sales-i Administrator Guide
Topics
After purchasing sales-i, you will designate an administrator to complete the setup process. This guide walks through each step of the setup process.
Users with the Administrator role can manage and configure a wide range of system settings for your sales-i instance, accessible through the Admin page
sales-i is powered by your sales data, most commonly this sales data comes from your ERP. Your sales data is imported into sales-i via a series of standardized .txt files. These files are uploaded, on a configurable cadence, via a secure FTP (File Transfer Protocol). Files should be updated regularly before the scheduled upload to ensure your data in sales-i is up to date. This guide covers how to correctly format your import files and data.