CNTABLE OF CONTENTS
- Introduction
- Difference between Revenue / Monetize 4.0 & 5.0
- Requirements for Revenue 5.0
- Good to Know
- Converting Your File
- How to Upload
Introduction
Ready to upgrade to Revenue Import 5.0 and take advantage of the latest Monetize 5.0 reporting suite? Here’s what you need to know:
Difference between Revenue / Monetize 4.0 & 5.0
Requirements for Revenue 5.0
Admin access to the Imports feature.
A CSV file with Account Name, Year, and Value (revenue for that year).
Ensure there are no empty rows from Excel.
Good to Know
Revenue Import 5.0 lets you update revenue. If you upload the same Account Name and Year again, it will overwrite the existing value in CustomerGauge.
Converting Your File
Revenue Import 5.0 is streamlined for larger data sets. It focuses only on the essentials: Account Name, Year, and Value. If you have an old Revenue 4.0 file, group rows by Account and Year, and sum up the revenue. The year can be either a calendar or fiscal year, just be consistent.
How to Upload
Mapping Creation:
Go to Data → Imports → Mapping tab.
Create a new mapping by adding Account Name, Year, and Value, along with their respective column names from your file.
File Upload:
Go to the Upload tab.
Click the Upload button in the top-right corner.
Select Revenue 5.0 and click Next.
Configuration:
Choose your Mapping and click Next.
Upload:
Upload your file and click Next.
Confirmation:
Review the field mappings.
Click the Upload button to start the process.