Data Import

Data Import

Komet Sales allows uploading external information into the system by using API methods. However, from the Data Import section, users are allowed to upload Open Invoices, Inventory in Boxes, Hard Goods, and Open Credits directly into the system. This screen will only be available for Admin users.


Upload Open Credits Into Komet Sales

In this article, you will learn about how to upload Open Credits into Komet Sales.

User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup and Shipping.

Upload External Invoices Into Komet Sales

In this article, you will learn how to upload an Excel file with Open Invoices to Komet Sales.

User Roles: Admin.

Update Hard Goods Inventory

In this article, you will learn about how to upload Hard Goods Inventory with an Excel file.

User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup, and Shipping.

Import Customers

In this article, you will learn how to quickly import and update Customers in Komet Sales using an Excel file with a specific structure.

User Roles: Admin.

Upload Standalone Purchase Orders

In this article, you will learn about how to upload standalone purchase orders with an Excel file.

User Roles: Accounts Receivables, Admin, Credit Manager, Procurement Manager, Sales Manager, Setup, and Shipping.

Upload Inventory in Boxes from the Data Import

In this article, you will learn how to add items to your inventory using an Excel file from the Data Import screen.

User Roles: Admin, Sales Manager, Procurement User, and Inventory.

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