In this lesson I am going to show you how to get your master Sku list into my Amazon Settlement Report Template. I will show you how to do this of course both in Airtable and Smartsheet. The template is sold separately – Amazon Settlement Report Template.
It’s worth noting here, that the same template, with a little tweaking can be used for any sales channel, but in most cases, you will want to use Webgility to sync your sales. If you don’t want to spend the money on Webgility, then for the one time cost of my template and this course, you can import all of your sales this way.
This is not a one time process. When I have my Master Sku List setup, I give my client access so they can add products any time. Some do this often. Any time I am about to import an Amazon settlement report, I need to update my master sku list to the template. Otherwise the template will not be able to find any new products.
Here’s your workflow (once the initial setup is complete).
- Client or you adds products to the master sku list.
- An alert is set up to notify the appropriate party that new products are added.
- The new products are added to QBO (I tried doing this with Zapier. You can’t add new products).
- At each Amazon settlement date you update the master list to the template.
- Prepare and run your Amazon Settlement Report Import.
The process of exporting from either product (Airtable or Smartsheet) is very easy. Then, if you kept things in the right order (see prior lessons), it is a simple copy and paste values into the template.
I probably don’t even need to do a video on this, but since I always do a video, I am doing a video on this.
Once you have your master list exported, you open the template to the Product List – Master tab, and paste values. Do not just paste, or you will ruin my beautiful formatting!
Once this is done you are ready to move on to the next step.