Import Historic Sales

Help & advice
1

Hello,

Is there a way to import historic sales (aka previous invoices) data from Xero to Breww?

99% of our customers were with us before Breww so their Average Order value and number of orders is off.

Thanks

Thanks

2

Hi Hector, thanks for your comment! Unfortunately, there isn’t a way to add historical orders to Breww; however, you can log a ‘Pre-Breww average order value’ and ‘Pre-Breww order quantity’ by creating custom fields. You can create a custom field by heading to Customers → Custom fields → New custom field. If you then give this a name (e.g. Pre-Breww average order value), a field type of Decimal number and a short description. You will now be able to log this data against a customer by selecting Edit whilst on a customer. If you have already imported your customers into Breww, you can update your customers in bulk by heading to Settings → Data imports and updates and selecting Customers and Contacts in the Bulk updater (be sure not to use the importer). Here, you will be able to download a CSV file containing all your customer data, where you will now be able to include the data for your custom fields and upload your updated CSV file. Cheers!