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.

  1. Log into the Listrak Application.
  2. Navigate from the home menu to Manage.
  3. Go to Integrations.

You will access the FTP server at ftp.listrak.com, and can be configured to be either FTP, FTPS, or SFTP. Please contact success@listrak.com 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:

  1. Orders File
  2. Order Items File
  3. Customers File
  4. Products File

FORMATTING REQUIREMENTS 

  • 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.

FILE SPECIFICATIONS

The table below explains all of the various data fields contained within the import files. 

  • Header Name: the name of the header column when the file is imported.
  • Data Type: the accepted data types for the specific fields. Make sure to adhere to these data types. For example, in the Orders file, the DateEntered column must be a data type of Datetime. This means letters will not be accepted by the system for this field.
  • Requirement: this indicates which fields are required, which fields are suggested, and which fields are completely optional to you.
  • Length: the maximum character length of that field.
  • Description: this column gives you a short description of each specification to provide context to what type of information should be expected within each field. It will also give some information pertinent to that specific column.

ORDER FILE 

ORDER ITEMS FILE 

CUSTOMERS FILE

PRODUCTS FILE 

STATUS CODES

Status codes allow you to define what state an order is currently in. This is useful for flagging an order as shipped or canceled. The values for the status field must be numeric and are defined in the table below. The most common values are: processing, shipped, returned, and canceled.

Not Set    0
Misc.      1
Pre-Order  2
Backorder  3
Pending    4
Hold       5
Processing 6
Shipped    7
Completed  8
Returned   9
Canceled  10
Unknown   11

Import fields marked as boolean accept any of the following case insensitive import string values:

Yes   = True
Y     = True
True  = True
1     = True
No    = False
N     = False
False = False
0     = False

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. 

Did this answer your question?