How to Connect CSV/XLSX File as a Channel

Overview

Our native CSV/XLSX file based integrations allow you to easily generate and update file based connections with minimal setup.

If your channel, business, or partner, needs a routinely updated data sheet for your product data, this is the best way to manage these files through Flxpoint.

Files can be transmitted in two 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)

Authentication:

  • You will need to go through the authentication for an FTP/SFTP connection
  • HTTP does not need authentication; we will generate the file and URL for you inside our system

 

Supported Operations

Import Listings  NOT SUPPORTED

Publish Listings NOT SUPPORTED

Sync Listings NOT SUPPORTED

Get Orders SUPPORTED

Sync Orders NOT 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.

 

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, and you want more information you can check the integration logs

tempsnip.png

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