Part 2: Uploading a Sales Report – Column Matching

Created by Francesco Ilardi, Modified on Mon, 1 May, 2023 at 9:30 PM by Francesco Ilardi

To see the entire process from start to finish, click here for the full step-by-step guide (Parts 1-4) on how to submit a sales report in Brainbase. Otherwise, continue reading for Part 2.

The second part of uploading a sales report to Brainbase is quick and easy thanks to our automated column matching feature.

Follow the steps in this article below or watch a quick video tutorial here:

Follow the steps below for Part 2 – Using the automated column matching feature to map data points

1. The column matching tool will automatically detect as many of your uploaded file's column data points as possible and match them to our Brainbase data points.

This is a great tool for speeding up the upload process and takes on some of the workload for licensees.

2. All you have to do is scroll through all of the columns and map any unmatched data points.

You can quickly identify any unmatched columns and either skip those data points if you don't want to import them, or match them up to one of our Brainbase data points from the dropdown titled 'Match me.' You also have the option to edit any column data points that were automatically detected by our system if need be.

If you are having trouble scrolling through the columns, use the keyboard shortcuts found here:

3. You can quickly identify any unmatched columns that our system was unable to detect. You will then have the option to either 'Skip', 'Add', or 'Edit' and then 'Save' those columns.

You can edit any column data points that were automatically detected by our system if need be. You also have the option to skip any data points if you don't want to import them or match them up to one of our Brainbase data points from the drop-down menu where it says 'Match me.'

Tip: This is where importing the header row comes in handy to serve as a quick point of reference for that column data point.

4. You must meet all of our 'Required Data Points' in order to successfully complete this step and continue on to Part 3. You can find these in the top left corner (click on the tooltip icon next to the required data point for more info on that item).

5. Once you have matched up all columns and added all required data points, click ‘Next’ to continue to the final steps of uploading a sales report.