Email Sales Importer
You can configure an email to be imported automatically into WFM. You can schedule the import from your POS or system automatically. Otherwise, you can manually email this data each day, week, or at any point.
Ensure that each time row is correct based on the resolution that you set. Each row should be in a multiple of the start of the hour.
For example, refer to the following intervals:
-
15-minute interval – 11:00:00, 11:15:00, 11:30:00, 11:45:00, 12:00:00
-
30-minute interval – 11:00:00, 11:30:00, 12:00:00
-
60-minute interval – 11:00:00, 12:00:00
Each interval contains sales and units from that time period. In the sample intervals, the row of 10:45:00 contains sales only from 10:31:00 to 10:45:00. WFM automatically aggregates sales throughout the day.
To automatically import an email into WFM, follow the procedures:
Creating an Email Configuration
Before you set up Email Sales Importer, create the required email configuration.
To create an email configuration:
-
Go to Workforce Management.
-
Go to Setup > Integrations.
-
On the Integrations with external systems page, click Email.
-
On the Active configurations page, click Add.
-
Complete the fields.
-
Name – Enter a name for the email configuration that you will use to identify it.
-
Stats period – Enter the resolution of your data. Choose from 15 minutes, 30 minutes, or 60 minutes.
-
Import as – Select the type of data you want to import, either Actual or Forecast.
-
Location matching – Select the location naming convention that will be applied on the CSV file.
The CSV file can contain either one location or multiple locations. WFM will determine the location based on your selection from the Location field.
Following are the Location matching options:
-
WFM Location ID – Needs to match the WFM location ID. This ID will appear next to the location names in the location selection if selected.
-
WFM Location name – Needs to match exactly with the location name in WFM.
-
Custom ID – Needs to match the WFM location Custom ID. You can change or set the custom ID for each location at Setup > Locations > Select a location > Custom ID. This ID will appear next to the location names in the location selection.
-
-
Locations – Select the locations that will be added in the CSV file.
-
Contact – Enter the email address to contact if there are any import failures.
-
-
Click Save.
The configuration window closes.
-
Click Show keys.
-
To verify your identity, enter your password.
-
Note the secret key.
Warning:Do not share this key with unauthorized persons.
Formatting the CSV File for Email Sales Importer
Format your statistical data on a CSV file to properly configure it for email sales importer.
On the CSV file, enter the relevant information using the headers or columns on the table.
Enter the header names as they are shown on the table. The headers are case-sensitive and must be exact.
|
Header |
Description |
|---|---|
|
location |
This value will be used to determine the location this row of data belongs to. WFM interprets this value based on the location matching setting. |
|
date |
This header shows the relevant date of the data according to the ISO-8601 format YYYY-MM-DD. For example, enter October 31st, 2023 as 2023-10-31. |
|
time |
This header shows the time the data begins in the ISO-8601 string format hh:mm:ss. For example, enter 11:30 pm as 23:00:00. |
|
sales |
Enter the total sales amount. It can contain 0 or any positive or negative number. The cell can be blank if no data is available. |
|
units |
Enter the total unit count. It can contain 0 or any positive or negative number. The cell can be blank if no data is available. |
The following table is an example of a CSV file format to be used to import data with location matching based on a location.
|
location |
date |
time |
sales |
units |
|---|---|---|---|---|
|
1 |
2017-08-18 |
10:00:00 |
— |
— |
|
1 |
2017-08-18 |
10:15:00 |
0 |
0 |
|
1 |
2017-08-18 |
10:30:00 |
25.22 |
5 |
|
1 |
2017-08-18 |
10:45:00 |
33.54 |
5 |
Setting up Email Sales Importer
After you have created an email configuration, generated the secret key, and formatted your data on a CSV file, you can set up email sales importer.
To set up email sales importer:
-
Create a scheduled email to stats@adiinsights.com. On the email, attach a CSV file with your statistical data.
-
On the subject line of the email, use the format WFM-IMPORTER:<secret key> . Note the secret key that you generated in the previous procedure.
For example, a complete subject heading is WFM-IMPORTER:12345678-1234-1234-1234-123456789012.