The Inbound Gateway allows you to seamlessly import your sales information into the INDEAL platform. Simply provide a CSV or Excel file with the required data columns, and we'll handle the rest.
Supported File Formats
You can submit your sales data in either of the following formats:
Required Data Columns
Your file must include the following columns. The column names don't need to match exactly, but the data should be organized accordingly:
| Column Name | Description | Example |
|---|---|---|
| Date | The date of your invoice | 01/15/2025 |
| Account Number | The dealer account number (typically the same for all records) | D12345 |
| Sales | The total amount for each transaction | $2,450.00 |
| Rebate | The dollar amount eligible for rebate (often excludes shipping, tax, etc.) | $2,200.00 |
Important Note
The rebate amount often excludes charges like shipping, tax, or other fees, depending on your specific agreement. Please refer to your contract terms to determine which amounts are eligible for rebate.
Optional Data Columns
While not required, these additional columns can provide more detailed information on your dashboard and improve accuracy:
| Column Name | Description | Example | Benefit |
|---|---|---|---|
| Purchase Order Number | The PO number associated with the transaction | PO-2025-1234 | Better tracking and reference |
| Invoice Number | The invoice number for the transaction | INV-5678 | Improved accuracy and reconciliation |
| Rep Group Identifier | Code or ID for the sales representative group | RG-WEST-01 | Regional performance analytics |
| Sales Rep | ID of the individual sales representative | SR-123 | Individual performance tracking |
Why Include Optional Fields?
Adding these optional columns gives you richer insights in your INDEAL dashboard. You'll be able to filter and analyze data by purchase order, track invoice accuracy, and monitor performance by sales rep or region. While not mandatory, these fields can significantly enhance your reporting capabilities.
Getting Started
Download the Sample File
Start with our sample template to see exactly how your data should be structured. This will help ensure a smooth import process.
Prepare Your Data
Organize your sales information into the four required columns: Date, Account Number, Sales, and Rebate. Ensure all dates and amounts are formatted consistently.
Save Your File
Save your prepared data as either a CSV or XLSX file. Make sure all required columns are present and the data is complete.
Upload to INDEAL
Login at https://portal.indeal.org to upload your sheet.
Need Help?
Our team is here to assist you with any questions about importing your sales data.
Contact Support