You can add Excel/CSV data sources to your other data sources to help with consolidated reporting. After creating a new Excel/CSV data source by uploading data, you'll be prompted with a few options for what you want to do with your new data source:
Click on 'Add to an Existing Data Source' to add the Excel/CSV source to one of your existing data sources. You'll next be prompted to choose which data source you're adding this Excel/CSV source to:
Click on the source you want to add the Excel/CSV source to. Finally, you're able to set up the way the uploaded data is linked to the chosen source. For example, in this case, our uploaded data contains SKU information, so we'll choose the SKU fields from both sources:
Once this setup is done, the fields from the Excel/CSV data are available as a folder in the chosen data source. In this case, the fields now show up in the Cin7 data source:
