For businesses transitioning from other stock management systems or seeking long-term trend analysis, uploading historical sales data through BI Vision provides reporting continuity, deeper insights and further accuracy with Advanced Inventory Manager (AIM).
Important: Due to the complexity of uploading historical data and how it will affect integrations with third-party platforms such as accounting software, the historical sales data will only be visible in BI Vision and AIM and cannot be found in Unleashed's main data.
Prerequisites
Ensure all customers, salespeople, customer types, sales groups, product groups, and products exist in your account at least one hour before upload.
Confirm your user role is enabled with the "Upload historical sales revenue under BI Vision" permission.
Prepare complete sales order and invoice data from your previous system.
Limitations
Uploaded files have a 100MB size limit.
There is a limit of 10 upload attempts per 24 hours. Every upload will replace and overwrite the previously uploaded historical sales data, so it should always include all the transactions.
Transactions dated before 1st January 2015 will not import successfully. We recommend uploading up to five years' worth of historic data.
Steps to upload historic sales data
The processing time for uploading historical sales data could be quick or take a couple of hours, depending on the volume of data. You will receive an email informing you of any errors found during the validation of your imported data or when the import is completed successfully. Failure and success notifications will also be visible in Unleashed under the notifications icon.
🤓 Tip: You don't need to wait for the upload to finish to continue using Unleashed as normal. We recommend scheduling uploads during off-hours to minimize system impact.
Upload via BI Vision
In Unleashed, go to Business Intelligence > Sales, and select the Vision tab.
Click the vertical three-dot icon in the top right corner of the Vision tab.
Select Upload Historical Sales Data.
From the Import Historical Sales Data page, download the three required CSV templates:
Historical Data Sales Order template.
Historical Data Sales Invoice template.
Historical Data Credit Note template.
Fill in your historical sales data using the downloaded templates.
Back in the Import Historical Sales Data page, upload each completed template to its designated upload space.
Click Submit.
Upload via Advanced Inventory Manager
In Unleashed, go to Advanced Inventory Manager and select the Insights or Modelling tab.
Click the Import button in the top-right corner of the tab's page.
From the Import Historical Sales Data page, download the three required CSV templates:
Historical Data Sales Order template.
Historical Data Sales Invoice template.
Historical Data Credit Note template.
Fill in your historical sales data using the downloaded templates.
Back in the Import Historical Sales Data page, upload each completed template to its designated upload space.
Click Submit.
Important: Numeric fields should not have more than 4 decimal values.