Part 11: Data Import Engine, Conflict Batches & Sync
Automated Sales Import Engine
Import monthly invoice files, commission statements, order feeds, and customer master files provided by manufacturer principals in CSV, TXT, or Excel formats.
Import Conflict Batches & Re-Running Imports
Handling Import Conflicts
When an import encounters unknown account numbers or missing sales rep codes, MRSware isolates the items into an Import Conflict Batch. Correct the mapping once, click Re-Run Import File, and MRSware will process all pending records automatically.
Batch Number Tracking & Rollbacks
Every import receives a unique Batch Number. If a factory provides an incorrect data file, admins can search by Batch Number to audit or remove the imported batch in a single operation.
MRSware Background Sync Setup
Configure automated background synchronization for mobile devices, laptops, and remote sales rep PCs to ensure offline access to all CRM and sales data.