Creating a Sales Template

Creating a Sales Template

To ingest sales data into Curve, you need to create a Template.  Templates tell Curve how to read a file, from directing the system to where the data is, through to describing each column & how to map specific values.

To begin, select Templates from the Sales sub-menu on the sidebar.  Once there, hit Create. You will be presented with two options ‘From New’ or ‘From Library’. In the Library we have provided you with a list of templates that we see mostly commonly used. More on these in the Documentation. For now, select From New.

Uploading an Example

First, you need to upload the sales statement file you are looking to import as an example file. To do this, hit the Browse button in the Example File area. To follow the demo: upload the ‘Curve Demo Sales‘ file.

 

Complete the main Configuration panel. Give your file a name and source, this is for your own reference. The next four fields tell Curve where the data is located in file.  The fields are:
  • Tab Number – which tab of the excel sheet is the data on? NB if your file is a CSV, TXT etc you can leave blank
  • Starting Column – Is the first column blank or does it contain redundant information?
  • Starting Row – are there any headers, blank rows or total rows at the top of the data to be skipped?
  • Delimiter – for CSV or Text Tab Delimited files, are there unusual delimiters?  For instance, rather than data being stored in different columns, CSV files can use a comma or semi-colon to delimit their data. If not relevant, if the file is an excel for example, leave this blank
For the Demo Sales file; the Tab Number is 1, the Starting Column is 1, the Starting Row is 2 (as we don’t want to ingest the column headers), and the Delimiter can be left blank.

Once completed, hit save at the top of the page.  This will upload the file, and then display some example lines for you to work with.

Matching Columns to Fields

Once the upload of the test file is complete, you need to tell the system which columns contain data for the Required Fields.  If you scroll to the bottom of the page, you’ll see the Example Lines panel, where a sample set of data is displayed. The objective here is to match the columns of data to the necessary Fields using the drop down options at the top of the columns.

For Record Labels, the main fields to consider are:

  • Territory– the country where something was sold
  • Source– the store or service
  • Sub Source– who has reported this file, if different from the Source. For instance you may use this to capture the distributor supplying the sales sheet
  • Distribution Channel– the over arching consumption type (usually Physical or Digital)
  • Configuration– the format or more specific consumption type; perhaps CD or 12″ for physical, or Download or Stream for digital
  • Release Title
  • Release Artist
  • Cat No– used to match any sales rows to your releases
  • Barcode– used along with Cat No for matching to releases
  • Track Title
  • Track Artist
  • ISRC– key identifier for matching sales to tracks
  • Units– the number of units sold or streamed
  • Gross Amount– this may be the amount received from the store or DSP, before any distribution fees are taken
  • Net Amount– the amount being paid to you per line
  • Currency– the original currency it was reported in
  • Exchange Rate– the exchange rate back to your base currency
  • Sale Date – the day the download or stream was made

For Publishers, the main Fields to consider are:

  • Territory– the country where the income was generated
  • Source –  who has reported this file? This would be your collection societies, sub-publishers or any other direct partner.
  • Sub Source –  the original source of income, eg the radio station, television station or DSP.
  • Distribution Channel – the over arching consumption type (typically Performance or Mechanical)
  • Configuration – the format or more specific consumption type; perhaps revenue from radio, television or online revenue.
  • Work Title
  • Composers
  • Identifier– the unique identifier of your songs, usually unique to that particular Sub Source
  • ISWC – an internationally used unique identifier of your songs
  • Share Percentage– the percentage paid, should be equal to your share on the work
  • Units – the number of units sold or streamed
  • Gross Amount – this may be the amount received from the collection society or sub-publisher, before any distribution fees are taken
  • Net Amount – the amount being paid to you per line
  • Currency – the original currency it was reported in
  • Exchange Rate – the exchange rate back to your base currency
  • Sale Date – the day the performance or mechanical was created

You may often find there are columns in a sales statement that are not useful to store. By leaving it blank and not assigning a Field to a column, the data will be ignored. Contrarily, sometimes there will be fields you require that are not present in the sales file. This is not uncommon, so let’s tackle this next.

Standard Fields

With any reporting, there will be elements that are not explicitly defined in the data, but is instead inferred or provided in additional communications. For instance, Spotify statement data will not define the channel, which is of course Digital, or a file from a territory specific distributor may not contain a territory distinction. In these situations, you can use the Standard Fields panel to set some defaults for the template. Put simply, you can set the values that will be fixed for every line on file via this panel. Be careful, that also means it will overwrite any values that you would have matched before when matching columns to fields.

Once you’ve set all of that, hit Save at the top. You’ll notice the Required Fields panel has updated with the fields you have set. Your goal is to get this as complete as possible. A potential exception is the Exchange Rate, as this may need to be set for each sales file individually when importing. Unless of course, the sales file is in your home currency, in which case the exchange rate will always be 1.

You may have noticed at the top of the page there are some tabs, Mapping & Calculations. Check the Documentation for more detail on these powerful tools – you will likely need them.

The demo file for Record Labels can be matched as shown below. As this statement concerns, there are no columns that show the Channel and Currency. We know this information however, and can fill it in as a Standard Field. These are respectively ‘Curve Sales Test #1′, Digital and Euro.

  • Column 1 – Sale Date
  • Column 3 – Source
  • Column 4 – Territory
  • Column 7 – Track Artist
  • Column 8 – Release Title
  • Column 9 – Track Title
  • Column 10 – Barcode
  • Column 11 – ISRC
  • Column 12 – Cat No
  • Column 14 – Configuration
  • Column 16 – Units
  • Column 20 – Gross Amount
  • Column 23 – Net Amount

NB Because this file is in Euros, and there is no exchange rate in the data, we are not matching a header to a column to capture this, nor entering a rate in the standard fields. This does mean we will have a red X on our check list. Fear not! The template will still work, but when you use it you will be required to enter an exchange rate.

These are the column matches for the demo file for Publishers.

  • Column 3 – Channel
  • Column 6 – Sub Sourcce
  • Column 7 – Territory
  • Column 8 – Configuration
  • Column 10 – Work Title
  • Column 11 – Net Amount
  • Column 12 – Share Percentage
  • Column 13 – Date From
  • Column 14 – Date To
  • Column 18 – Units
  • Column 20 – Composers
  • Column 24 – Identifier
  • Column 25 – ISWC

Note there are no columns detailing the Source & Currency. We know this information however, and can fill this in as a Standard Field. These are respectively PRS and GBP.

If you are struggling to create your own Template, a finished example of the Template can be found in our Template Library. Simply hit the +Create button on your Template page, select From Library, and search for the Getting Started Guide Demo Template.

Once all of your necessary columns have been matched, hit Save and your sales template is now complete and ready to use. So let’s move on to uploading some sales data!