Providing import files or data files via the FTP enables merchants to submit order history, customer information, store data, and product catalog data. This information is used throughout Listrak to support various solutions.
FTP SERVER ADDRESS AND FTP USERNAME/PASSWORD
Get your username and password by following the below steps.
- Navigate from the home menu to Manage.
- Go to Integrations.
- Then New Integration.
- Navigate to the FTP section.
- Select Integrate.
- Add the required information for Setup.
- Click Generate Credentials for the username and password.
- NOTE: Use the Listrak FTP in the source selection drop-down for File Imports. Use the External FTP for file exports only.
You will access the FTP server at ftp.listrakbi.com, and can be configured to be either FTP, FTPS, or SFTP. You can learn more about each type here. Please contact firstname.lastname@example.org with any questions.
REVIEW FILE IMPORT SPECIFICATIONS
There are four (4) import files that are currently accepted and imported by Listrak. The import process has predetermined file names that will import automatically. You may, however, upload any file to Listrak with as long as you provide a matching file name. There are four files that are required:
- Orders File
Expected file name: Listrak_Order_Feed_DATE.csv
- Order Items File
Expected file name: Listrak_OrderItem_Feed_DATE.csv
- Customers File
Expected file name: Listrak_Customer_DATE.csv
- Products File
Expected file name: Listrak_Product_Feed_DATE.csv
- Accepted file formats:
.txt .csv .xlsx
- Accepted encoding:
UTF-7, ASCII, UTF-8, Unicode
- If using plain text, remove all carriage returns (CR) and line feeds (LF, CRLF)
- Use text qualifiers when necessary.
To import files for Orders, Order Items, Customers, and Products, you must include the following required fields. While these required fields are the minimum for importing data files, you may need to supply additional data fields to support Listrak solutions specific to your goals and objectives. Please collaborate with your Listrak Project Manager to determine what additional data is necessary to optimize the performance of your Listrak solutions.
ordernumber, dateentered, ordertotal
0531435151, 2018-08-23T17:23:48Z, 47.00
ORDER ITEMS FILE
ordernumber, sku, quantity, price
0531435151, 9843723-red, 1, 23.50
0531435151, 9843722-blue, 1, 22.50
sku, title, price
9843723-red, Women's Cabana Top, 23.50
9843722-blue, Women's Cabana Top, 22.50
For more information about data fields that can be supplied with data file imports:
If you are working with our Professional Services onboarding team, please create samples of all files on the FTP and then reach out to your Project Manager to validate.
Alternatively please continue to the next step of configuring the import process.