Import your sales history

Your sales history — the orders your customers placed before you started using RABT — is what Commercial Memory and customer Signals are built from. Import it once when you start.

Go to Settings → Import & export and choose Sales history (orders), or use the Bring in your data step during setup. Import your customers and products first.

The file: one row per order line

An order with three products is three rows with the same order reference.

• Order reference — required. Your order or invoice number.
• Order date — required, as YYYY-MM-DD.
• Customer — required. The customer's exact name in RABT. Rows with an unknown customer name are rejected; RABT does not create customers from your sales history.
• Product SKU — required. Must match a product's SKU in RABT.
• Quantity — required, above zero.
• Unit price — required.
• Currency — required, for example AED or USD.
• VAT total — optional, for the whole order.

All rows of one order must have the same date, customer, currency and VAT total.

Limits

• Up to 500 orders per file, and 200 lines per order. Split larger histories into several files.
• Files up to 5 MB.

Importing again is safe

Orders whose reference was already imported are skipped, so you can re-run a file after fixing errors without creating duplicates.

After the import

Imported orders are recorded as Delivered. Open a customer's Buying history to see their products, prices and intervals. Patterns need repetition: signals appear for products bought at least three times.

If some orders were not imported, see Fix import errors.