Scheduled Exchange Module

Learn how to set up scheduled imports and exports of product, stock or order data via CSV files

Michael Leung avatar
Written by Michael Leung
Updated over a week ago

The Scheduled Exchange Module allows you to set up a periodic feed transfer into, and out of ChannelGrabber based on a set of rules defined by the user.

This module is not automatically enabled on new ChannelGrabber accounts, and usually costs £15+VAT per month to add to your ChannelGrabber subscription.  If you have a Premier or Professional level account with us, there is no additional charge.
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Adding the Scheduled Exchange Module to your package

1.  Please navigate to the Modules page in your ChannelGrabber navigation bar:

2.  Scroll through the module options and click on the More Info button on the Scheduled Exchange section:

3.  Click the Buy button and a pop-up will appear to ask you to confirm that you are happy for us to add this module to your ChannelGrabber package on your next billing date:

Click the OK button to submit your request and the module will then be added onto your account automatically: 

 

Setting up Automated File Imports and Exports

An FTP (File Transfer Protocol) will need to be set up in order for you to use this.

In ChannelGrabber, navigate to Settings > Advanced > FTP Accounts and select 'New Account'

You can also set up an email account in the Advanced Settings section which will allow you to export your Orders or Products direct to your email address.

Once you have set up your FTP and/or Email account, navigate to Settings > Scheduled Exchange and set up your exchange rules as needed.

 

ORDERS EXPORT

The Orders Export allows you to export all of your orders into a CSV either to your FTP account or your Email account (or both!) based on the template you set in the Data Exchange and the rules you set in the Scheduled Exchange.

You will need to set up the rule. Here is a brief explanation of the fields;

FROM - The time and date you want the rule to begin

GENERATE - The Template you created in the DataExchange

FROM LAST - The amount of hours you want the file to download

FILTERING BY - The type of orders you want to download

FREQUENCY - Choose how frequent you want the file to download

SEND VIA - The way you want to send the file; either FTP or Email

USING - Select the FTP location or Email address to send to

FILE FORMAT - Choose the best format for your needs; either CSV or XML

ON/OFF - Use the slider to turn the rule on or off

 

PRODUCT EXPORT

The Product Export allows you to export your products based on the template you set in the DataExchange and the rules you set in the Scheduled Exchange.

You will need to set up the rule. Here is a brief explanation of the fields;

FROM - The time and date you want the rule to begin

GENERATE - The Template you created in the DataExchange

FREQUENCY - Choose how frequent you want the file to download

SEND VIA - The way you want to send the file; either FTP or Email

USING - Select the FTP location or Email address to send to

FILE FORMAT - Choose the best format for your needs; either CSV or XML

ON/OFF - Use the slider to turn the rule on or off
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PRODUCT IMPORT

The Product Import allows you to update your products based on the template you set in the DataExchange and the rules you set in the Scheduled Exchange. This can be very handy when you want to update your products from a supplier!

You will need to set up the rule. Here is a brief explanation of the fields;

FROM - The time and date you want the rule to begin

GENERATE - The Template you created in the DataExchange

FREQUENCY - Choose how frequent you want the file to download

SEND VIA - The way you want to send the file; either FTP or Email

USING - Select the FTP location or Email address to send to

FILE FORMAT - Choose the best format for your needs; either CSV or XML

ON/OFF - Use the slider to turn the rule on or off

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