Now you have created your first Template, let’s use it to upload a Sales File to ingest sales data into the system. For Masters, navigate to Sales under the Sales sub-menu in the sidebar; Publishers navigate to Income in the Income sub-menu. Then hit the Create button in the top right of the page.
Uploading a Sales File
You will now be presented with a Sales File Setup page. Here you can name the file & enter any references you may need for later; stipulate the Source of the file. Then direct the system to which template to use, & lastly import a file.
Select the file, and hit Import. This will upload the file & present you with the Pre-Ingestion page. To follow our demo, upload the Curve Demo Sales file using the Template we just created.
The Pre-Ingestion page allows you to make any final changes before completing the ingestion. You will often use this page to set any particulars about the file, such as a specific Transaction Date or Exchange Rate. Curve also displays here a sample of the lines that you’re about to ingest, compared with your template. So you can confirm the sales file fits the template & will ingest as you expect.
You’ll know once the ingestion is complete as the file will have a ‘thumbs up’ symbol towards the right of the row. Click on the sale file name & you’ll be taken into the page. You may then be met with the mapping pop up, like below.
This Mapping Manager asks you to complete any values unknown to Curve, and map them to the correct Territory/Channel/Configuration/Catalogue in your Curve client.
You are presented with the unique values for each of Distribution Channels, Configurations, Price Categories, Releases & Tracks. To map down, work through each row & connect the value taken from the file on the right to one of the values from your Curve database in the drop-down menus on the left. Work through each one, then hit next. Each of these values will be saved for all future uploads with this template.
When everything is mapped, hit Revalidate & the file will remap the invalid sales lines, using all the new associations you have created.
Completed Sales File
Once you have completed mapping your Sales File, the Mapping Manager will no longer appear. At the top of the Sales File page, you have headline information to validate that your file has been imported properly.
Check the number of lines, revenue & number of units match to the file you uploaded. Invalid lines refer to ingested sales lines that, for one reason or another, have not matched down successfully to your catalogue. If everything looks correct and the system shows there are zero invalid lines, your job is done.
Below the headlines, you can also view & filter the imported sales lines. If there are any invalid lines left after using the mapping tool, you can edit any of the data across a number of lines or a single row of data here. Editing data in this field should only be used as a last resort, for sales data that could not be mapped in the previous sales mapping phase. IMPORTANT: After editing sales data like this, you need to click Revalidate for your changes to feed through. If you hit Reingest, the file would re-upload from scratch and make any manual changes you made to the statement undone.
Now you have sales ingested and mapped down, let’s add some costs in the next section.