Note: batch imports are not available for physical or publishing income.
This process is recommended for large files. Once you've set up the statements to batch import, the SR1 team will run the sales batch itself (batches can only be started by the SR1 team).
Please the review How To Import Sales Statements | SR1 Help Center (intercom.help) before continuing.
Upload the sales file you'd like to batch import to the Remote Desktop Virtual Drive, then to the appropriate digital sales container. Click to trigger the import process.
Instead of clicking "Import Now" in this window, click "Batch" to prepare the file to batch import.
The file will then match to an import template. Follow the prompts and enter any necessary information in the pop-ups (ex: exchange rate).
SR1 will now review the statement for errors but will not import the data. Resolve any errors and repeat the above steps.
Reach out to support-sr1@rytebox.com if assistance is needed.
After the file successfully processes, the Batch Sales Import Status in the container will be yellow and say "Pending".
Repeat steps 1-5 with all of the files you'd like to batch import.
When you're ready for the sales to be imported, send a batch request to support-sr1@rytebox.com with the following details:
The statement containers IDs need to be run
You can also request that all pending files be imported
The mapping criteria you'd like to use
You also have the option to batch import sales without mapping & activating
