Overview

The CSV scheduler feature allows you to automate manual processes and provide some extra functions. It requires either FTP or SFTP setup, to import or export CSV files into.

Some examples of how the CSV scheduler can be used are:

• exporting sales orders into a custom warehouse system or third party to fulfil
• import order tracking number information into Expandly, to update your sales channels
• import stock levels on a daily, weekly or monthly frequency, to update the stock levels on Expandly and in turn your sales channels. 

In this guide, we will show you how to set up new schedulers and view, edit or delete existing schedulers on Expandly. 

Setting up a new Scheduler

1. Click Settings (left menu) and then click CSV:

2. Click   (top right)

3. On the Add CSV Scheduler page, within the Scheduler Details section, complete the following information:

Name - add the name you wish to be associated with the scheduler/job in Expandly

Type - this determines what happens when the job runs. Options available on the drop-down include:

• Order Export - this will export sales orders into a CSV file. You can customise that data is exported via the Template Designer and using the filters on the CSV Order Template you create
• Order Create - this is for importing new orders into Expandly. Orders will be created and available to view on your Sales Orders > Manage Sales Orders page
• Order Update - this is for updating your sales order that are in Expandly (i.e. to add tracking numbers) 
• Product Export - this will export your products into a CSV and is a good way of keeping a backup of your inventory, or pushing data into an external inventory or reporting system
• Product Add/Update - this allow you to create new products in Expandly, or update existing one (i.e. you could use this to automatically import a stock file, which will update quantities on your products and push this information out to your sales channels & listings) 
• Report Export - this will allow you to export reports that you have created on your Reporting > Manage Reports page

CSV Source - select the connection type - FTP or SFTP 

Connection - select the connection. If you have not added a connection before, click , and on the New Connection popup, add your FTP or SFTP details, including; Hostname, Username, Password and Port Number. Click   to save changes

Once you have selected a connection, click . This will allow Expandly to connect to your web server and depending on the Type selected, you can choose the location you want your exports to go to/location and file if you are importing. Once done, click 

If Import type was selected, after you select the file and click 'Save', you will be required to carry out some mapping, so we know what the fields on the CSV relate to on Expandly. Click  and on the Mapping popup, map all required fields and click 

4. On the Add CSV Scheduler page, within the Scheduler Settings section, complete the following information:

Run - this will determine when the CSV Scheduler job is going to run. Select from the drop-down for it to run either hourly, Daily, Weekly or Monthly and complete the additional frequency information, which will differ depending on the option chosen:

Timezone - select the timezone from the drop-down box:

5. Click   (top right)

6. Congratulations! You have now set up the CSV Scheduler on Expandly. 

Viewing, editing and deleting a Scheduler

1. Click Settings (left menu) and then click CSV

2. Any Schedules already created, can be viewed on your CSV Scheduler page

3.Click the Edit   icon to make changes to existing schedules or click the delete  icon to remove the schedule from Expandly. 

Need more help?

If you need a little extra help, no problem. Contact us, and we'll talk you through the steps.