Upload retail sales manually

Before you start

Please review the standard Green Check fields below to ensure you upload the necessary data.

Please note: A sale record missing any required fields will not successfully upload. Sales missing optional fields will upload successfully, but they may be marked as Unchecked.

A guide to sales status in Green Check

Field Name	Definition	Format
Transaction ID *	Unique identifier for a transaction	Required, alphanumeric
Receipt Date *	Date and time stamp of transaction	Required, ISO format, eg. 2021-02-27T12:30:00.000Z
Customer ID Number *	A unique ID number assigned to the customer record	Required, alphanumeric
Customer ID Type	The type of ID provided	Optional, i.e. MMJ, Driver's License, Non-Driver State ID
Customer ID Expiry Date	The expiration date provided on the customer's license	Optional, eg. 2021-02-27
Customer DOB	Date of birth of the customer	Optional, eg. 2021-02-27
Employee ID Number	ID number of employee who sold product	Optional, alphanumeric
Product ID Number	PoS ID number or SKU of the product sold	Optional, alphanumeric
Product Name	Name of product sold	Optional, alphanumeric
Product Grams	Grams of marijuana that an individual product sold contains	Optional, numeric, can be 0
Product Price per Unit	Pre-tax price of one unit of a product sold	Optional, numeric
Product Type	Type of product sold	Optional, eg., flower, edible, oil, accessory, etc
Transaction Subtotal	Subtotal of all products sold within a transaction	Optional, numeric
Transaction Tax	Subtotal plus tax on all products sold within a transaction	Optional, numeric
Transaction Total *	Subtotal plus tax on all products sold within a transaction	Required, numeric
Transaction Cash Paid *	Amount of cash paid during a transaction	Required, numeric, can be 0.
Transaction Debit Paid *	Amount put on a debit card during a transaction	Required, numeric, can be 0.
Transaction Credit Paid *	Amount put on a credit card during a transaction	Required, numeric, can be 0.
Transaction Check Paid *	Amount paid with a check during a transaction	Required, numeric, can be 0.
Medical or Adult Use	Whether a sale is medical or adult	Optional

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

Option A (recommended): Upload a File
If your point of sale 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 sales report from your invoice tracking system, you can download, fill out and upload this template instead.

Option B: Manually enter sales data
You can manually enter data directly into the upload window.

Option A: Upload a file

We recommend uploading a sales report that you export directly from your point of sale.

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

First, you'll choose a file.

Log into your Green Check account at app.greencheckverified.com.
From your Dashboard, click Upload Sales File.
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 .xml.
Next you will see a screen asking you if the first row contains column names. If it does, click Yes. If it doesn't, click No.

Now, you'll match the column headers from your spreadsheet to the standard fields in Green Check.

Please note: The column headers from your spreadsheet will show up in bold next to the column letter. You'll need to match this column name to a standard Green Check field using the dropdown next to the column name.

Most column headers will be automatically matched to a standard Green Check field. If it is matched to the incorrect field, use the dropdown to match it to the correct field.

You’ll need to match all of your columns to a standard Green Check field. Once a column is correctly matched, click Confirm mapping.

- If your spreadsheet contains any columns that don't map to a standard Green Check field, you can click Ignore this column.

Please note: You’ll only have to do this matching process once, your settings will be saved so future uploads can be completed in just a matter of seconds.

Once you’ve successfully matched your data and ignored extra columns, scroll down and click Review on the bottom right.

Now, review your data to make sure all of your columns were correctly matched.

You can click to edit any cells directly on the upload window.
- Cells highlighted in red have an error that should be fixed before submission.
- Cells highlighted in yellow have been automatically formatted by our system and do not need to be edited before submission. You can hover over any highlighted cells to see notes on the issue and how to resolve it.
Once you’ve resolved any cell errors, click Continue. If you are ready to submit click Yes on the next window.

Please note: You will be notified of the result of your sales upload within a few moments of submitting. You will receive a notification if your sales did not successfully upload.

Option B: Manually enter sales data

Log into your Green Check account at app.greencheckverified.com. From your Dashboard, click Upload Sales File.
Enter your sales data directly into the upload window.
- Cells highlighted in red have an error that should be fixed before submission.

Once you’ve resolved any cell errors, click Continue. If you are ready to submit click Yes on the next window.

Want an easier way to upload sales data?

Copy and paste this email and send it to your point of sale (include product@greencheckverified.com on the email) asking them to support an integration with Green Check:

Hello,

My financial institution is using a software called Green Check Verified for their cannabis banking compliance. They require that we upload sales reports from your software. Could you please connect with Green Check about setting up a direct integration so I don’t have to manually upload the data each week?

I have added Green Check's Product team on this email.

Running into trouble?

The file must be in .csv, .tsv, .xls, .xlsx, or .xml.
Ensure your file has all the required (*) fields. Fields not marked with (*) are optional for the system but may be required by your financial institution:

* Transaction ID: Unique identifier for a transaction.
* Receipt Date: Local time. Accepted formats are M/DD/YY or MM-DD-YYY 00:00:000.
* Customer ID Number: A unique ID number assigned to the customer record.
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. This 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 Total: Subtotal plus 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.
* At least one of Cash Paid, Debit Paid, Credit Paid or Check Paid must be populated
Medical or Adult Use: Whether a sale is medical or adult.