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Manual Data Entry for Non-Shuttle Retailers: Using Excel

Sarah Barr
Sarah Barr
  • Updated

An excel template is now available in Retail Orbit for manual data entry clients.  To access the spreadsheet follow the instructions below:

  • Log into Retail Orbit www.retailorbit.com
  • Select the "Data" tab from navigation bar on the left and "Upload Data", or click the Data button itself.
  • Select "Download Template" at the top left of the data screen.
  • Complete the spreadsheet and save.

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  • The completed spreadsheet can be uploaded on the data screen.  The user should check  the box for "is end of month?" for all month end data and select "Upload File."
  • Mid-month data will show the letters "MTD" by the file.  End of Month data will show a picture of a padlock.
  • Upon upload, the user should review the data totals

 

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Download the Data Upload Glossary for a guide to columns in the manual upload grid.

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