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Refreshing / Reimporting your Sales Data

How to refresh/reimport your sales data if you are missing sales or it does't match the totals in your POS

Nick Neale avatar
Written by Nick Neale
Updated over 9 months ago

Article Contents

Introduction

If you have an active POS integration, and your last imported sales time appears incorrect, or you are missing sales, you can refresh your sales data manually.

By default, the system refreshes your sales data automatically:

  • every 6 hours

  • when an inventory count is started

  • when an invoice is added

Note: Under Venue Settings, there is a "Live Sales" checkbox. Checking this box checks for new sales data every 30 minutes instead of every 6 hours.

For some supported POS systems with a direct API integration, you can delete and reimport your sales data from a specific date or inventory count moving forward.

Manual Sales Refresh

To refresh your sales data manually:

  1. Go to the Sales page on the WISK Web Portal

    The "Sales" side menu button is highlighted for emphasis.

  2. A message displays when the system last performed a sales check, and when new sales were last imported

    The last sales check and last imported sections are underlined for emphasis

    Note: If you have more than one POS integration, place your cursor over the "i" icon and it displays all others

    An arrow points to the "i" icon and shows the other integrations

  3. Place your cursor over the "i" icon and click the “Import Now” button beside an integration to check for new sales data

    An arrow points to the "Import Now" button

  4. A confirmation messages displays that the system is checking for new sales/reimporting your sales data

    The sales reimport message window that opens.

  5. Give the system a moment to update the data, you can refresh your page if necessary. The last sales check and last import times will then update. If there is new sales data, the last imported time will update

    The last sales check time has updated, but the last sales imported time hasn't.

You can check your sales for specific items by clicking the “Details” on the Sales page. If you have an API integration with your POS, you’ll be able to see the specific timestamps that the item was sold. If you have a daily sales email import, you’ll see the daily totals for each item.

An arrow points to the "Details" button

If you refresh your sales and are still missing data, please reach out to [email protected] or use the in-app chat to make sure your sales are uploaded correctly.

Reimport Sales Data

For POS systems with a direct API integration, if you refresh your sales by following the steps above, but still notice missing data, you can try reimporting your sales.

When you reimport your sales, you select either:

  • the date and start time of an inventory count or

  • a specific date/time

Note: You can only select dates that are not in locked inventory periods

All sales after the selected date are deleted from your WISK account and reimported. This does not delete anything from your POS system.

The reason for this is when WISK receives your sales data, it's written to the WISK database.

By deleting and reimporting the sales from the selected date, we are pulling sales data again from your POS in an attempt to retrieve missing data. There are a number of reasons why data could have been missed, including the POS being down, or a day not being closed properly.

Supported POS Integrations

This feature is available for the following POS integrations:

  • Aldelo

  • Clover

  • Cluster

  • Easygoband

  • Fudo

  • Heartland

  • Lightspeed

  • Maitre'D

  • MobileBytes

  • Omnivore***

  • Silverware

  • Square

  • Toast

  • TouchBistro

  • Veloce

  • Xetux

***Note: If your integration is with Omnivore, please check with our team before reimporting your sales. Omnivore keeps 30 days of sales history by default except for Micros 3700 which is 14 days. Since this process deletes the sales that were previously imported, you run the risk of there not being any sales in the history to reimport.

Select POS Integration

To reimport your sales data, you first need to select the POS integration:

  1. On the "Sales" page, click "Actions", then "Reimport sales data"

    The "Actions" menu is highlighted and an arrow points to "Reimport sales data" on the drop-down menu.

  2. Select the POS integration you want to reimport sales for from the "POS Integration" drop-down. If you only have one POS integration it will be the only option

    The "POS Integration" drop-down menu is highlighted for emphasis

    Note: You can only reimport for supported integrations. If you select an unsupported integration, a message displays

After selecting the POS integration, you must select the date to reimport sales from.

Select Date

When selecting the date to reimport from, you can choose between:

  • the date and start time of an inventory count or

  • a specific date/time

By Inventory

To reimport sales from a specific inventory:

  1. This option is selected by default. Click the "From date" drop-down to select an inventory.

    The "From date" field is highlighted for emphasis

    Note: If you haven't completed any inventory counts yet, a message displays saying you need at least one inventory. If you need to reimport sales you must select a specific date instead.

    If the venue has no inventory counts you can't reimport based on inventory count

  2. Select an inventory count. The date and time are based on the inventory start time

    Note: You can only reimport sales for "open" inventory periods. You won't be able to reimport sales beyond your last locked inventory

  3. After selecting the date, click "OK". In this example, all of the sales in the venue after Apr 1, 2024 12:41PM will be deleted from the WISK account and then reimported

    The selected date is underlined for emphasis and an arrow points to the "OK" button

    Note: WISK only ever pulls data from your POS. When you delete the sales data in WISK, it does not affect your POS.

  4. A message displays saying that the data is being reimported. It may take a few minutes or longer depending on how far back in time you selected. You will see the "Last sale imported" message fluctuate as the sales data is reimported.

    The window that displays when the sales data is being reimported.

If after reimporting your sales, you still see an issue with your data please reach out to [email protected] or use the in-app chat and our team will investigate.

By Specific Date

To reimport sales from a specific date:

  1. Click the "Switch to Date Picker" button

    An arrow points to the "Switch to Date Picker" button

  2. Click the "From date" field to select a date and time

    The "From date" field is highlighted for emphasis

  3. A window opens to select the date and time you want to reimport sales from. After selecting the date and time and click "OK". The sales won't reimport until the next step.

    An arrow shows the date was selected, along with the time. The "OK" button is highlighted

    Note: You can only reimport sales for "open" inventory periods. You won't be able to reimport sales beyond your last locked inventory. If you have no locked inventories, you can reimport up to the maximum number of days allowed for the specific POS

    The limit for each specific POS integration will display

  4. After selecting the date and time, click "OK". In this example, all of the sales in the venue after Apr 22, 2024 9:30AM will be deleted from the WISK account and then reimported

    The selected date displays and an arrow points to the "OK" button

    Note: WISK only ever pulls data from your POS. When you delete the sales data in WISK, it does not affect your POS

  5. A message displays saying that the data is being reimported. It may take a few minutes or longer depending on how far back in time you selected. You will see the "Last sale imported" message fluctuate as the sales data is reimported

    The window that displays when the sales data is being reimported.

If after reimporting your sales, you still see an issue with your data please reach out to [email protected] or use the in-app chat and our team will investigate.

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