3 Steps. 1 File. 5 Minutes a Day.

Pharmalytics doesn’t need to hook into your ERP. Export your sales data, upload it, and see exactly where your business stands—every single day.

01
Preparation
02
Setup
03
Your Daily Routine

"Once, before you join"

Prep before you sign up. Your trial is for insights, not for troubleshooting.

Create an export template from your ERP that meets our specs. It’s a simple flat transaction file—one row per item sold.

ERP Data Export Logic

Who Does It

You or your IT technician. Our step-by-step guides walk you through it, starting with the standard ERP report that gets you closest to the spec.

Time Investment

Usually 20–30 minutes for the initial setup. After that, generating the file takes mere seconds.

Safe to Test

Test your file in our Playground page before you even sign up. Find out instantly if it meets the spec—and exactly what to fix if it doesn't.

Set It & Forget It

Once you save that export template in your ERP, you never have to think about file formats again.

Register. Configure. Upload history. Your first insights appear in five minutes.

Setup your organization's profile and preferences in the app, using our onboarding wizard.

Setup and Upload Flow

Configure Your Organization

Single pharmacy or multi-store group. Define your locations and invite team members.

Setup your File Mapping Profile

Upload a test file (using the template from phase I), confirm fields mappings and save it.

Upload Your Recent History

Upload at least 12 months of historical data (18 months history window suggested) to unlock trends, patterns, and seasonal context from day one.

Next: Your Upload Options

Manual Upload

Drag, drop, done. Upload whenever it suits you—daily, weekly, you decide.

Automated Upload

Schedule your ERP to export automatically. Send it to a dedicated email or cloud folder. We validate and import overnight. (*Coming very soon!)

Five minutes a day. Answers, every day.

Upload your previous day/week/month file. 30''. Go to the screen you want and get the picture. Simple.

The Morning Protocol

Two screens. Coffee in hand. Finished before your first customer walks in.

5 minutes

The Pulse

Yesterday’s sales, Rx vs. Retail split, payment analysis, and hourly traffic. Traffic Light signals: Green (healthy), Yellow (watch out), Red (take action).

The Audit

Review and reconcile the previous day. Cash, cards, tax brackets, and receivables. Alerts for unusual totals, refunds, or price changes.

You used to spend Sunday nights doing this manually. Now, it takes less time than finishing your espresso.

Three steps to your first analysis.

1

Format Your File

Take a few moments—just once—to create the export report Pharmalytics needs.

2

Test Your File

Upload a sample and confirm it meets the spec—before you even sign up.

3

Start Your Trial

14 days free. No credit card. Full access. Use your trial for insights, not setup.

Five minutes. Every morning. Total control.

Join the owners who stopped guessing and started leading with clarity.

    How It Works | Pharmalytics — From ERP to Insights in 3 Steps | Pharmalytics