The Advanced CSV connector is in Early Access. If you're interested, you can click here to apply to our Early Adopter Program.
Note: The Advanced CSV connector is only available to Premium subscribers. Contact Inventory Planner Support to learn more about upgrading to Premium.
We are excited to announce the beta release of our Advanced CSV Connector, giving you the power to conveniently connect any system from your tech stack to Inventory Planner by Sage – even when a native integration isn’t available. It means you’re free to change up your tech stack as you grow, confident that Inventory Planner will always be here for you.
Summary
The Advanced CSV connector allows you to sync data to Inventory Planner by uploading files into a secure file storage location using your own SFTP client. Inventory Planner then picks up the data in those files through nightly batch processing.
If there are errors in any of the uploaded files, the connector will let you know which rows are affected, so you can correct them and see what data could not be synced to Inventory Planner.
Note: File-level errors (e.g. format, column names) will not be displayed.
Use cases
The Advanced CSV connector is useful in cases where you need to import a high volume of data into Inventory Planner at regular intervals. It can be used to connect any system to Inventory Planner by Sage, even when Inventory Planner does not have a native integration.
Manage:
Variants
Variant custom fields can be enabled by Support
Warehouses and vendor-warehouse attributes
Vendors and variant-vendor attributes
Bundles, assemblies and their components
Improve your forecasting and purchasing by:
Importing sales history for your variants
Updating current stock levels
Importing open stock orders
Understanding the relationship between variants, vendors and warehouses
Variants refer to your individual products – for example, a blue t-shirt in size M, or a red skirt in size L.
Warehouses are the locations where inventory of your variants are stored. The same variant may have inventory in multiple warehouses. For example, you may have 10 units of Variant A in your Los Angeles warehouse, and 10 units of Variant A in your Sacramento warehouse. Variant A has 20 units in total, located in different places. Variant A exists in both warehouses, even though it is a single variant.
Vendors supply your variants. You may purchase the same variant from multiple vendors. Each vendor will have its own specific information – such as a cost price or a lead time – relating to the same variant.
