How to Upload Sales Files

Now that your catalogue is complete, you are ready to start uploading your sales data. Please watch our introduction to uploading sales data to Curve in the video below. Further down this page, we provide you with notes and further reading.

Please note; our tutorial video currently uses the Single File upload tool rather than our improved Bulk Import tool. For more information on how to use our Bulk Import tool, please read the summary below our video.

How to Upload Sales Files

Navigate to Sales under the Sales sub-menu in the sidebar, then hit the +Create button in the top right of the page and select Bulk Upload.
Upload your Sales File - On your Sales page, hit the +Create button in the top-right of your page and select Bulk Upload. Drop as many sales files as you wish to import. Once your upload is ready, you can hit Complete which will navigate you back to your sales page. You will now see your files added to your Sales page.

The structure of sales files is generally different for each DSP or distributor. As an answer to that, we have created Templates, which are instructions to Curve how to read sales files from various different sources. If your sales file is in a structure that is recognised by Curve, it will instantly start ingesting your sales file. If Curve did not find a matching Template, Curve will add a yellow warning icon next to your sales file and ask you to select or create a Template when entering your sales file.

You may need to create your own Template or adjust an existing one from our library to make sure your sales file is read correctly. For more information on this, please visit this chapter in our Getting Started Guide on how to make Templates.

Complete the sales file setup – When you click into your uploaded sales file, you will be welcomed by our Mapping Manager. The first thing you will be asked to complete in our Mapping Manager is your sales file setup. Here you can change the Name of your file, provide a Target Period and provide an Invoice Number. This setup tab will only be displayed the first time you enter your sales file on Curve.
Name – Pick a name that is clear, detailed and consistent with the rest of your sales files to make sure each sales file you upload is distinctive from another.
Target Period – This will make it clear for you to understand in which Period you need to include this sales file. The Target Period is optional to complete but recommended for your own convenience. You can name this freely, but make sure to pick a consistent format and stick to it. More info
Invoice No – You can provide an Invoice Number for your own reference. This is optional and does not affect your royalty accounting process.

Provide missing values in the Mapping Manager – It may be that Curve is currently not finding or recognising certain bits of data provided in the sales file. If so, Curve will flag these via the Mapping Manager.
If not provided in the sales file itself, you will be asked to provide a Sale Date (the day the sale happened), a Transaction Date (the day you were paid) & an Exchange Rate (from the statement currency to your home currency).
You may also be asked to map down certain values picked up from the statements, such as an unknown Territory, Channel, Configuration, Catalogue Number or ISRC. You will only be asked to map these values once. Each of these values will be saved for all future uploads with this template.
When everything is mapped, hit Revalidate & the file will remap the invalid sales lines, using all the new associations you have just created.

Review your uploaded sales file – Once you have completed mapping your Sales File, the Mapping Manager will no longer appear. At the top of the Sales File page, you have headline information to validate that your file has been imported properly. Check the number of units, revenue & number of lines match the file you uploaded. If the total matches your expected values, and the total number of Invalid Lines is zero, your job is done.

It may be, however, that your sales file still has Invalid Lines even after you mapped all the unknown values in the Mapping Manager. This will be the case when data required by Curve is missing. To view these Invalid Lines, you can filter on all the lines with an Incomplete status. The missing data that causes your sales line to be invalid will be highlighted in red.

The cause of this data may range from a blank cell in the original sales file, a total row at the bottom of the sales file you didn’t actually want to import, or a Required Field not being picked up via the Template. These Invalid Lines can always be resolved by making an adjustment to your Template. Which changes to make to your Template is dependent on the error. More info
Now you have sales ingested and mapped down, let’s add some costs in the next section.
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