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Importing Sale Data

This article describes the process for automatically or manually importing sale data from another platform into Wavebid at the end of a sale.

Import Options

Formatting a Spreadsheet

Uploading a Spreadsheet

Mapping Columns

Troubleshooting

 

Import Options                                                                                        

Auto Import

For companies working with one of Wavebid's integrated bidding platforms, sale data can be automatically imported.

  1. Navigate to the applicable auction from the Dashboard, then select Accounting > Import Bidder Info (Auto). The Person Import Results page will load indicating if the import was successful. For additional information, see the article relating to the specific bidding platform.
  2. Then, from the same Accounting menu, select Import Sales Info (Auto). The Lot Import Results page will load indicating if the import was successful, and winning bidder and sale information should be imported. For additional information, see the article relating to the specific bidding platform.

In the event that an error has occurred, or the link between Wavebid and the bidding platform has been broken, the sale data may need to be imported manually.

 

Manual Import

Manually importing sale data consists of two parts: importing buyers and importing sale information. Two separate spreadsheets will need to be formatted, uploaded and mapped in order to import this data.

 

Formatting a Spreadsheet                                                                        

When importing spreadsheets into Wavebid, the column headers do not need to correspond to fields found in Wavebid, but the process will be easier and faster if they do. 

To import buyer and sale information, the spreadsheets must be saved as a Comma-Separated Value (CSV) file type. To view a sample CSV (comma-separated values) file, use the Wavebid Sample Data Set available under Help > Resources.

 

Buyer Spreadsheet

The buyer information spreadsheet must contain at least the bidder's First Name, Last Name, and Bidder Number. The First Name and Last Name must be separate columns. Additional columns can be listed on the spreadsheet. However, only columns that are mapped will be imported. ImportBuyerInfo.PNG

 

Sale Info Spreadsheet

The sale information spreadsheet must contain at least the Lot #, Selling Price, and Bidder Number. The Selling Price should not contain any dollar signs or commas. Additional columns can be listed on the spreadsheet. However, only columns that are mapped will be imported. ImportSaleData.PNG

 

Uploading a Spreadsheet                                                                         

To upload buyer information, navigate to the appropriate auction on the Dashboard and select Accounting > Buyers.

To upload sale information, navigate to the appropriate auction on the Dashboard and select Accounting > Import Sale Info. Buyer information should always be imported first.

The Lot Import page will open. Select upload options:

BuyerImport.PNG

  • Has header row?: This default setting assumes the first row of the file is a header row containing column titles. If this is not the case, uncheck this box.
  • Do not overwrite existing lots: This setting adjusts to add new lot numbers and their data rather than updating existing lots in Wavebid. The imported spreadsheet will overwrite any lot details unless this box is checked.
  • Delimiter: Unless otherwise specified by the bidding platform, files should be saved as a CSV file type and will use COMMA (default).

Click the Choose File button, select the file to upload, and click the Upload button.

 

Mapping Columns                                                                                   

After uploading the spreadsheet, mapping will need to be confirmed. Mapping determines what spreadsheet column will be pulled into which Wavebid field. Mapping data should be reviewed each time a spreadsheet is imported. Spreadsheet column headers are listed under Your Headers on the left, with the Mapped to field to its right. The Mapped to field is auto-filled based on the column's name.

For fields that did not auto- map, mapping can be done manually by dragging and dropping any of the blue Wavebid headers (on the right side of the page) to the applicable Mapped to field. MappingSaleData.JPG

When mapping buyer information, the bidder's First Name, Last Name, and Bidder Number must be mapped. First Name and Last Name must be separate columns. 

When mapping sale information, at a minimum, the Lot #, Selling Price, and Bidder Number must be mapped. The Selling Price should not contain any dollar signs or commas.

 

Importing

Once mapping is complete, scroll down to the bottom of the page and click the Import button.

Once the Import button is clicked, the import process cannot be stopped.

If there were any issues, they will be displayed when the import is complete. If there were problems with the import, the data will not be updated. 

ImportConfirmation.JPG

 

Troubleshooting                                                                                       

Unsold Items 

Items that need to be listed as "Unsold" will need a blank selling price in order to be marked correctly in Wavebid. Lots with a selling price of $0 will not appear as unsold. After importing sale data, lots with a blank selling price will appear on the Unsold Lots List

No Columns Were Found

The message below is likely to appear if the file selected for upload was not a CSV file type. Try saving the file as a CSV (comma delimited) and attempt to upload again.

ImportSaleDataError.PNG

Line Processing Error

If the Selling Price field contains a dollar sign or a comma, the system will report an error. Remove all dollar signs and commas from the spreadsheet and attempt to upload again.

  • The quickest way to remove these symbols is to highlight all of the fields in Excel, change the formatting to Currency, then change the formatting again to General, and then save.

ImportSaleDataError2.PNG

 

 

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