Importing Buying Plan Data
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      3. Importing Buying Plan Data

      Import Buying Plan Data by Month and Close

      This guide explains how to navigate to the dashboard, select the import map, upload the CSV file, match columns, fill missing fields, and close the import. The guide also explains how to review and check the imported data by categories.

      1. Navigate to your dashboard https://app.mfp.net.au/buyingplans/2

      2. Click "Buying Plans" on the top menu of your screen to view and navigate your buying plans

      3. Click the import (arrow up) icon above the Month and Year column you want to upload data to

      4. Click on the "Select Import Map" dropdown menu to choose your import map

      5. Click on the "Choose File" button, under "Select file (CSV) to import data from Sales Systems." to upload your CSV file from your computer

      6. Click the "Upload File" button to begin the import process

      7. To match the columns in your CSV file to corresponding fields in your import map:

        • Choose the right labels under each KPI. Make sure you have the right columns in your CSV select

        • Click the "Match Fields" button to save your selections

      8. If you have KPI's and Categories that were not matched from the CSV file upload, select the "Fill All KPIs and Categories" checkbox to fill all the missing fields with a Zero value

      9. If you want to close the import for the period when finalizing the process, select the "Close Values" checkbox

        • Note: You need to have all values in the buying plan period filled to close the period

      10. To finalize the process and save your data, click the "Import Data" button on the top right of your screen

      11. To review and check your imported data, click the "Review Buying Plan by Categories" button

      12. Select the intended category you want to review on the left side menu