CSV and HTML files can serve as flexible and reliable sources for data integration. Flxpoint offers multiple ways to establish a connection, allowing seamless data ingestion from various hosting platforms or storage methods. Whether your files are stored locally, on cloud platforms, or hosted on external servers, the following methods ensure compatibility and ease of access:
- FTP/SFTP: Connect to your own FTP/SFTP server or create a new account specifically for file transfers.
- HTTP: Use publicly accessible download links from platforms like Dropbox, Google Drive, or any other hosting service.
- Google Sheets: Share your file via a "Share" link, ensuring that "Anyone with the link" has view access.
By choosing the appropriate connection method, you can ensure streamlined data transfer while maintaining security and flexibility. This guide will walk you through setting up these connections step by step.
How To Connect
Click Configure Manually.
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Manual Upload: Refer to the screenshot below.
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Provide a URL: Refer to the next screenshot. Note: 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
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Use FTP Connection: Follow the steps outlined below.
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Existing FTP: Refer to the screenshot below.
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Create a New FTP Account: Refer to the next screenshot.
Product Operations
The primary operation handles the bulk of your inventory management needs, while the secondary operation allows for more detailed control, such as focusing on specific products or updates.
Get Inventory and Pricing & Quantity
Yes, we support Get Inventory and Pricing & Quantity integration!
This feature allows you to retrieve product inventory, pricing, and quantity details using a CSV/XLSX file format. Our system is designed to make the process seamless and customizable based on your specific needs.
Get Inventory CSV/XLSX Sample File
You can view or download a sample file for Get Inventory here. This sample file provides a reference structure to help you format your data for uploading or mapping.
About This Template
The Get Inventory template is designed to include all necessary details for retrieving inventory information while offering flexibility for additional configurations:
Required Columns:
- Column A: SKU (Stock Keeping Unit) - the unique identifier for the product.
- Column B: Quantity - the available stock for each SKU.
Weight Unit:
- By default, the weight unit is set to "pound".
- You can modify this setting in your mapping template to align with your requirements.
Dimension Unit:
- By default, the dimension unit is set to "inch".
- Like the weight unit, this can also be configured in your mapping template.
Order Operations
It submits orders to vendors for fulfillment and subsequently imports the shipment details, ensuring an integration between order processing and shipment tracking.
Send Orders
Yes, we support Send Orders integration!
This feature enables you to send order details to your system using a structured CSV file format. It streamlines the process of transferring order data to ensure accuracy and efficiency.
Send Orders CSV Sample File
You can view or download a sample file for Send Orders here. This sample file provides the necessary structure to format and upload your order details.
About This Template
The Send Orders template includes all the essential columns required to process orders successfully:
Required Columns:
- Order Number: A unique identifier for each order.
- SKU (Stock Keeping Unit): Identifies the product(s) in the order.
- Quantity: The number of units ordered for each SKU.
- Shipping Address: The recipient's address for order delivery.
Optional Columns:
- Additional fields such as order notes, customer information, or shipping method can be included based on your requirements.
Configuration:
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The template is flexible and can be mapped to match your system's specific requirements during the configuration process.
Get Shipments
Yes, we support Get Shipments integration!
This feature allows you to retrieve shipment details, including tracking numbers, shipping status, and delivery updates, using CSV or XLSX file formats.
Get Shipments CSV/XLSX Sample File
You can view or download a sample file for Get Shipments here. This file provides the format you need to extract shipment details for seamless tracking.
About This Template
The Get Shipments template ensures that all essential shipment data is captured accurately:
Required Columns:
- Order Number: Matches the order to its corresponding shipment.
- Tracking Number: Provides tracking details for the shipment.
- Shipping Carrier: Identifies the carrier handling the delivery.
- Shipping Status: Current status of the shipment (e.g., in transit, delivered).
Optional Columns:
- Delivery date, package dimensions, or additional notes can be added if needed.
Configuration:
- Customize the template in your mapping settings to align with your system's requirements.
Important Information
Google Sheet Requirements:
Ensure all columns in your Google Sheet are formatted as "Plain Text." If the operation fails to import new data, reformat the sheet and try again.
Mapping Template Setup:
- You must map a field to SKU for successful imports.
- A green checkmark indicates the field was automatically mapped.
- A yellow exclamation mark indicates the field was not automatically mapped and requires manual mapping.
- Use the toggle to enable or disable field imports for specific headers.
- The dropdown menu allows you to manually adjust which fields headers are mapped to.
- Once mapping is complete, click Save Changes to confirm.
This ensures accurate mapping integration of your data.