Dsco supports a wide variety of integration methods to give suppliers and retailers more flexibility in their supply chain. Occasionally, a supplier or retailer may want to change their integration method even though they are already working through live orders with their trading partners. If you are currently using the Dsco portal as your exclusive integration method then this article will help guide you through the process of switching to an automated integration method.
The first step to get started with a new integration method is to get reconnected to our onboarding guide. Please contact the Dsco support team at [email protected] to have the onboarding guide re-added to your account.
Dsco supports FTP, SFTP, AS2, and API as automated connection methods. Choose any of those connection methods when creating an automated integration with Dsco. Check out the three links below for more information on using (S)FTP, AS2, and API.
Dsco supports two main document formats: EDI and CSV. Choose either of those two document formats when creating an automated integration with Dsco. Check out the two links below for more information on using EDI and CSV files.
CSV files can also be sent as XLS, TAB, or PIPE files.
The next step is to get started with our onboarding guide by going to this link: https://app.dsco.io/gandalf/welcome. You'll first be asked to confirm your connection method and document format. From there you'll be provided with step-by-step instructions on creating your automated jobs to import and export your documents. Check out the link below for more help with creating those automated jobs.
When creating your order export job, make sure to set the "Source Data" drop down to "Gandalf's Retail Emporium" (screenshot below). Doing so ensures that only test orders will be exported by your new job while you are testing the integration.
Also, once your jobs are created, make sure to deactivate those jobs using the Deactivate Job button to the right of the job title on the main AUTOMATION page (https://app.dsco.io/automation).
Proceed through the rest of the onboarding guide to finish the testing process.
Once you've finished the onboarding guide, determine a date internally for when you will start using the new automated process. Prior to that date, edit your order export job and set the "Source Data" drop down back to "All Retailers."
On your go live date simply "unpause" the jobs by selecting the Activate Job button to the right of the job title on the main AUTOMATION page in Dsco for all of your jobs (https://app.dsco.io/automation). Once that is done, no further action is required in the portal. When you receive new orders, don't acknowledge them in the portal. Those new orders will automatically be exported to you using your chosen connection method. Inventory, shipment, cancellation, and invoice data should all be sent using that new connection method as well.
That's it! You're now using an automated integration with Dsco. No need to log into the portal to update orders or manage inventory. With all your extra time you can go out and grab a milkshake.