Sales Data Import from CSV/FTPS

The Sales Data import from CSV/FTPS allows sales data to be imported automatically to Quant from a FTPS server. Via this import various sales values (e.g. units sold, margins, sales, etc.) can be imported via this import. 

1. Preparing the file for import

First of all the Excel file with sales data has to be created. The file must contain a unique Product ID, a unique Store ID, and a Date of Sale. Then you add the sales metrics you want to send (units sold, profit, etc.) to the other columns. Each row represents a combination of a given sales indicator for a specific product at one store on one day, and each column represents one property. Once the file is ready, you need to export it and save it as a CSV file.

Excel file with sales data

2. Uploading a file to FTPS server

Upload the file you want to import into the appropriate folder, e.g. sales on FTPS.

3. Automatic Task Settings

In the Automatic tasks section, create a new Import Sales Data from CSV.

Import Sales 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.
  • Fill  the File Extensions.
  • Set the CSV File Format correctly to match your imported file, especially the character set and delimiters.
  • In the CSV Product Attribute Mapping line, assign the appropriate attribute from Quant to all columns you want to import.
    Fill in the Address (Primary Server) line with "", 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:

Specifies whether the automatic task is active and data can be sent through it.
Custom name of the automatic task.
Custom description of the automatic task function.
formatted text
    Specifies when to import files from FTPS.    time
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.
Extract Zips 
Check if you have uploaded a zipped file.
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.
Check if you use escaping in the file.
Escape Character 
Select the escaping character you are using.
formatted text
Ignore Escape Character 
Check if the escaping character is to be ignored.
CSV Product 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.
Header Line Count 
Write the number of the lines with header.
Decimal Point 
Select the sign for the decimal point used in your CSV file.
String Value for TRUE 
Write what value in the file represents "TRUE" e.g. 1.
Measure Unit 
Measure unit such as cm, mm etc.
List Item Separator 
Select the list item separator which is used in your CSV file.
Date Format 
Date entry format, eg 31.12.19.
Primary Server Host 
By default "", unless you use your own server.
Primary Server Port 
Standard 21.
Primary Server Username 
Your username in FTPS server.
Primary Server Password 
Your password in FTPS server.
Primary Server FTP Client Type 
Choose the FTP client type.
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.
Primary Server Plane FTP 
Select if you want to use an unsecured FTP protocol.
Primary Server Keep Source Files Untouched 
Select if you want the file to remain on FTPS after import.
Primary Server Path 
Write the name of the folder in which the sales file is located. For example sales.
Create New Products
If enabled, the import will create new products for non-existent product IDs.
Set New Products for Planogramming
If enabled, newly created products will be designed to create planograms. This option is active only when Create New Products is enabled.
Ignore Deleted Products
By default, when the import does not find a live product for a given ID, it searches among the deleted products. If it finds a deleted one, it revives it. Enabling this option ignores deleted products instead of reviving them.
Export Missing Product IDs
If no new products are created during import, you can then download a file with products that do not exist in Quant, but there was they were present in the file. You can find the file if you click on the Show Items button in the Execution Log.
Secondary Server
Fill in the entire Secondary Server section if you want to export to FTP a file with products that were in the imported file but do not exist in Quant. At the same time, the Create New Products option has to be disabled in Quant and the Export Missing Products option has to be enabled.

4. Launching the Automatic Task

Once you have set all the necessary attributes, you can import sales immediately via the Launch button  or you can wait until the sales 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 Sales Data Sets section or in the Sales Data Sets Overview analysis, you can check if the sales have been correctly imported.

Launching the Automatic Task

You can check a more detailed review of your sales data in Quant in the Sales Data Set Overview analysis.

Sales Data Set Overview 

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.

Execution Log
If a task ends with an error or warning, you can read the specific error or warning message using the Show Errors and Show Warnings buttons.
Show Errors and Warnings