Upload wholesale sales manually

Use this guide to effectively upload your wholesale sales into Green Check

Uploading Wholesale Sales Data to Green Check

Table of Contents

1. Overview

2. Before You Start: Understand the Green Check Fields

3. Uploading Your Sales Data
   • Option A: Upload a File (Recommended)
   • Option B: Manually Enter Sales Data
4. Troubleshooting Issues
5. Requesting a POS Integration
6. Sample File 

Overview

To report wholesale sales in Green Check, you will upload data for each invoice payment your business receives.

Each invoice payment must reference a specific invoice, but it is not the same as an invoice itself. If an invoice is paid in multiple installments, each payment is reported separately while still referencing the same invoice.

Therefore, you should upload sales data when a payment is received for an invoice—not necessarily when the invoice is created. If an invoice is paid in full at the time of creation, you will report it on the same day; otherwise, each payment should be uploaded as it occurs.

Before You Start: Understand the Green Check Fields

 

 

Field Name	Definition	Format
Date *	Date the invoice was created	Required, eg. 2021-02-27
Invoice Number *	Unique identifier for the invoice	Required, alphanumeric
Customer *	Customer name	Required, alphanumeric
Product	Name of the product sold	Optional, alphanumeric
Quantity	Quantity of product sold, in units	Optional, numeric
Price	Price of the product sold	Optional, numeric
Memo/Description	Note on the invoice	Optional, alphanumeric
Invoice Total *	Total amount of the invoice	Required, numeric
Payment Date	Date the payment was received	Defaults to Date if not provided, eg. 2021-02-27,
Payment Type	Cash, Check, ACH, Debit or Credit	Defaults to Cash if not provided
Payment ID	Unique ID of the payment, separate from invoice number	Auto-generated if not provided
Payment Amount *	Payment amount received	Required, numeric
Open Balance *	Remaining balance on invoice	Required, numeric

 

Uploading Your Sales Data

You have two options to upload your wholesale sales data to Green Check:

Option A: Upload a File (Recommended)

If your wholesale management system allows you to export a report of your invoice data, you can upload the file directly to Green Check.

If you are not able to export a wholesale sales report, you can download, fill out, and upload this template instead:

Download Template File

If you cannot export a report from your invoice tracking system, you can use our template:

• Download template file (.xls)
• Download template file (.csv)

Steps to Upload a File

1. Log into your Green Check account at app.greencheckverified.com.

2. From your Dashboard, click Manual Upload.

3. Click Upload data from file and select your file. Acceptable file formats include .csv, .tsv, .xls, .xlsx, and .txt.

4. Match your column headers (Incoming Fields) to the standard Green Check fields (Destination Fields). Most fields will auto-match, but you can manually adjust using the dropdown menus.

5. Click Continue to begin reviewing your file. This matching process only needs to be done once. Future uploads will remember your selections.

6. Review your uploaded data:

   • Red-highlighted cells indicate validation errors that need to be fixed.

   • If your data has no errors, or if you prefer to fix rejected rows later, click Submit All Data.

7. After submission:

   • Valid rows will be submitted and marked read-only in the upload window.

   • Invalid rows will remain editable for correction.

   • A Submission Status column will appear, showing each row as Submitted or Rejected.

   • If you fix and resubmit data, only previously rejected rows will be included in the new submission (since every row without errors was already submitted successfully).

8. You will receive a notification about the status of your upload shortly.

 

Option B: Manually Enter Sales Data

1. Log into your Green Check account at app.greencheckverified.com.

2. From your Dashboard, click Manual Upload.

3. Enter your wholesale sales data directly into the upload window.

4. Review your data:

   • Red-highlighted cells indicate validation errors that need to be fixed.

   • Once you're ready, click Submit All Data. All valid rows will be submitted, and any rejected rows will remain editable.

5. After submission:

   • Valid rows will be submitted and locked as read-only.

   • Rejected rows remain editable.

   • The Submission Status column will help you sort and identify rows that need fixing.

   • If you make changes and resubmit, only previously rejected rows will be submitted again.

6. You will receive a notification when your sales upload is complete.

 

Troubleshooting Issues (File Type and Required/Optional Fields)

Ensure your file meets the following requirements:

• The file must be in .csv, .tsv, .xls, .xlsx, or .txt format.

• Ensure all required (*) fields are included:

  • * Date: Invoice date; accepted formats are M/DD/YY or MM-DD-YYYY 00:00:000.

  • * Invoice Number: Unique identifier for the wholesale transaction.

• • * Customer: Name of the purchasing business.

  • * Invoice Total: Total amount of the invoice. 

  • * Open Balance: Remaining balance on invoice.
• Here is the full list of optional fields with definitions:
  • Product: Name of the product sold.
  • Quantity: Quantity of product sold, in units.
  • Price: Price of the product sold.
  • Memo/Description: Note on the invoice.
  • Payment Date: Date the payment was received.
  • Payment Type: Cash, Check, Debit or Credit.(Defaults to Cash if not provided)
  • Payment ID: Unique ID of the payment, separate from invoice number. (Auto-generated if not provided)
  • Payment Amount: Payment amount.
    
    

Requesting a POS Integration

Want an easier way to upload sales data? Copy and paste this email to request an integration with your wholesale management system:

Sample File

• Download sample file (.xls)
• Download sample file (.csv)