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How To Import Sales Statements
How To Import Sales Statements
Sara avatar
Written by Sara
Updated over a week ago
  1. Click the Upload button at the top right corner of your screen.

  2. Choose a file from your local drive and select Open.

  3. You should receive a message saying that your file has been uploaded to the Remote Desktop Virtual Drive.

    1. This does not mean the file has been uploaded to the statement container or imported into SR1. The file has been uploaded from your local drive to the Remote Desktop Virtual Drive; you will select a file from the Remote Desktop Virtual Drive to import in the next step.

  4. Click on the Sales module and navigate to the appropriate statement container in Digital Statements, Physical Statements, or Publishing Income. Select the Upload or Import button from the statement container.

    1. The Upload button will upload a copy of the file to the statement container, but will not trigger the import process. The Import button will upload the file to the container and trigger the import process simultaneously.

  5. In the Upload window, navigate to the Remote Desktop Virtual Drive Uploads folder, and select the appropriate file to import. Please note that you cannot create and organize files into folders in this Uploads folder and it will reset with each new session.

  6. Proceed with the import process as prompted. Reach out to regarding any error messages.

    1. If you need to import files larger than 255 MB in size, zip the file and try importing again. If the file is still over 255 MB when zipped, please reach out to for additional instructions.

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