One of the benefits when using OneUp is that you're not restricted by the type of data you can add to the system - you can technically add anything you like!
We very commonly have clients who manually add their Contract Revenue after it has been invoiced so they know it's accurate. We also have clients who track their Christmas Bonus Scheme, LinkedIn activity, and even their gym sessions through OneUp's manual data entry!
To get started, click the More menu at the top right of the OneUp site, and you will see two options for manual input - Report Activity and Upload Spreadsheet.
Report Activity
The Report Activity option is useful for adding occasional updates to certain metrics for individual users.
Make sure you've selected the correct user from the drop down menu in the top right of the page.
Next to the user, select the date you'd like the activity to appear for. By default this is set to today's date.
If the metric you want is not already visible in the list, underneath the user and date selection, choose the metric you want to add activity for from the dropdown menu.
🚨 Metric you want to add manual data against not appearing? Make sure the metric has manual data enabled - more on this here 🚨
Now you can input the figure you'd like to manually add to the system. For example, if you're wanting to add 3 CVs sent, enter 3 in the field next to the CVs Sent metric. You can also 'remove' data by using a negative number as the value!
Click the Submit Report button at the bottom of the page.
Your data will now appear on the platform just the same as if it were added from your CRM.
Spreadsheet Upload
The Upload Spreadsheet option is useful for adding a bulk of data at the same time to multiple metrics and for multiple users. This is best used for a weekly export of data (for example, uploading your actuals to the system).
Select Upload Spreadsheet and click the Download Spreadsheet button from the page that opens. This downloads a pre-populated spreadsheet containing all of your metrics and users.
Click Next at the bottom right of the screen.
On the next page, select the date you'd like your uploaded data to appear on.
This will attribute all data to the date you set here. If you have data spread out over a large period and wish to organise the data better, you could separate daily or weekly bulks of data and upload a spreadsheet for each.
Open the spreadsheet you downloaded and add the values for the relevant data.
It's important that you don't reorder or delete any columns you're not uploading data for. If you're not uploading data for that metric, just leave the column blank - the system will ignore it.
Once you're finished with the spreadsheet, save it, and on the OneUp page, press Next.
In the next step, you're prompted to browse your PC for a file. Press the Choose File button and navigate to where you saved your spreadsheet.
Press Upload.
Done! Your data is now saved to the system and will appear on the platform just the same as if it were added from your CRM system.
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Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.