Automatically importing turnover

DealTrack’s automated imports is an optional feature that can be configured for importing both turnover data and master data (Trading partner / Dimension item values) on a regular re-occurring basis.

As part of the configuration Enable will set up an SFTP server, within which you can upload data files ready for import. DealTrack will then identify that there are files on the SFTP server to be imported and attempt the import.

Transmission Protocol

The following explains the process for transmitting files to the SFTP server in the correct way.

Formatting

Export data from your system in the correct format for the type of import you are running; Enable will provide you with templates as part of the onboarding process.

Please take care to avoid duplicate rows as this will cause the import to fail.

The filename for the csv will need to be in the following format:

{DATATYPE}-{YYYYMMDD}-{YYYYMMDDHHMMSS}.csv

• {YYYYMMDD} This is either the date of the transaction lines or the ‘Interface Date’ if this is being utilised.
• {YYYYMMDDHHMMSS} Date stamp of when the data file has been created (this keeps the reference unique).

An example of the name of a turnover line file which contains turnover lines from 3rd June 2019, where the data was exported on 4th June 2019 at 11:45:50, is written as:

TURNOVER-20190603-20190604114550.csv

It is also possible to import turnover for a range of dates. This is done by separating the from and to dates with the word ‘TO’. For example, the name of the turnover line file which contains turnover lines spanning 3^rd, 4^th, and 5^th June is written as:

TURNOVER-20190603TO20190605-20190604114550.csv

Compression and encryption

Data sets must be transmitted to the SFTP server in encrypted ZIP files, where an encrypted ZIP file contains the relevant dataset CSV file. The ZIP file needs to be encrypted using AES-256 encryption using the specific encryption key set by Enable. This encryption key will be provided to a nominated member of your team by Enable.

An example of the name of a zip file which contains the turnover data files from 3rd June 2019, where the data was exported on 4th June 2019 at 11:45:50 is written as:

TURNOVER-20190603-20190604114550.zip

Upload protocol

In order to ensure that Enable doesn’t attempt to read a file that is still in the process of uploading, you will be required to create an “OK file” once the corresponding .zip file has been successfully uploaded. This .ok file is required to trigger the import process so does not have to contain any data. It needs to share the same name as the .zip file but be appended with .ok.

An example of the name of an "OK file" file from 3rd June 2019, where the data was exported on 4th June 2019 at 11:45:50 is written as:

TURNOVER-20190603-20190604114550.zip.ok

Once a file has been accepted by DealTrack it will be moved from the Imports folder to the Succeeded folder.If a file has failed to import it will be moved from the Imports folder to the Failed folder. A corresponding error file will also be created detailing why the file has failed.

The graphic below highlights the process for automated data imports: