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

 

 

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

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 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.

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:

  • * 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)