Overview

As a way of finding a middle ground between individual, supplier-specific, invoice formats or the rigors of the standards-based EDI X12 specification (specifically 810), we've worked with several suppliers and manufacturers to create a Comma Separated Value (CSV) - based file format to change this data.

If you are a supplier and would like to implement our CSV Standard, please use the steps outlined here.

Procedure

1. Implement the Attached File Specification
2. Open a Ticket With our  Support Team
3. Exchange FTP Credentials / Location Mappings
4. Send Sample File for Validation
5. Put Integration into Production
6. References

Implement the Attached File Specification

Use the attached PDF to build out a process within your application that can export the required invoice information in the outlined format.  These files should be plain-text, CSV files that are uploaded to an FTP/SFTP/FTPs site.

NOTE: Please include column headers in the CSV file. The column headers must match the "Field Name" listed in the attached specifications document below.

Open a Ticket With Our Support Team

Once you are confident your output matches our specifications, send an email to [email protected] with the subject of "New Supplier CSV Integration".

Please ensure this email contains your business name, Name & Contact info for a technical contact, and most importantly, which retailer you are working with and their contact info.  We will reach out to any customers to obtain their cooperation and confirmation before moving forward.

Exchange FTP Credentials / Location Mappings

We are happy to provide secure FTP accounts for our retailers for the purposes of Supplier Integration.  Once we have an open ticket and established permission from the retailer, we can provide you with is information.  If you prefer to host your own files, we are happy to make this work as well, and can exchange details at this time.

While we are exchanging information, we will also need to know what Account Codes/Numbers/Identifiers you make use of for each location of a multi-location retailer.  We will use this information within Cloud Retailer to create a mapping between your location values and those used by Cloud Retailer.

Send Sample File for Validation

Send a sample file, with real info from the retailer.  We'll use this file as a test run to ensure the file will import correctly.  We can always "not finalize" the import if this example has duplicate or dummy data and it should not be retained long-term.

Put Integration into Production

Once we've confirmed your file, we'll set our end to process files every hour.  When you are ready on your end, set the files to start arriving.

NOTE: You are free to send Supplier Invoice files throughout the day, however they are typically most valuable to retailers if they can be processed before the start of their day (7 - 8 AM local time).

References

• Supplier Integration - FAQs