How to Load CSV Order Files via FTP into Extensiv Integration Manager

How to Load CSV Order Files via FTP into Extensiv Integration Manager

Extensiv Integration Manager offers the ability to upload CSV order files either manually into the Integration Manager interface or via FTP. Integration Manager can also provide confirmation and inventory files via FTP as well. 

  • For instructions on how to load manually upload CSV files in the Integration Manager interface, click HERE. 
  • The below instructions will show how to load CSV Order files via FTP: 
The following instructions assume you have created a CSV cart in Integration Manager already. Click HERE for those instructions if not already complete.

It also assumes you are using a Integration Manager standard CSV file format or you have mapped your custom file format already. Instructions for mapping a custom file format can be found HERE. 

Step by Step Instructions:

  1. Filezilla is our recommended FTP client to use for loading CSV files into Integration Manager. This is because it is free and easy to use. 
  2. Download FileZilla from here: https://filezilla-project.org/download.php?type=client
  3. Run and install the downloaded file. 
  4. Launch FileZilla and click the icon in the upper left to launch the Site Manager
  5. Click the New Site button in the lower left.
  6. Type in a name for the account
  7. Type in the Host (Server Name) in the upper right
  8. Change the Login Type to Normal
  9. Type in the user and password
  10. Leave the Port blank unless given one.
  11. Protocol: FTP
  12. Encryption: Only use plain FTP
  13. Click the Transfer Settings tab and click Passive
  14. Click Connect to save and connect to the server.
  15. To connect again later, come back to this screen or click the arrow to the right of the Site Manager icon.
  16. Once connected to a server, the left side shows your local computer, and the right side shows the server. You can click on the folder to browse through them.
  17. On the left pane, browse to the folder on your local computer with the file.
  18. On the right pane, browse to the folder on the server that you want to save the file in. (If using standard Integration Manager directories, orders should be placed in the "order" directory.)
  19. On the left pane either double click the file to upload, or right click it and select Upload.


Step 4:


Steps 5-8:



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