count; it may seem too high, because FileMaker doesn't know exactly where the rows end in your sheet. Empty rows will be discarded at processing.

			=== Mapping Columns ===
			# You will now see the import mapping screen. Here is where you tell PubGizmo which columns on the sheet contain which elements of the required data. There may be many columns, but you need only a few, the [[Sales Data Needed to Compute Royalties\|required ones]], for a complete sales import that will contribute to the data required to compute royalties.
	# Scroll left and right through the data to locate your columns. When you spot the data you need, for example the ISBN, click the header above that column (where it might say '''Unassigned''', or it might correctly or incorrectly display a header) to select the data it contains, e.g., ISBN.		# Scroll left and right through the data to locate your columns. When you spot the data you need, for example the ISBN, click the header above that column (where it might say '''Unassigned''', or it might correctly or incorrectly display a header) to select the data it contains, e.g., ISBN.
			# Be careful during this stage; many sheets contain excessive data, often with inscrutable headings. Two or more columns may contain similar data; be persistent as you scan for the actual data you need.
	# PubGizmo will help you determine if you've selected all the data necessary for a successful import. Keep an eye on the '''Column Mapping''' area at the upper-left of the screen; it will show you what's missing.		# PubGizmo will help you determine if you've selected all the data necessary for a successful import. Keep an eye on the '''Column Mapping''' area at the upper-left of the screen; it will show you what's missing.
	# Some data is optional, for example, the Province or State of sale; if you ever want to do analysis of your data, you should specify as much information as possible.		# Some data is optional, for example, the Province or State of sale; if you ever want to do analysis of your data, you should specify as much information as possible.
	# Note that some sheets lack columns for data that applies to the entire sheet. For example, if the currency of all the sales in the sheet is in US Dollars, the sheet may not include a '''Currency''' column. The same is true for the '''Exchange Rate''' (required only if the '''Remit Amount''' column contains non-domestic currencies), '''Country''' of sale, and the '''Invoice Date'''. Using the areas along the top, you can specify global data that encompasses the entire import.
	# The import cannot proceed if any of the required selectors are not set. This prevents you from importing useless sales data.		=== Apply Data to the Entire Import ===
	~~# Also note that you~~ can easily delete and reimport a sales sheet, with no ill effects. So if you make a mistake at import, don't worry; you can reset your selections and try again.		Note that some sheets lack columns for data that applies to the entire sheet. For example, if the currency of all the sales in the sheet is in US Dollars, the sheet may not include a '''Currency''' column. The same is true for the '''Exchange Rate''' (required only if the '''Remit Amount''' column contains non-domestic currencies), '''Country''' of sale, and the '''Invoice Date'''. Using the areas along the top, you can specify global data that encompasses the entire import.

			=== Some Things to Note ===
			* The import cannot proceed if any of the required selectors are not set. This prevents you from importing useless sales data.
			* You can easily delete and reimport a sales sheet, with no ill effects. So if you make a mistake at import, don't worry; you can reset your selections and try again.

			=== Name the Import Process ===
	# You must enter a name for the Process Import. This is because PubGizmo saves your column "map," and automatically tries to apply it the next time you import from this vendor, since the location of columns tends to remain static. If they do change, you can update the map to reflect the new column order.		# You must enter a name for the Process Import. This is because PubGizmo saves your column "map," and automatically tries to apply it the next time you import from this vendor, since the location of columns tends to remain static. If they do change, you can update the map to reflect the new column order.
	# The best name for a Process Import is a single word unique to this particular vendor, and which will always be found in the filename. For example, name your import "Ingram" if it comes from Ingram, and contains "Ingram" in the filename.		# The best name for a Process Import is a single word unique to this particular vendor, and which will always be found in the filename. For example, name your import "Ingram" if it comes from Ingram, and contains "Ingram" in the filename.

			=== Start Processing ===
	# The Process button will remain grey until you complete all the required data, including the Process Name.		# The Process button will remain grey until you complete all the required data, including the Process Name.
	# Once you click the button, PubGizmo will find all the records with a valid ISBN in the column you specified as ISBN; any line on the sheet without one will be discarded.		# Once you click the button, PubGizmo will find all the records with a valid ISBN in the column you specified as ISBN; any line on the sheet without one will be discarded.

			=== Start Your Next Import ===
	# After that, you will be sent to the Home screen. PubGizmo hands the processing off to the server. It may take many minutes to process; while that is happening, the import will show in your Session History with the name and timestamp of the import, and the word PENDING. When the process is done, PENDING will be replaced with the number of records imported (this may not update until you "hover" over the entry). You can click on the import at any time to navigate there, but until the process is finished, the data may look weird and incomplete.		# After that, you will be sent to the Home screen. PubGizmo hands the processing off to the server. It may take many minutes to process; while that is happening, the import will show in your Session History with the name and timestamp of the import, and the word PENDING. When the process is done, PENDING will be replaced with the number of records imported (this may not update until you "hover" over the entry). You can click on the import at any time to navigate there, but until the process is finished, the data may look weird and incomplete.
	# You don't have to wait to perform your next import; PubGizmo is immediately ready to receive your next one.		# You don't have to wait to perform your next import; PubGizmo is immediately ready to receive your next one.

PubGizmoSysop: Created page with " PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from accounting software such as Quickbooks. These sheets can be imported directly from Excel (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choi..."

2024-02-13T20:05:41Z

Created page with " PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from accounting software such as Quickbooks. These sheets can be imported directly from Excel (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choi..."

New page

PubGizmo allows you to import sales records from spreadsheets. These may arrive from vendors such as Ingram, eBound, iTunes, etc., or you may generate these yourself, for example from sales you conduct at a live event, or exported from accounting software such as Quickbooks. These sheets can be imported directly from Excel (XLSX, or the older XLS format), or CSVs, which represent universal formats – all data software can save in one of these formats. If given the choice, use XLSX; it's the most modern, data-rich format.

The only requirement for these imports is that they contain a minimum set of data; you can find a list of these requirements at [[Sales Data Needed to Compute Royalties]].

== Basic Process ==
The full process is outlined in detail below, but conceptually, here's what you will be doing:

# Point to the file you want to import.
# Select which columns contain which data, or allow them to load automatically, if you've performed this import previously.
# Tell PubGizmo to process the import.

== Full Step-by-step Process ==
You can begin an import from the Home screen, or from within '''Sales Imports''' module.

# On the '''Home''' screen, click the + icon; in the Sales module, click the Import button.
# You will be prompted to locate your file; navigate to the appropriate folder on your computer. Note that only files with an extension of .xlsx, xls., or .csv will be available for import.
# Double-click the file.
# If your file includes multiple sheets, you will be prompted to pick the one containing your sales data. This may or may not be the first one. In fact, the file may contain multiple sheets with importable data. You'll have to perform the import process for each sheet in the file. (Open the sheet in Excel if you need to locate which sheets contain the relevant data.)
# Double-click the appropriate sheet.
# Disregard the '''Specify Import Order''' screen. Don't touch anything here, or the import may fail. You can immediately click the '''Import''' button, at the bottom-right.
# Click '''Okay''' on '''Import Summary'''. Disregard the record count; it may seem too high, but that's only because FileMaker doesn't know exactly where the rows end in your sheet, and will import extra data.
# You will now see the import mapping screen. Here is where you tell PubGizmo which columns on the sheet contain which elements of the required data. There may be many columns, but you only need a few, the [[Sales Data Needed to Compute Royalties|required ones]], for a complete sales import that will contribute to the data required to compute royalties.
# Scroll left and right through the data to locate your columns. When you spot the data you need, for example the ISBN, click the header above that column (where it might say '''Unassigned''', or it might correctly or incorrectly display a header) to select the data it contains, e.g., ISBN.
# PubGizmo will help you determine if you've selected all the data necessary for a successful import. Keep an eye on the '''Column Mapping''' area at the upper-left of the screen; it will show you what's missing.
# Some data is optional, for example, the Province or State of sale; if you ever want to do analysis of your data, you should specify as much information as possible.
# Note that some sheets lack columns for data that applies to the entire sheet. For example, if the currency of all the sales in the sheet is in US Dollars, the sheet may not include a '''Currency''' column. The same is true for the '''Exchange Rate''' (required only if the '''Remit Amount''' column contains non-domestic currencies), '''Country''' of sale, and the '''Invoice Date'''. Using the areas along the top, you can specify global data that encompasses the entire import.
# The import cannot proceed if any of the required selectors are not set. This prevents you from importing useless sales data.
# Also note that you can easily delete and reimport a sales sheet, with no ill effects. So if you make a mistake at import, don't worry; you can reset your selections and try again.
# You must enter a name for the Process Import. This is because PubGizmo saves your column "map," and automatically tries to apply it the next time you import from this vendor, since the location of columns tends to remain static. If they do change, you can update the map to reflect the new column order.
# The best name for a Process Import is a single word unique to this particular vendor, and which will always be found in the filename. For example, name your import "Ingram" if it comes from Ingram, and contains "Ingram" in the filename.
# The Process button will remain grey until you complete all the required data, including the Process Name.
# Once you click the button, PubGizmo will find all the records with a valid ISBN in the column you specified as ISBN; any line on the sheet without one will be discarded.
# After that, you will be sent to the Home screen. PubGizmo hands the processing off to the server. It may take many minutes to process; while that is happening, the import will show in your Session History with the name and timestamp of the import, and the word PENDING. When the process is done, PENDING will be replaced with the number of records imported (this may not update until you "hover" over the entry). You can click on the import at any time to navigate there, but until the process is finished, the data may look weird and incomplete.
# You don't have to wait to perform your next import; PubGizmo is immediately ready to receive your next one.