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.
To set up the Advanced CSV connector, go to Account > Settings > New Connection, and select the Advanced CSV connector from the list.
Set the connector’s name and currency.
Then, copy and paste your SSH public key into the box provided.
Finally, click “Connect”.
Inventory Planner will then create a secure file storage space for your account.
Generating an SSH public key
The Advanced CSV connector works by creating a secure Azure file storage for your connection. You’ll access the storage using an SFTP (Secure File Transfer Protocol, or SSH File Transfer Protocol) client.
To use SFTP, you’ll need to create an SSH key pair to authenticate with Inventory Planner.
Initial data sync
The initial data sync must include two mandatory files:
Warehouse
Vendor
The other files you can include are:
Variant
Variant warehouse
Variant vendor
Variant component (if setting up bundles/assemblies)
Sales order
Stock order
Stock order status (optional if your purchase order statuses are standard or use string matching)
For the first sync of a particular type, you’ll need to include all the data you want to sync to Inventory Planner. In subsequent syncs, you only need to send files to Inventory Planner when you want to update the relevant data (i.e. in incremental loads). If the data hasn’t changed, you do not need to include the files.
You can click the “Check” button to ensure the mandatory files are available for the first sync. If they’re not, Inventory Planner will alert you and the first sync will not run.