1Download Template
2Fill Your Data
3Upload CSV
4Preview & Confirm
5Done
description Step 1: Download Template
Fill your old data in the template, save as CSV UTF-8, then upload.
- Open template in Excel
- Fill data from Row 2 down
- File → Save As → CSV UTF-8
- Upload below
cloud_upload Step 3: Upload Your CSV
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Drag & drop your CSV here, or click to browse
Only .csv files · Max 50 MB (supports 50,000+ rows)
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info Column Reference - Data will be saved in the sales table
| Column | Required? | Example | Notes |
|---|---|---|---|
sale_date | YES | 01-Apr-26 or 2024-04-01 | Any common date format accepted |
booking_no | No | BK001 | Unique; skip if unknown |
customer_name | YES | Rajesh Kumar | |
mobile_no | YES | 9876543210 | 10 digits |
dob | No | 18-06-1976 | |
branch | YES | HEAD | |
model | YES | ACTIVA 125 | |
color | No | BLACK | |
vehicle_type | YES | SCOOTER / BIKE | |
chassis_no | No | ME4JF502... | |
engine_no | No | JF50E... | |
invoice_no | No | INV-2024-001 | |
payment_type | YES | CASH / FINANCE | |
financer_name | No | HDFC BANK | |
in_out_house | No | IN HOUSE | |
hypothecation | No | YES / NO | |
insurance_company | No | TATA AIG | |
insurance_amount | No | 6914 | Numbers only |
accessories | No | STEEL / FULL | |
accessories_amount | No | 5690 | Numbers only |
teflon | No | YES / NO | |
teflon_period | No | 1 Time | |
teflon_amount | No | 350 | Numbers only |
ew | No | YES / NO | Auto-creates EW record if YES |
ew_period | No | 3 Years | |
ew_amount | No | 738 | Numbers only |
rta | No | YES / NO | |
rta_amount | No | 950 | Numbers only |
hc_charges | No | YES / NO | |
hc_amount | No | 300 | Numbers only |
ceramic | No | YES / NO | |
ceramic_amount | No | 0 | Numbers only |
discount_amount | No | 0 | Numbers only |
reason_for_discount | No | Festive offer | |
executive_name | YES | Ravi Kumar | |
remark | No | Special case |