⬇️Import Data

Forget spending hours of manually copy and pasting data from your data sources. Drivepoint got you with the click of a button.

Import all data from all of your connected data sources

Before you engage in any FP&A tasks for the day we recommend to import all data to make sure your model is up to date.

1. Click on "Import Data"

2. Click on "Import All Data"

3. Success - your model is updated with fresh data🎉

Import source-specific data

When assessing how you are pacing mid-month with DTC or Amazon data, we recommend to import only Shopify or Amazon data.

1. Click on "Import Data"

2. Click on ⬇️ for Shopify

3. Success - your model is updated with fresh Shopify data

FAQ Data Import

My QBO was skipped. Why?

This likely happened because some of your accounts are not mapped to Drivepoint categories. In order to map Drivepoint categories, click on the side arrow next to QBO in data import and map the accounts to the Drivepoint categories.

If the issue persists, please contact Drivepoint Support via [e-mail].

My data was only imported partially. What should I do?!

Sometimes it can happen. Don't worry! There is a way to import specific tables that might have failed in the "All Data Import" or specific data import per source. Here's how you can import a specific table that might have failed:

1. Click on the Info button to see which table did not import (e.g. R - DTC Retention)

1. Click on the > arrow next to specific data source that failed to import a table

2. Select the table in the drop-down that failed to import

3. Change or keep the defaults of the table settings (if you are unsure, stick with the defaults)

4. Click on import

5. Success - it should have worked! If you are still experiencing issues please contact [e-mail]

What tables are imported when I import "All Shopify Data"?

We will import the following tables when importing all Shopify data:

1. Product Sales Mix

2. DTC Retention Predictions

3. Cohorted Sales

4. Monthly Shopify Data Pivot

All of these options can also be selected individually when clicking the ">" next to the Shopify option in the Data Import screen.

What tables are imported when I import "All Amazon Data"?

For Amazon data, we import the following tables:

1. Amazon Monthly

2. Amazon Product Sales Mix

3. Amazon Retention Predictions

All of these options can also be selected individually when clicking the ">" next to the Amazon option in the Data Import screen.

Where does the imported data live?

Newly imported data lives in the "R-" tabs in your Excel files. For example:

• R-GL: is the general ledger and therefore the raw data import sheet for your financial information that maps throughout the file

• R- DTC Product Sales Mix: is the import tab for Shopify product sales mix actuals and information.

If you import fresh data, the model should automatically update with the fresh data BUT it is always good to double check. Reach out to our team if you want to learn more.