Importing order history
Upload an export, check the matched columns, approve it.
A file needs one row per order or invoice line with a customer name, a date and an amount. Product, quantity, the salesperson and contact details make the lists more useful but are optional.
The columns are matched for you; this step sends the column names and a few sample rows to the AI model provider Allo runs on, under its API terms, not for training. You can change any match.
Every row is then checked by fixed rules (dates, amounts, duplicates), and the rows with problems are shown with the reason. Nothing reaches your accounts until you approve the import.
- Where
- Imports.
- Who
- Owners, managers and the import role.