Overview
Canix now offers a product in alpha that allows customers to upload historical sales orders to their account. Rather than requiring a strict template, the agent uses AI-powered matching to interpret your data, so your file doesn't need to match a specific format.
Accepted File Types
The agent supports the following file types:
- Excel or CSV files (.xlsx or .csv) containing structured sales order data
- ZIP files containing PDF invoices
- PDFs
How It Works
- Email "sales.ai.backup@canix.com" with the invoices that you'd like to upload. The formats that you can use are excel, PDF, and zip files.
- Do not attach more than 20 PDFs at a time.
- Ask the agent to create the historical orders in Canix with the prompt, "Please create the attached as historical orders in Canix with the status of Archived."
- The agent will respond back with any clarifications or missing information.
Preparing Your File
The agent works best with clean, structured data. Please keep the following in mind depending on the file type you're sending:
If sending an Excel file
File structure
- Include only one sheet in the file. Multi-sheet files can confuse the agent.
- Remove any columns that aren't relevant to the sales orders. Extra data can cause mismatches.
- Column order doesn't matter, since the agent uses fuzzy matching on headers.
Data content
- Use explicit column values rather than visual cues (colors, highlighting, formatting). The agent reads data, not formatting, so anything conveyed only through color or shading might not be interpreted.
- If your orders span multiple licenses or facilities, add a clear column that identifies which license or facility each order belongs to. This ensures orders are routed to the correct account.
If sending a ZIP file of PDF invoices
- Each PDF should represent one sales order or invoice.
- Make sure the PDFs are readable (not password-protected, and not scans where the text can't be selected or copied).
- Include the license or facility information within each PDF if your orders span multiple licenses.
Customer names (both file formats)
- Make sure customer names in your file closely match the customer names in your Canix account. If the agent can't find a close enough match, that order will be flagged and won't upload until the mismatch is resolved.
What the Agent Can Do
- Upload multiple sales orders in a single run
- Add payments to the orders being uploaded
- Update sales order statuses
Known Limitations
- Customer matching: If the agent can't find a close enough customer match, the upload for that order will fail and be flagged for your review.
- Item matching: Items in your file must exist in your Facility Data. Unrecognized items will be flagged.
After the Upload
Once we've completed the upload, please review your uploaded orders in Canix and confirm the Total Order Balance matches your expectations. If you notice any discrepancies or have questions, reach out to our team and we'll investigate.
Alpha Status & Feedback
This service is still in alpha. We're actively refining the agent based on customer feedback, so if you run into any issues or have suggestions, please share them with your Canix Support contact.