This is a step-by-step guide on how to configure a daily import of sales data via CSV files using our CSV integration. The CSV integration both work with email or FTP as the medium for delivering CSV files.

Navigate to the Integration page under the "Tools" menu point. Find the integration "CSV Integration" and click Add integration.

💡 The CSV integration will do an initial Weekly Balance check to make sure that the necessary weekly balance fields and associated weekly balance field types are defined in the weekly balance configuration menu.

Tip: Have a look at what we mean by 'weekly balance configuration menu'.

💡 All the mapped weekly balance field types must be connected to a weekly balance field (not be red). Furthermore, at least one weekly balance field type must be related to an actual weekly balance field used for mapping in the mapping section (be green).

This check avoids an enabled integration trying to send data to a weekly balance with missing fields.

💡 For the CSV integration to know where to send CSV data daily, we will need to upload a CSV template and tell the CSV integration which weekly balance fields the CSV columns need to connect to.

Start by uploading the CSV template similar to the CSV file we get from the client each day. If the CSV template is different from the file we receive each day, the CSV integration will stop working, and errors will show in the import history log.

Start by uploading the CSV template; For the system to be able to map the client's CSV file correctly, the template must have a similar setup to the clients, meaning the placement of the header and separators used in the file. If the CSV template is different from the file we receive each day, the CSV integration will stop working, and errors will show in the import history log.

The CSV integration will automatically try to identify the separators and date format used in the file. If the separator and date format fields are not automatically selected, we must choose the file separators manually. Remember to define whether the template contains a header (meaning the first line in the file is used for column headlines).

The CSV integration will automatically try to map CSV template columns with SameSystem fields. If some fields are not mapped automatically, we need to map these fields to SameSystem fields manually.

If a CSV column should not be imported, toggle off the column with the "use" toggle.

Please note that Samesystem fields 'Department number', 'Date', as well as *one other system field need to be used and mapped before the CSV integration can be enabled.

*The third field can be random, as long as it's not a system field (
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NB: Department numbers in the shared file need to match the department number in the department menu. If no department numbers are defined in SameSystem, an error message will be shown.

The SameSystem field dropdown will show a list of all necessary System fields:

The SameSystem field dropdown will also show a list of all weekly balance fields with a connected weekly balance field type and below these, there is a list of custom weekly balance fields.

For the CSV integration to know where CSV data will be shared from, we need to define an upload method:

For the client to share the daily CSV files via email, select the email option and enter the email that will send the CSV file from the client daily.

Clients should send emails to: data@samesystem.com

NB: Email senders' addresses are unique across SameSystem, so two can't receive emails from the same email sender.

For the client to share the daily CSV files via FTP, select the FPT option and add the following FTP information:

Once the above steps have been completed, the CSV integration can be enabled by clicking the "enable integration" button.

💡 Once the CSV integration has been enabled; data import will start 15-30 minutes after the client has sent/uploaded the data to us via email/FTP.

NB: There can be only one CSV integration template per Samesystem client, but multiple files can be shared based on it.

Below the troubleshooting section under "view imports history" you can see a log of all the previous imports, including a timestamp and a status of whether the import was successful or failed.

Per default, the CSV integration will never import any more than 7 days of data from a CSV file. To import the remaining data from a shared CSV file, e.g., if the client would like historical data to be imported - navigate to the troubleshooting section under "view imports history", locate the relevant import, and click the more option (three dots). In this menu, select 'Full import'.

NB: A historic import will overwrite existing data.

Once selected, the CSV integration will restart and import all data available in the shared file.

If you run into any issues along the way, please describe your case in q-and-a-cs in Slack so someone can reach out to you.