Audience: Retailers
You can create and schedule your automated jobs to fit your own internal schedule. For example, if you are going to be sending shipment and cancellation updates hourly, make sure you schedule your export jobs to send those files every hour.
Create your job
The example below gives details on creating an inventory export job. You would follow this same process when creating jobs to export other information from the platform. Just change the Job Title and Process drop-down to reflect a new type of data export:
- Inventory: Inventory - Export
- Product: Product - Export
- Catalog: Catalog - Export
- Shipping: Shipment - Export
- Cancellation: Order Cancel - Export
- Invoice: Invoice - Export
Go here for more detailed help setting up your order import job.
Step 1: Click the navigation menu and select Automation & Reporting > Automation > Jobs.
Step 2: On this page, you'll see a list of currently-active jobs under the Active Jobs section. Click Create Job at the top of the page.
Step 3: Set up the name and type of job you want automated. For example, you could set up an Inventory Export job and name it “Daily Inventory Export” to make it easier to find later on. You can also specify the delimiter (file format) that you wish to use or specify a Custom Map.
Possible file types are:
- .XLS format
- .CSV format (i.e. Comma-separated values)
- .TAB format (i.e. Tab-separated values)
- Pipe-delimited format
- EDI format
Step 4: Specify the export destination for this job. You will also be presented with job specific options/parameters for the type of job you are creating. You may click any of the circular question mark icons to learn more about what function a particular field serves.
Step 5: Specify the frequency that the job should be run. If you wish to run the job automatically, select Hourly, Daily or Weekly from the drop-down menu. Choosing Manual indicates that you do not want to run the job automatically. You can run the job manually by clicking the Run Now button from the Automation section of the web application.
The Custom option is an advanced feature that allows users to set very specific job schedules for each automated job. After selecting the Custom option, users will see extensive documentation around how use the feature. You can also check out the links below for more information on using Crontab scheduling:
http://www.adminschoice.com/crontab-quick-reference
https://en.wikipedia.org/wiki/Cron
The frequency you choose to run a job should align with the system with which you are integrating. For example, if you are scheduling an inventory export job and the job is set to deposit an inventory file on an external SFTP server, make sure that you schedule the job to run before your system expects to process the inventory file. Otherwise, your system may may not process the file as quickly as possible, leading to delays in inventory updates or order processing.
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