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How to Import Purchases via CSV and Map it to Accounts

Aye
Updated

Objective

Import purchases via CSV and map it to accounts in Outreach.

Applies To

  • Accounts
  • Products

Before you begin

  • Make sure the Accounts as well as the Products already exist in the system as a record. The purchase CSV file does not automatically create new accounts or product records. The system cannot assign and associate a purchased product to an account in this workflow if the account or product doesn’t exist yet.
  • Make sure to map the record IDs to the External ID column in Purchases when importing purchase-related data into Outreach. The External ID acts as the unique identifier for these records and can be used to update or overwrite them as needed. Note: Do upload this field when creating a new record to ensure the system captures it correctly. If this field is not updated, the system will treat the records as new entries.

Procedure

  1. Log in to Outreach.
  2. Navigate to Imports > System Activity > Click on Import > Select Purchases.
  3. Find and choose the Purchase CSV file that you want to upload.
  4. Click Next.
  5. Map the Account/Company column field to the Outreach field name Account or Account name
  6. Map the Product column field to the Outreach field name Product or Product Name.
  7. Click Next.
  8. Finalize the Import by choosing how to handle duplicates.
  9. Click on Start Import to begin the Import Process.
  10. Once the Import is complete the system will redirect to the Imports Page.
  11. Click on the recently imported Purchase record to get more details on Successes, Failures as well as Totals. Note: In order to view the Successfully imported Purchase records navigate to individual Account’s Purchase Tab to view the same.

Sample CSV setup

Below is a table with an example of how the CSV import should be formatted:

*External ID/ID *Account Name *Product name Start Date End Date Status Total Quantity Total Value Potential Quantity Potential Value
672 Hawai DataLoom 8/15/24 8/15/25 TRUE 250 25000 400 40000
32 Hawai SafeNet 8/16/24 6/16/25 TRUE 150 15000 450 45000
215 Uberall Inc. FitTrack 2/5/24 7/18/25 TRUE 300 30000 900 90000
34 Raptor GreenGro 7/18/24 9/9/25 TRUE 370 37000 800 80000

Additional Information

  1. External ID acts as the unique identifier for these records and can be used to update or overwrite them as needed. 
  2. Total Quantity refers to the net amount of a product purchased by the account, while Potential Quantity represents the maximum quantity the account could potentially purchase. Likewise, Total Value indicates the actual purchase value, and Potential Value signifies the estimated future value. Thus, Total Quantity and Total Value should always be less than or equal to Potential Quantity and Potential Value.
  3. When importing purchases, they will be associated with the appropriate product and account by looking for an exact name match. Please ensure the product and account names listed in the upload file are a direct match to the names in Outreach (case sensitive)

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