Prerequisites
- Access to the JLP admin platform with ‘Offline Sales Upload’ capability enabled
- CSV file with the correct format
1. Click On The ‘Transaction’ Page In JLP Admin
Begin by logging into the admin platform and clicking on ‘Transaction‘ on the main menu bar and navigate to the submenu ‘Sales Importers’ > ‘Offline sales import’
2. This Will Take You To The Offline Sales Import Page
3. Click On ‘Upload New Sales CSV’
4. Select The CSV File That You Need To Upload
The CSV needs to be in the given format. Please refer to Offline sales import- CSV File format article for more details.
After selecting the file, click ‘Open’.
5. The System Will Then Let You Know If The Import Is Successful Or Not
If the CSV file contains one or more hard errors, the file upload will not be completed and the error message below will appear.
The operator needs to address the errors and then re-upload the file to the system.
Hard Errors are errors that prevent the CSV from being uploaded because there is either a system issue or the CSV file does not pass the minimum validation (e.g. database is unavailable, unauthorised form, data is invalid, wrong CSV headers.)
If the import is successful, you will see the status as ‘processing’ and then ‘completed’.
The status ‘requires action’ may be displayed if there are items to be rectified within the uploaded file.
Please note that operators with ‘Offline Sales Upload’ capability are limited to uploading CSV files and viewing files uploaded from within the same channel.
Operators with this access are unable to resolve soft errors that require action.
6. Checking On The Progress
Once uploaded processing starts. To view the process navigate to ‘Transaction’ > ‘Sales importers’ > ‘Offline sales admin’ and click ‘View details’ on your import
This screen will show you the progress of your import and gives you details on payment failures.
Important processing times:
If a payment soft fails, the importer will retry after 24 hours for a total of 3 times. This means the import can stay in ‘Processing’ for up to three days. It is encouraged to check on your progress manually.
Related articles
- Offline sales import- CSV file format