Export Placed Product Data to CSV
Export Placed Products Data to CSV allows automatic export of placed products in planograms from Quant to the FTPS server. Through this export, you can periodically export a CSV file with the products that are placed in the planograms, with information about them such as (number of pieces placed in width, height, depth, fixture name, shelf number, position, etc.)
1. FTPS Setting
First, you can create a folder on FTPS into which the CSV file will be uploaded, e.g. placed_products. If you set up the export correctly, the folder will be created on the FTP site under the name you fill in the settings in the Primary Server Path property.
2. Automatic Task Settings
In Automatic Tasks, create a new automatic task Export Placed Product Data to CSV.
Export Placed Product Data to CSV
Before starting the export, you need to edit the following attributes on the Settings tab:
- Check the Enabled attribute to enable the task.
- In the CSV Exportable Planogram Product Attribute Mapping row, select the attributes you want to export to CSV and set a name for them that appears as the column name in the CSV. More detailed procedure here.
- Fill in the Address (Primary Server) line with "ftp.extech.eu", your Username (Primary Server) and Password (Primary Server) for the FTPS server.
- Fill in the Server Path (Primary Server) line with the name of the folder where you have the imported file stored on your FTP.
Automatic Task Settings
Atributes
Below is a list of other attributes that you can set as part of an automatic task:
Attribute | Description | Type |
Enabled | Specifies whether the automatic task is active and data can be sent through it. | yes/no |
Name | Custom name of the automatic task. | text |
Description | Custom description of the automatic task function. | formatted text |
Frequency | Specifies when to export files to FTPS. | time |
Notes | Notes. | text |
Emails for Notifications | One or more email addresses to which emails with error conditions will be sent. | list of strings |
Export to Zip | Check if you want the exported file to be zipped. | yes/no |
Filename | Fill in how the exported file should be named e.g. planogramProducts.csv | text |
Do Not Export Empty File | If the file does not contain any data, it will not be exported. | yes/no |
Primary Server Host | By default "ftp.extech.eu", unless you use your own server. | text |
Primary Server Port | Standard 21. | text |
Primary Server Username | Your username in FTPS server. | text |
Primary Server Password | Your password in FTPS server. | text |
Primary Server FTP Client Type | Choose the FTP client type. | selection |
Primary Server Implicit SSL | Select if you want to use default SSL. If you do not check the box, explicit SSL for FTPS will be used. | yes/no |
Primary Server Plane FTP | Select if you want to use an unsecured FTP protocol. | yes/no |
Primary Server Keep Source Files Untouched | For exports, this attribute has no meaning. | yes/no |
Primary Server Path | Write the name of the folder into which the product file should be exported. For example placed_products. | text |
Character set | Select the character set of your CSV file. | selection |
Date and Time Format | The format in which the date and time is entered e.g. 31.12.23 23:59:59 | selection |
Date Format | Date entry format, eg 31.12.23. | selection |
Measure Unit | Measure unit such as cm, mm etc. | selection |
String value for TRUE | Write what value in the file represents "TRUE" e.g. 1. | text |
String value for FALSE | Write what value in the file represents "FALSE" e.g. 0. | text |
Fraction Digits | Number of decimal places. | text |
Decimal Point | Select the sign for the decimal point used in your CSV file. | selection |
Thousands Separator | The character you want to use to separate thousands in the file, e.g. comma - 1,000. | selection |
Column Separator | Select which column separator to use for the exported file. | selection |
CSV Exportable Planogram Products Attribute Mapping* | Select the attributes you want to export. Each attribute will represent one column in the file. | list of attributes |
Planogram States | Select the planogram states for which to export the placed products. | list od strings |
Separate Files for States | A separate file is exported for each planogram state (prepared, waiting, implemented) with the placed products. | yes/no |
Cumulation Level | Cumulation selection by level Block / Shelf / Fixture / Store / Status. | selection |
Product Filter | Set which products should be included in the export. If you do not fill in the filter, all placed products are exported. | complex type |
Stores | A filter that determines which stores are included in the export. | list of stores |
Placed Products | Products placed in planograms will be included in the export. | yes/no |
Not Placed Products | The export will include products placed in the planogram template, but not in the planogram (crossed out in the template). | yes/no |
Not Placed Backstock Products | The export will include unplaced products that are also set on the block to be in the temporary warehouse. | yes/no |
Space Type | Select whether you want to see spatial data such as m, m2 or m3. | selection |
Level of Normalized Category | The level of categories within the hierarchy that you want to display in the export. | text |
* example of settings of columns in the exported file
3. Launching the Automatic Task
After setting all necessary attributes, you can use the Launch button to export the file immediately or you can wait for the export to start automatically based on the set Frequency. If the automatic task is complete, a message will appear in the upper right corner indicating that the export was successful.
If the export has not succeeded, in the Execution Log you will find more details about why did the export fail.
4. Exported File
On FTPS you can find the exported file in the appropriate folder.
Each CSV row represents one product and each column represents one attribute. You set the columns (attributes) in the CSV Exportable Planogram Product Attribute Mapping property, as described in the figure above.
5. Execution Log
In the Execution Log tab, you can view a summary of each execution of an automatic task, including statistics, errors, and warnings.
If you select a specific line of the log, you can view its detail via the Show Items button.
Execution Log
Show Errors and Warnings