Data Files
Data files can be uploaded manually, or sent via API. The system can accept CSV and Excel (xlsx, xls) files.
In case of manual upload the upload facility will appear in views. Choose the file connector and click on the Load data button.
Before you can upload data files the connector must be configured via Admin->Integrations->Connection setup.
Each connection between file and specific module has separate set of parameters configured individually.
List of file connector parameters
File has header
Set to Y if the CSV/Excel file has column headers. If the file has headers they can be used with mapping, if there is no header then column indices (0,1,2 &c) must be used instead.
Skip rows from top
If your file contains rows above the column header row you can skip them. The processing will start on the next row. If blank the processing will start at the top of the file.
Excel sheet name
Specify Excel sheet name to process. If blank then first sheet in the file will be processed.
CSV field separator
Field separator character e.g. comma(,)or semicolon(;). For tab-separated fields use escaped control character \t.
CSV decimal separator
Decimal separator character e.g. period(.) or comma(,).
CSV thousands seprator
Thousands separator if the file has been preformatted, e.g. comma(,) or space(\s).
Category field
Field notation for category ID. See the field definition syntax below.
Week field
In case the source file contains week field it must be formatted as yyyy-00-ww.
Date field
Field notation for date.
Date format
In case of CSV this is mandatory. If Excel column is formatted as date the dat is handled automatically.
Default category
In case category ID is missing this value will be used.
Closing balance @ retail
Field with inventory closing balance at retail value i.e. selling price x quantity. If this is not readily available you can calculate the field using field notation (see below).
Closing balance @ cost field
Field with inventory closing balance at cost value i.e. item cost x quantity.
Closing balance quantity field
Field with inventory closing quantity.