Import an itemised sales file into the right draft

Prepare a file with one item per row

Use AUD sales amounts after discounts, including supplied tax, with refunds kept negative. Required mapped fields are reference, invoice date, earning staff member, item and signed sales amount. Category, tax and reported commission are optional. Remove report totals and subtotals from a working copy, while preserving the original export. Files may contain up to 15,000 sales and must fit the 8 MB import limit. A workbook file must first be exported as CSV or supported tab-separated text.

Choose Upload CSV

The parser identifies comma, semicolon or tab separators from the file. It stops on malformed quoting, inconsistent columns or missing headers. Selecting a file and moving to column matching does not itself save those sales to your workspace.

1. Open the intended workspace and select Open review desk.
2. Choose Import CSV, or Import your first CSV on an empty desk.
3. In Bring your sales together, drop a file or use Choose sales CSV.
4. If the file opens, inspect its filename and row count on Match columns.

Review every suggested column match

Check the suggested fields, especially the earning person and signed sales amount. Under Saved column mappings, choose Use a saved mapping and Apply mapping when appropriate. One uniquely matching set of exact ordered headers can apply automatically; the notice identifies its name and version. Still check the content. Choose Dates with slashes and, without a category column, All rows are. That choice starts at Require category review; keep it for a mixed file and classify each row before closing. You can enter Mapping name and choose Save mapping for reuse; this does not import sales. Select Preview import once the fields are correct.

Reconcile the preview with the source

Review import shows the total rows, distinct staff names, refund count and signed sales amount, followed by the first five rows. The fictional downloadable example contains three Mia rows: a $220.00 service, $33.00 retail item and −$110.00 refund. Its signed sales total is $143.00 and it contains one refund. If the preview differs from your expected report, return with Back or change the file. The preview is not yet a final commission calculation.

Choose how this affects the draft

When real draft rows already exist, Current draft offers Replace the current draft or Add to the current draft. Replacement affects the editable draft, not completed runs. Adding can create overlap with earlier imports, so compare coverage first. Confirm the statement about itemised tax-inclusive AUD sales, earning staff and signed refunds, then choose Import followed by the row count. When importing over sample data, Trimsum replaces the sample draft and sample staff rules so the example rates are not applied to your business.

Find the import and undo a draft batch if needed

After saving, open Imports. Every file, accounted for lists each surviving group’s filename, dates, counts and draft/closed status. Replacing the draft selects the imported file’s date range. Adding to a draft keeps the selected period; sales outside it remain in the draft but appear in Sales only when you select their dates. They do not enter the current close. Check the period before finalising. Missing rates and source differences still need review. In a dated-agreement workspace, an exact active name or alias may link on import; unmatched or archived names and sales outside an agreement’s dates need explicit review.

To remove one draft batch, choose Remove draft rows, inspect Remove this draft import, then confirm Remove followed by the displayed row count. Closed rows remain. Older imports without batch identifiers are grouped by filename, so removal affects every remaining draft row with that name. Removed or replaced groups disappear unless they retain closed rows.