How to Connect CSV/XLSX File as a Source

Overview

Files can be transmitted in several ways via the connection:

  • FTP/SFTP (can be configured to connect to your own FTP server or you can create a new FTP account)
  • HTTP (download link from a dropbox or any other publicly hosted location)
  • Google Sheet ("Share" link. Please ensure that read access is enabled and "Anyone" can access the sheet)

Supported Operations

Get Inventory SUPPORTED

Send Orders SUPPORTED ***

Get Shipments SUPPORTED

 

Google Sheet Requirements & Limitations 

  • For Google Sheet operations, it's required that you have the formatting on all of your columns set to "Plain Text". If you are running any operation and the operation is not importing new data, please reformat the Google sheet and try again. This should resolve your issue.
  • Google Sheet connections do not support Send Orders. ***

Sample Files

Get Inventory CSV/XLSX Sample File
View/download sample file here

About This Template:
- Columns A and B are required
- Weight Unit is set to "pound" by default - this can be configured in your mapping template.
- Dimension Unit is set to "inch" by default- this can be configured in your mapping template.

 

Send Orders CSV Sample File
View/download sample file here

 

Get Shipments CSV/XLSX Sample File
  View/download sample file here

How to Connect

Manual Upload

Enter your sources integration page

1. Click Add Connection

2. Click New Connection

3. Click CSV/XLSX File

4. Select Manual Upload

5. Upload a file

upload.png

Important:

  • This will appear if the file was uploaded successfully

temp.png

  • If the file upload was successful, you can get more information by checking the integration logs

tempsnip.png

  • These logs will breakdown changed, unchanged, and failed operations and the warnings at the bottom will help explain the issue

6. Mapping Template setup

Important:

  • You must have a field mapped to SKU

  • The green checkmark means we automatically mapped the field

  • The yellow caution exclamation mark means we did not automatically map the field

  • Turning the toggle on will import the header to the field selected and turning it off will stop the import

tempsnip.png

  • The dropdown will allow you to change what field the header is being mapped to

7. Click Save Changes


HTTP Connection

1. Click Add Connection

2. Click New Connection

3. Click CSV/XLSX File

4. Select Provide a URL

5. Provide Credentials 

Connection Requirements: Connection Name, Basic Auth - Username and Password

  • Connection Requirements: File URL

Important

  • Under Advanced Settings if you know what delimiter you use it is better to select it instead of leaving it up to the auto-detect software

Personal FTP Account

1. Click Add Connection

2. Click New Connection

3. Click CSV/XLSX File

4. Click FTP Connection

5. Click Existing FTP Account

6. Two Options

Username/Password Based

  • Connection Requirements: Connection Name, FTP Protocol, FTP Host, FTP Port, FTP User, FTP Password

Important

  • Under Advanced Settings if you know what delimiter you use it is better to select it instead of leaving it up to the auto-detect software

Token Based 

  • Connection Requirements: Connection Name, FTP Host, FTP Port, FTP User, Token File, Token Passphrase

New FTP Account

1. Click Add Connection

2. Click New Connection

3. Click CSV/XLSX File

4. Click FTP Connection

5. Click Existing FTP Account

6. Configure your FTP preferences

Connection Requirements: Inbound Remote File Folder

Important

  • Under Advanced Settings if you know what delimiter you use it is better to select it instead of leaving it up to the auto-detect software