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.
Syncing data to Inventory Planner
Use your SFTP client to load files to Inventory Planner as often as necessary.
The files must meet the following criteria for the data to be imported into Inventory Planner:
Only contain new or updated records since the last sync
You do not need to include a file if there are no new or updated records of that type
Be in the correct format (CSV), contain columns appropriate for the file, with data in the correct type for the column, and loaded to the correct subdirectory
Note that file-level errors will not be flagged; the file will not import
Columns do not need to be in any particular order as long as the above criteria is met
Be uploaded at least an hour before the nightly sync
When saving your files, it’s best practice to use unique file names every time. If duplicate file names are used, the files will be processed normally, unless two files with the same name are loaded to the same subdirectory within seconds of one another – in that case, Inventory Planner will only process the newest one.
Multiple files per entity per day is supported, though best practice is to only load one file per entity per day. If multiple files have been loaded for an entity, Inventory Planner will process them in order of oldest to newest.
You can add the files before the nightly sync.
Removing and updating records
You can remove and update records using the Advanced CSV connector.
To remove a record, include it in the relevant file with the REMOVED field set to “True”. The data will not be deleted in Inventory Planner, but Inventory Planner will no longer use the data associated with the record.
To update a record, include it in the relevant file with its updated data. The updated data will replace the existing data in Inventory Planner.
Note: Because the connector relies on incremental loading, if a file previously contained a record which is not included in future files, Inventory Planner will neither remove it nor update it.
Incremental loading affects sales and purchase order rows too – i.e. to add or update a row in an existing order, you only need to include that one row in your next file.
Column types
Every column in your file has a specific type that determines what kind of data can be included in the column. The data type must be correct for that column in order for the data to be imported successfully.
The types are:
VARCHAR(X): Up to X characters (usually 256).
CHAR(X): Exactly X characters (usually 3).
TIMESTAMP_NTZ: The date and time in UTC, with a timezone offset included. See below for more details.
BOOLEAN: “true” or “false”
FLOAT: Numeric characters; can contain decimals
Date formatting
All dates supplied in the CSV files must use the format YYYY-MM-DDTHH:MM:SS+HH:MM.
Date: YYYY-MM-DD (4-digit year, 2-digit month, 2-digit day)
Time: HH:MM:SS (24 hour clock, hours minutes and seconds)
Timezone offset: +HH:MM to represent the offset from UTC. +00:00 represents UTC time.
For example, 7:54 PM on November 6 2024 in UTC would be represented as 2024-11-06T19:54+00:00.