Import schedules

Modified on Tue, 23 Jun at 10:34 AM

Table of Content

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:

  1. Update products inventory from the ERP system
  2. Update orders Tracking numbers
  3. Update gemstones availability
  4. 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

Complete the format:

  1. Type -> Select one of the existing import formats
  2. 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 a link to the folder with the file
  3. If the host requires authentication:
    • Check the "Basic access authentication" checkbox
    • Enter login, and password twice
  4. Define schedules options according to format type:
    • Remove missing
      • Available for Products and Gemstones import
      • If you select this option, the system will automatically detect which products are missing from the feed and remove them. You can choose whether to remove them completely or set their quantity to 0.
    • Update Listings
    • Run Procedure
    • Overwrite - available on Merge only. Overwrite the current data in existing products
    • Overwrite images - available for Update and Merge operations. Overwrite existing product images
    • Skip Header Rows
    • Support Multiline Fields
  5. Select one of existing Scheduling template or create Custom.
  6. Define "Override start date" if required. Save the schedule.


Tip
  • Scheduling is also available for Export / Post / Renew actions
  • Use scheduling templates to run schedules more easily

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