To create an automated import job, follow these steps:

Step 1: Click the Dashboard icon and then click AUTOMATION & REPORTING. Next, click AUTOMATION and then click JOBS. 

Step 2: Select the Create Job button.

Step 3: On the first page:

• Add a Job Title for the import job.
• Select the process type. For example, if the job will be importing EDI files, choose EDI Import. If the job will be importing inventory CSV files, choose Inventory - Import.
• Select the Standard. The default is DSCO, but you can select your own custom map or other supported third-party standards.

Click NEXT STEP to continue.

Step 4: Review the following options:

• Source Type: Select from where you will import your document. The default option is a Dsco-hosted SFTP site. If you choose to use that option, the Username, Password, and Location fields will be automatically populated.
• Specific to an EDI import job, choose whether or not you want to receive a 997 acknowledgement back for documents sent to Dsco.
• Be sure to include an email address so Dsco can notify you of any job failures.

Click NEXT STEP to continue.

Step 5: Choose how often the job will run. The recommended option is Hourly. Select Save Job when you're finished.

Once the job is saved, it will be visible on the JOBS page. You can select from several Actions options for each job:

• View Job: View the specific job settings.
• Edit Job: Edit and customize the job.
• Pause/Play: deactivate or reactivate the job. Pausing the job will prevent it from running again until it is reactivated.
• Upload File: Manually upload a document for the job to process.
• Automation Link: Create a static automation link to access the job from an external site.
• Run Now: Force the job to run immediately instead of waiting for the next scheduled run.
• History: View the process history of the job.
• Delete: Delete and remove the job.

To create an automated export job, follow these steps:

Step 1: On the JOBS page, select Create Job.

Step 2: On the first page:

• Add a Job Title for the export job.
• Select the process type. For example, if the job will be exporting orders, choose Order - Export. Be sure to select the correct File Type to be exported.
• Select the Standard. The default is DSCO, but you can select your own custom map or other supported third-party standards.

Click NEXT STEP to continue.

Step 3: Review the following options:

• In the Source Data drop-down, choose which retailers will be included in the exports for this job. Also review the option on whether each export should include all orders or only new orders.
• Export Destination: Select where you would like the orders to be sent. One option is for the orders to be sent as an Email Attachment. In that case, include an email address in the Email text box.
• Specific to an order export job, choose whether or not the export job will include test orders.
• Be sure to include an email address so Dsco can notify you of any job failures.

Select Next Step to continue.

Step 4: Choose how often the job will run. The recommended option is Hourly. Select Save Job when you're finished.

Once the job is saved, it will be visible on the JOBS page. You can select from several Actions options for each job:

• View Job: View the specific job settings.
• Edit Job: Edit and customize the job.
• Pause/Play: deactivate or reactivate the job. Pausing the job will prevent it from running again until it is reactivated.
• Automation Link: Create a static automation link to access the job from an external site.
• Run Now: Force the job to run immediately instead of waiting for the next scheduled run.
• History: View the process history of the job.
• Delete: Delete and remove the job.