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:
Go to the Sales page on the WISK Web Portal
A message displays when the system last performed a sales check, and when new sales were last imported
Note: If you have more than one POS integration, place your cursor over the "i" icon and it displays all others
Place your cursor over the "i" icon and click the “Import Now” button beside an integration to check for new sales data
A confirmation messages displays that the system is checking for new sales/reimporting your sales data
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
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.
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:
On the "Sales" page, click "Actions", then "Reimport sales data"
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
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:
This option is selected by default. Click the "From date" drop-down to select an inventory.
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.
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
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
Note: WISK only ever pulls data from your POS. When you delete the sales data in WISK, it does not affect your POS.
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.
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:
Click the "Switch to Date Picker" button
Click the "From date" field to select a date and time
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.
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
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
Note: WISK only ever pulls data from your POS. When you delete the sales data in WISK, it does not affect your POS
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
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.