How To

Customized Sales Exports

ChannelAdvisor now offers a method to customize and schedule exports of your sales data. This feature will allow you to seamlessly transmit orders to your drop ship partners, monitor and respond to return requests, integrate with a back office partner and much more. Orders, shipments, and refunds can be exported via email or FTP as a customized CSV, TXT, XML or JSON file at a predefined interval from every 15 minutes up to every 24 hours.

Follow the steps below to create a customized export:

  1. Create a Saved Filter
  2. Create a Sales Layout
  3. Create an Export Schedule
  4. Run an Export Manually

 

Create a Saved Filter


The first step towards exporting sales data is selecting which data will be exported. Under the Sales menu, go to Orders, Shipments or Refunds, depending on the type of data you wish to edit.

  • Orders – The orders domain contains data at the order level, as well as all line item data. Orders data will not be filtered to exclude any line items.
  • Shipments – The shipment domain is best used for any fulfillment scenario. A single order can contain multiple separate shipments, which may need to be filtered and exported separately depending fulfillment needs.
  • Refunds – Any orders that contain returns or refunds will appear in this domain.

From the All Sales page, filter the data which is displayed in the grid based on your needs. For detailed instructions on creating filters refer to Using the All Sales View .
Once you have saved your filter, it can be used in a schedule or for a manual export.

 

Create a Sales Layout


Go to Sales > Settings > Export Layouts and click on Create Layout:

  1. Name – Enter a name for your layout.
  2. Select a Preset Template – ChannelAdvisor has provided several presets which can be used as a basis for your layout. When you select a preset template, the appropriate Export Domain will be selected and the layout Type will be set to Advanced.
  3. Export Domain – Select the type of data to be added to the layout.
    1. Orders – The orders domain contains data at the order level, as well as all line item data. Orders data will not be filtered to exclude any line items.
    2. Shipments – The shipment domain to is best used for any fulfillment scenario. A single order can contain multiple separate shipments, which may need to be filtered and exported separately depending fulfillment needs.
    3. Refunds – Any orders that contain returns or refunds will appear in this domain.
  4. Type
    1. Basic – In basic mode, the available fields on the left of the screen can be added to the file. On the right of the screen, the fields can be reordered or removed.
    2. Advanced – In advanced mode, you can edit the headers, footers, and all data. On the left of the page, you search for the template tags to be added to the layout. Once found, a template tag can be dragged and dropped into the template body.
  5. File Extension – Choose CSV, JSON, XML or TXT.

 

Create an Export Schedule


Go to Sales > Settings > Export Schedules and click on Create Schedule.

Note: Any single order will only appear in an export file the first time it meets the criteria in the selected filter. For example, if a schedule is configured to export all Unshipped orders every 15 minutes, and an order remains unshipped over the period of 2 hours, it will only appear in the first export file, not all subsequent files.

 

Setup Schedule

Schedule Details

  1. Name – Choose a descriptive name for this schedule.
  2. Frequency – Select a frequency at which to check for new results.
  3. Email – Enter an email address to receive notification of the number of results in the file and a link to download the file within the ChannelAdvisor platform.

FTP Delivery

  1. Enable FTP Delivery – Check this box if you would like ChannelAdvisor to upload the file to an FTP server.
  2. Select FTP Configuration:
    1. ChannelAdvisor FTP Location – Using this option will place the file in the main directory of your ChannelAdvisor FTP folder at ftp.ChannelAdvisor.com.
    2. Add New FTP Location – Enter the details for your own or a partner’s FTP server
  3. Name – Give this FTP location a name. It will be saved in your account to use with other schedules.
  4. Complete FTP URL – Include the fully qualified URL. (e.g. ftp:://ftp.example.com/Folder1/Folder2).
  5. Protocol – Select the appropriate protocol for your FTP server: FTP, FTPS, SFTP or FTPES.
  6. Username
  7. Password
  8. Verify Credentials – When you click this button ChannelAdvisor will attempt to connect to the server. Note: Your schedule cannot be saved if you’ve selected FTP delivery and your credentials cannot be successfully verified.
  9. When all steps are completed, click Save and Continue.

 

Select Data and Layout

This section of the page is used to select which type of data you want to export, and which layout to use to create the exported file.

Layout Details

  • Export Layout – Select the layout you’ve configured in previous steps which determines how the export file is created. You can also select one of the ChannelAdvisor preset layouts.
  • Export Format – If your layout uses TXT format, use this setting to choose the delimiter.

Data Details

  • Export Type – Choose the data domain for your export: Orders, Shipments or Refunds.
  • Export Filtered Data – Select the filter you’ve configured in previous steps which will determine which data appears in the export file.

When all steps are completed, click Save and Continue.

 

Summary

In this step, you’ll review the settings for your Export Schedule. Once you have confirmed the settings are correct, click Save and Enable to enable your schedule. If you’d like to save the schedule but not enable it now, click the white arrow in the box next to the save and enable button and select Save and Exit.

 

Run an Export Manually


From the All Sales page, you can manually export data using the saved filters and/or saved layouts that you have already created.

  1. On the All Sales page, select the data domain that you would like to export, Orders, Shipments or Refunds.
  2. At the left of the filter bar above the data grid, you can select an existing filter by using the Select a Saved Filter dropdown.

  3. In the bar at the top of the grid click the drop-down arrow next to Export to select the Export Layout.

The export will then run and the file will download automatically.

ChannelAdvisor now offers a method to customize and schedule exports of your sales data. This feature will allow you to seamlessly transmit orders to your drop ship partners, monitor and respond to return requests, integrate with a back office partner and much more. Orders, shipments, and refunds can be exported via email or FTP as a customized CSV, TXT, XML or JSON file at a predefined interval from every 15 minutes up to every 24 hours.

Follow the steps below to create a customized export:

  1. Create a Saved Filter
  2. Create a Sales Layout
  3. Create an Export Schedule
  4. Run an Export Manually

 

Create a Saved Filter


The first step towards exporting sales data is selecting which data will be exported. Under the Sales menu, go to Orders, Shipments or Refunds, depending on the type of data you wish to edit.

  • Orders – The orders domain contains data at the order level, as well as all line item data. Orders data will not be filtered to exclude any line items.
  • Shipments – The shipment domain is best used for any fulfillment scenario. A single order can contain multiple separate shipments, which may need to be filtered and exported separately depending fulfillment needs.
  • Refunds – Any orders that contain returns or refunds will appear in this domain.

From the All Sales page, filter the data which is displayed in the grid based on your needs. For detailed instructions on creating filters refer to Using the All Sales View .
Once you have saved your filter, it can be used in a schedule or for a manual export.

 

Create a Sales Layout


Go to Sales > Settings > Export Layouts and click on Create Layout:

  1. Name – Enter a name for your layout.
  2. Select a Preset Template – ChannelAdvisor has provided several presets which can be used as a basis for your layout. When you select a preset template, the appropriate Export Domain will be selected and the layout Type will be set to Advanced.
  3. Export Domain – Select the type of data to be added to the layout.
    1. Orders – The orders domain contains data at the order level, as well as all line item data. Orders data will not be filtered to exclude any line items.
    2. Shipments – The shipment domain to is best used for any fulfillment scenario. A single order can contain multiple separate shipments, which may need to be filtered and exported separately depending fulfillment needs.
    3. Refunds – Any orders that contain returns or refunds will appear in this domain.
  4. Type
    1. Basic – In basic mode, the available fields on the left of the screen can be added to the file. On the right of the screen, the fields can be reordered or removed.
    2. Advanced – In advanced mode, you can edit the headers, footers, and all data. On the left of the page, you search for the template tags to be added to the layout. Once found, a template tag can be dragged and dropped into the template body.
  5. File Extension – Choose CSV, JSON, XML or TXT.

 

Create an Export Schedule


Go to Sales > Settings > Export Schedules and click on Create Schedule.

Note: Any single order will only appear in an export file the first time it meets the criteria in the selected filter. For example, if a schedule is configured to export all Unshipped orders every 15 minutes, and an order remains unshipped over the period of 2 hours, it will only appear in the first export file, not all subsequent files.

 

Setup Schedule

Schedule Details

  1. Name – Choose a descriptive name for this schedule.
  2. Frequency – Select a frequency at which to check for new results.
  3. Email – Enter an email address to receive notification of the number of results in the file and a link to download the file within the ChannelAdvisor platform.

FTP Delivery

  1. Enable FTP Delivery – Check this box if you would like ChannelAdvisor to upload the file to an FTP server.
  2. Select FTP Configuration:
    1. ChannelAdvisor FTP Location – Using this option will place the file in the main directory of your ChannelAdvisor FTP folder at ftp.ChannelAdvisor.com.
    2. Add New FTP Location – Enter the details for your own or a partner’s FTP server
  3. Name – Give this FTP location a name. It will be saved in your account to use with other schedules.
  4. Complete FTP URL – Include the fully qualified URL. (e.g. ftp:://ftp.example.com/Folder1/Folder2).
  5. Protocol – Select the appropriate protocol for your FTP server: FTP, FTPS, SFTP or FTPES.
  6. Username
  7. Password
  8. Verify Credentials – When you click this button ChannelAdvisor will attempt to connect to the server. Note: Your schedule cannot be saved if you’ve selected FTP delivery and your credentials cannot be successfully verified.
  9. When all steps are completed, click Save and Continue.

 

Select Data and Layout

This section of the page is used to select which type of data you want to export, and which layout to use to create the exported file.

Layout Details

  • Export Layout – Select the layout you’ve configured in previous steps which determines how the export file is created. You can also select one of the ChannelAdvisor preset layouts.
  • Export Format – If your layout uses TXT format, use this setting to choose the delimiter.

Data Details

  • Export Type – Choose the data domain for your export: Orders, Shipments or Refunds.
  • Export Filtered Data – Select the filter you’ve configured in previous steps which will determine which data appears in the export file.

When all steps are completed, click Save and Continue.

 

Summary

In this step, you’ll review the settings for your Export Schedule. Once you have confirmed the settings are correct, click Save and Enable to enable your schedule. If you’d like to save the schedule but not enable it now, click the white arrow in the box next to the save and enable button and select Save and Exit.

 

Run an Export Manually


From the All Sales page, you can manually export data using the saved filters and/or saved layouts that you have already created.

  1. On the All Sales page, select the data domain that you would like to export, Orders, Shipments or Refunds.
  2. At the left of the filter bar above the data grid, you can select an existing filter by using the Select a Saved Filter dropdown.

  3. In the bar at the top of the grid click the drop-down arrow next to Export to select the Export Layout.

The export will then run and the file will download automatically.

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