What are Import Schedules?
With Import Schedule, the information from the source datasheet is fetched into Valigara every defined period of time.
Import/Update/Merge operations are available for
- Products
- Gemstones
- Orders
- Clients
Import Schedule can be used to update the information regularly, for example:
- Update products inventory from the ERP system
- Update orders Tracking numbers
- Update gemstones availability
- Import new orders from a sales channel which is not connected to Valigara.
To create the schedule, the datasheet has to be accessible on the web (using the http/https/ftp link). Valigara supports import schedules with access authentication (username / password).
Adding Import schedule
To create new Import schedule
- Go to Channels -> Schedules
- Click "+" button -> Select Import Schedule
The Schedule page
To schedule import, you will have to create the import formats , in which the information is presented in the source file. Scheduled import is available for all major formats:
- Gemstones import
- Gemstones update
- Models import
- Products Import/Merge
- Products Update.
- Clients import
- Orders import
After defining the format ready
- Type -> Select one of the existing formats
- Enter the datasheet URL
- Use any delimited file type (such as xls, xlsx, csv or txt)
- Use http, https or ftp links
- Use direct link to the file (not f.i. link to the folder with the file)
- If the host requires authentication:
- Check the "Basic access authentication" checkbox
- Enter login, and password twice
- Define schedules options according to format type:
- Gemstones, models, clients import
- allows enabling "Overwrite" option
- Works the same as Single Import / Update Gemstones & Models using data-sheets.
- Products
- Import
- Merge
- allows to enable "Overwrite products" and "Overwrite images".
- Works the same as Bulk Import / Update products from data-sheets
- Update
- allows to enable "Overwrite images" option and "Advanced" mode to update multiple listings on multiple channels in bulk.
- Gemstones, models, clients import
- Select one of existing Scheduling template or create Custom.
- Define "Override start date" if required.
- Click "Save".
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