Upload retail sales manually

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

Uploading Retail Sales Data to Green Check

Table of Contents

1. Before You Start: Understand the Green Check Fields

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

Before You Start: Understand the Green Check Fields

Uploading Your Sales Data

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

Option A: Upload a File (Recommended)

If your point-of-sale system allows you to export a report of your sales data, you can upload the file directly to Green Check.

If you are not able to export a sales report from your POS, you can download, fill out, and upload this template instead.

Download Template File

• 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. A file browser will open for you to 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 will auto-match, but you can adjust using the dropdown menus. Then click Continue.

   • This matching process only needs to be done once. Future uploads will be automatically mapped and will remember your selections.

5. Begin reviewing your file. You'll be able to see valid and invalid rows. 

   • Red-highlighted cells indicate errors that should be addressed before submission.

6. If you have no validation errors, click Submit All Data. This will save and submit every row in your file!

7. If there are invalid rows, no need to worry. You can either fix these rows OR click the  Submit Valid Rows Only button to submit the rows that have no errors:

   • Important note: We will only submit the valid rows upon submission. If you have invalid rows, those will remain in the upload window for you to fix after the initial submission, if needed.

8. You will receive a notification about the status of your sales 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 sales data directly into the upload window.

   • Red-highlighted cells indicate validation errors that should be addressed before submission.

4. If you have no validation errors, click Submit All Data. This will save and submit every row in your file!

5. If there are invalid rows, no need to worry. You can either fix these rows OR click Submit Valid Rows Only to submit the rows that have no validation errors:

   1. Important note: We will only submit the valid rows upon submission. If you have invalid rows, those will remain in the upload window for you to fix after the initial submission, if needed.

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

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:

  • * Transaction ID: Unique identifier for a transaction.

  • * Receipt Date: Accepted formats are M/DD/YY or MM-DD-YYYY 00:00:000.

  • * Customer ID Number: Unique identifier for the customer record.

  • * Transaction Total: Subtotal plus tax on all products sold within a transaction.

  • * At least one of Cash Paid, Debit Paid, Credit Paid, or Check Paid must be populated.

• Here is the full list of optional fields with definitions:
  • Customer ID Type: The type of ID provided (i.e., MMJ, Driver's License, Non-Driver State ID).
  • Customer ID Expiry Date: The expiration date provided on the customer's license.
  • Customer DOB: Date of birth of the customer.
  • Employee ID Number: ID number of employee who sold product.
  • Product ID Number: PoS ID number or SKU of the product sold.
  • Product Name: Name of product sold.
  • Product Grams: Grams of marijuana that an individual product sold contains (can be 0).
  • Product Price per Unit: Pre-tax price of one unit of a product sold.
  • Product Type: Type of product sold, i.e., flower, edible, oil, accessory, etc.
  • Transaction Subtotal: Subtotal of all products sold within a transaction.
  • Transaction Tax: Amount of tax on all products sold within a transaction.
  • Transaction Cash Paid: Amount of cash paid during a transaction.
  • Transaction Debit Paid: Amount put on a debit card during a transaction.
  • Transaction Credit Paid: Amount put on a credit card during a transaction.
  • Transaction Check Paid: Amount paid with a check during a transaction.
    

Requesting a POS Integration

Want an easier way to upload sales data? Integrating your POS with Green Check is the most seamless way to accomplish this. View our existing POS integrations here. Don't see your POS on the list? Copy and paste this email to request an integration with your point-of-sale system:

Sample File

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