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Import Sales Data

Learn how to bulk import your historical sales data into Optiply using a CSV file. Includes formatting rules, column definitions, and how to submit your file to improve forecasting.

Written by Ricardo Guerreiro
Updated over 2 weeks ago

πŸ“₯ Import: Sales Data (History)

Your historical sales data is the fuel Optiply uses to make accurate forecasts and provide reliable purchasing advice.

While we always prefer to pull this data automatically via your standard integration or our public API, you can also supply your sales history to us manually in bulk using a .csv file.


πŸ—‚οΈ 1. The CSV File Structure

To process your sales order lines, the data must be delivered in a fixed format. Make sure your .csv file is separated by commas and contains the exact column headers listed below.

⚠️ Blank Columns Rule: > Even if a column is marked as "Optional" (like ean, subtotalvalue, or completed), the column header must still be included in the file. You can simply leave the values empty for those specific rows

Column Header

Description

Required?

remote_order_id

The order number retrieved from your source system. This ensures each order is correctly matched when importing multiple files.

Yes

ean

The EAN code of the product.

No

sku_id

The SKU code of the product.

Yes

quantity

The number of items sold in that order line.

Yes

subtotalvalue

The order line price. Must be a maximum of two decimals and separated by a dot (e.g., 100.50).

No

placed

The date on which the order was placed.

Yes

completed

The date on which the order was shipped.

No

CSV Formatting Example:

Notice how row 3 is missing the EAN, Subtotal, and Completed dates, but the commas remain to preserve the structure!

Code snippet

remote_order_id,ean,sku_id,quantity,subtotalvalue,placed,completed 1,8718923131580,123-ABC,1,100.50,01-01-2020,02-01-2020 2,8718923013398,898-OIU,45,90,02-01-2020,02-01-2020 3,,012ee2g,8,,02-01-2020, 4,8718923455432,098-WEEK,1,5.02,02-01-2020,03-01-2020 4,8723249234553,024-fedg,8,6.02,02-01-2020,03-01-2020

πŸ“₯ [Download the Sales Data CSV Template Here]


πŸ“₯ 2. How to Submit Your File

Because historical sales data is a massive structural update to your account, these files are processed directly by our team.

Submission Checklist:

  1. Contact Us First: Before spending time formatting your sales history, please contact us! We will check your environment to ensure this information isn't already syncing automatically from your system.

  2. Format your data: Ensure your file is saved specifically as a .csv (comma-separated values) file.

  3. Send it in: Email your completed file to support@optiply.nl or by chat message, and we will process the list for you as soon as possible.


❓ 3. Frequently Asked Questions (FAQs)

Should I use the EAN or the SKU in my file?

We highly recommend filling in only the sku_id wherever possible. If both the ean and sku_id columns are filled in for a single row, Optiply will automatically default to using the EAN as the primary identification, which can cause matching issues if your system primarily uses SKUs.

Why is my file failing to upload prices correctly?

Double-check your subtotalvalue column. The price must use a dot as the decimal separator (not a comma) and can only have a maximum of two decimal places (e.g., 5.02). Since the CSV itself uses commas to separate the columns, using a comma for a price will break the file structure.

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