Order Data Import from CSV/FTPS
Import order data from CSV/FTPS allows automatic import of order data from the FTPS server into the Quant system. This import allows orders to be imported into Quant.
1. Preparing the file for import
The first step is to create an Excel file containing information about the products you have ordered. The file must include the order QID, primary product ID and approved volume. Each row represents an order for a specific product. Once the file is ready, it needs to be exported and saved as a CSV file. This import allows you to add (re-order) new products to your order. On the other hand, if some products need to be removed, they must be sent in zero approved quantity (approved volume = 0).
Import orders
2. Uploading a file to FTPS
Upload the file you want to import to the appropriate folder, e.g. orders en FTPS.
3. Automatic Task Settings
In the Automatic tasks section, create a new Import Order Data from CSV.
Import Order Data from CSV
Before launching the import, you must edit the following attributes in the Settings tab:
- Check the Enabled attribute to enable the task.
- Set the CSV File Format correctly to match your imported file, especially the character set and delimiters.
- In the CSV Importable Order Attribute Mapping line, assign the appropriate attribute from Quant to all columns you want to import.
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
Attributes
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 |
Title | Custom name of the automatic task. | text |
Description | Custom description of the automatic task function. | formatted text |
Frequency | Specifies when to import files from FTPS. | time |
Notes | Notes. | long text |
Emails for Notifications | One or more email addresses to which emails with error conditions will be sent. | list of strings |
File Extension | Write all possible extensions that the imported file can contain. | formatted text |
Filename Pattern | Based on the specified expression, the files to be imported are filtered from all files in the destination directory. If there is only one file in the specified destination directory, it is not necessary to fill in the file name format. | text |
Extract Zips | Check if you have uploaded a zipped file. | yes/no |
Warn if No Files for Import Since | If no data has been imported since the specified date, you will receive a notification. | date selection |
Empty Value Strings | Enter here the values from the imported file to be ignored, or treated as empty strings. | formatted text |
Column Separator | Select which column separator is used in your CSV file. | selection |
Escaping | Check if you use escaping in the file. | yes/no |
Escape Character | Select the escaping character you are using. | formatted text |
Ignore Escape Character | Check if the escaping character is to be ignored. | yes/no |
| Max Escaped Newline Count | Enter the maximum number of new lines. | number |
CSV Importable Order Attribute Mapping | Assign the appropriate Quant attribute to all columns you want to import. | formatted text |
Character set | Select the character set of your CSV file. | selection |
Header Line Count | Write the number of the lines with header. | number |
Decimal Point | Select the sign for the decimal point used in your CSV file. | selection |
String Value for TRUE | Write what value in the file represents "TRUE" e.g. 1. | text |
Measure Unit | Measure unit such as cm, mm etc. | selection |
List Item Separator | Select the list item separator which is used in your CSV file. | selection |
Date Format | Date entry format, eg 31.12.19. | selection |
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 | Select if you want the file to remain on FTPS after import. | yes/no |
Primary Server Path | Write the name of the folder in which the file is located. For example orders. | text |
4. Launching the Automatic Task
Once you have set all the necessary attributes, you can import products immediately via the Launch button. Or wait until the products are imported automatically based on the set Frequency. If the automatic task is complete, a message will appear in the upper right corner indicating the successful import. In the Orders section, you can check if the order data have been correctly created or modified.
Launching the Automatic Task
If the import has not succeeded, in the Execution Log you will find more details about why did the import fail.
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.