TABLE OF CONTENTS

Admin Users

Lets you import admin users for the organization in bulk.

  • Username (email ID)*
  • Firstname
  • Last name
  • Middle Name
  • Title
  • User Role
  • Manager
  • Password
  • Accessible entities or Entity codes (Semicolon Separated) 
  • Entities Code

Template Configuration

OPTIONDESCRIPTION
Select fields to be updatedAdd the fields that you want to allow updating for the current template
Disable existing data updationCheck this box to not allow updating existing details
Disable existing accessible entities
Append country code to the mobile number automaticallyCheck this box to prefix the base country code of the org's base country wherever mobile numbers without country code are identified

Attribution Lookup Import

Lets you import lookup codes for WeChat and mobile trigger. The combination of lookup code and lookup type should be unique across the org and org IDs should be valid and active.

  • Store Code
  • Lookup Code
  • Lookup Type

Lookup type could be WECHAT and MOBILE_TRIGGER

Example:store_code,lookup_code,lookup_type
bbk,QR001,WECHAT,
bbky,QR002,MOBILE_TRIGGER

Template Configuration

OPTIONDESCRIPTION
Disable existing data updationCheck this box to not allow updating existing details
Denote stores by external idsCheck this box if stores of the organization use store external ids as store codes

Concepts

Data Exchange Framework provides an easy way for creating store entities like zones, concepts, stores and store TILLs. You can only add new concepts but cannot modify existing concepts through Data Import Framework.

The CSV file for bulk concepts should contain the following fields

  • Concept Code
  • Concept Name
  • Parent Concept Code
  • Time Zone ID
  • Language ID
  • Currency ID

Template Configuration

OPTIONDESCRIPTION
Disable existing data updationCheck this box to not allow updating existing details
Select fields to be updatedAdd the fields that you want to update through the import.


Org Currency Ratio Import

This profile lets you update the currency ratio of your organization.

The CSV file for Currency Conversion should contain the following fields:

  • Currency Code
  • Currency Ratio with respect to INR

For example:

Currency CodeConversion Ratio
SGD53.25
USD75.68
EUR82.66


Steps to enable currency conversion for an organization:
  1. Enable currency conversion with CONF_CURRENCY_CONVERSION_ENABLE on the Billing Configuration page.
  2. Add the base currency and supported currencies for the org as mentioned in Create or Modify Organization Profile Information.
  3. Add base currencies to stores as mentioned in the Setup Organization Hierarchy.
  4. Update currency conversion ratio for the base currency and supported currencies either through the Org Currency Ratio profile (Import Framework) or /v2/currencyratio API.
  5. After these steps, wait for one hour. When the server clears the cache, you can see the values.

You need to provide a valid currency code as per the ISO standard as shown below:

CodeCurrency Name                                                          Symbol
ALLAlbanian lekL
 Alderney pound£
DZDAlgerian dinarدج
EUREuro
AOAAngolan kwanzaKz
XCDEast Caribbean dollar$
ARSArgentine peso$
AWGAruban florinƒ
SHPAscension pound£
AUDAustralian dollar$
BSDBahamian dollar$
BHDBahraini dinar.د.ب
BDTBangladeshi Taka
BBDBarbadian dollar$
BYRBelarusian rublep.
BZDBelize dollarBZ$
XOFWest African CFA francCFA
BMDBermudian dollar$
BTNBhutanese ngultrumNu.
INRIndian Rupee
BOBBolivian bolivianoBs.
USDUnited States dollar$
BAMBosnia and Herzegovina convertible markKM
BWPBotswana pulaP
BRLBrazilian realR$
USDBritish Virgin Islands dollar$
BNDBrunei dollar$
BGNBulgarian levлв
MMKMyanma kyatK
BIFBurundian francFBu
KHRCambodian riel
XAFCentral African CFA francFCFA
CADCanadian dollar$
CVECape Verdean escudo$
KYDCayman Islands dollar$
CLPChilean peso$
201CNY¥
COPColombian peso$
KMFComorian francCF
CDFCongolese francFC
NZDNew Zealand dollar$
CRCCosta Rican colón
HRKCroatian kunakn
CUPCuban convertible peso
ANGNetherlands Antillean guilderƒ
CZKCzech koruna
DKKDanish kronekr
DJFDjiboutian francFdj
DOPDominican pesoRD$
 None 
EGPEgyptian pound£
ERNEritrean nakfaNfk
ETBEthiopian birrBr
FKPFalkland Islands pound£
FJDFijian dollar$
XPFCFP franc
GMDGambian dalasiD
GELGeorgian lari
GHSGhanaian cediGH₵
GIPGibraltar pound£
GTQGuatemalan quetzalQ
GBPBritish pound£
GNFGuinean francFG
GYDGuyanese dollar$
HTGHaitian gourdeG
HNLHonduran lempiraL
HKDHong Kong dollar$
HUFHungarian forintFt
ISKIcelandic krónakr
IDRIndonesian rupiahRp
IRRIranian rial
IQDIraqi dinarع.د
ILSIsraeli new shekel
JMDJamaican dollarJ$
JPYJapanese yen¥
KZTKazakhstani tenge
KESKenyan shillingKSh
KPWNorth Korean won
KRWSouth Korean won
KWDKuwaiti dinarKD
LAKLao kip
LVLLatvian latsLs
LBPLebanese pound£
LSLLesotho lotiM
LRDLiberian dollar$
LYDLibyan dinarLD
CHFSwiss francFr.
LTLLithuanian litasLt
MOPMacanese patacaMOP$
MGAMalagasy ariaryAr
MWKMalawian kwachaMK
MYRMalaysian ringgitRM
MVRMaldivian rufiyaaRf
MROMauritanian ouguiyaUM
MURMauritian rupee
MXNMexican peso$
USDMicronesian dollar$
MDLMoldovan leulei
MNTMongolian tögrög
MZNMozambican meticalMT
AMDArmenian dramAMD
NADNamibian dollar$
NPRNepalese rupee
‎NINicaraguan córdobaC$
NGNNigerian naira
TRYTurkish lira
NOKNorwegian kronekr
PKRPakistani rupee
USDPalauan dollar$
PABPanamanian balboaB/.
PGKPapua New Guinean kinaK
PYGParaguayan guaraníGs
PENPeruvian nuevo solS/.
PHPPhilippine peso
PLNPolish zoty
QARQatari riyal
RONRomanian leulei
RUBRussian ruble
RWFRwandan francR₣
SHPSaint Helena pound£
WSTSamoan talaWS$
STDSão Tomé and Príncipe dobraDb
SARSaudi riyal
RSDSerbian dinarДин.
SCRSeychellois rupee
SLLSierra Leonean leoneLe
SBDSolomon Islands dollar$
SOSSomali shillingS
SOSSomaliland shillingS
ZARSouth African randR
LKRSri Lankan rupee
SDGSudanese poundج.س.
SRDSurinamese dollar$
SZLSwazi lilangeniE
SEKSwedish kronakr
SYPSyrian pound£
TWDNew Taiwan dollarNT$
TJSTajikistani somoniSM
TZSTanzanian shillingTSh
THBThai baht฿
TOPTongan PaʻangaT$
PRBTransnistrian rubleруб
TTDTrinidad and Tobago dollarTT$
TMTTurkmenistani manatT
UGXUgandan shillingUSh
UAHUkrainian hryvnia
AEDUnited Arab Emirates dirhamد.إ
UYUUruguayan peso$U
UZSUzbekistani somлв
VUVVanuatu vatuVT
VEFVenezuelan bolívarBs
VNDVietnamese Dong
YERYemeni rial
ZMWZambian kwachaZK
OMROmani Riyal
SGDSGD$

Zones

This profile allows you to create multiple zones for an organization using direct file importing. You cannot modify existing zones using Data Exchange; however, you can create multiple zones at once.

The CSV file for zones should contain the following fields


  • Zone Code
  • Zone Name
  • Parent Zone Code
  • Time Zone ID
  • Language ID
  • Currency ID

Template Configuration

OPTIONDESCRIPTION
Disable existing data updationCheck this box to not allow updating existing details
Select fields to be updatedAdd the fields that you want to allow updating for the current template


Stores

This profile allows you to create multiple stores for an organization using direct file importing. You cannot modify existing stores using Data Exchange; however, you can create multiple zones at once.

The CSV file for stores should contain the following fields. The mandatory fields can be configured as required.


  • Store code
  • Store name
  • Store external id (up to 3 ids)
  • Store id
  • City id
  • Area id
  • Mobile number of the store
  • Email id of the store
  • Zone code
  • Concept code
  • Latitude
  • Longitude
  • Time zone id
  • Language id
  • Currency id
  • Store name denoted in SMS
  • Store mobile number denoted in SMS
  • Store email id denoted in emails
  • Store name denoted in emails
  • Store mobile no. denoted in emails

Template Configuration

OPTIONDESCRIPTION
Disable existing data updationCheck this box to not allow updating existing details
Select fields to be updatedAdd the fields that you want to allow updating for the current template
Disable updation of custom fields with empty valuesCheck this box to not allow updating custom field values with null values
Replace invalid zone code withChoose the default zone to replace with instead of the invalid zones in the file.
Replace invalid concept code names withChoose the default concept to replace with instead of invalid concepts in the file.


Store Server

This profile lets you add/update multiple store servers to the organization. You can also make a store server billable (value:1) or nonbillable (value: 0) with the new column Is Billable. This is basically used for accounting purposes.

  • Store Server Code (Username)*
  • Store Server Name*
  • Store Code
  • Store External ID
  • Description
  • Established on
  • Password
  • Is Billable (values: 0 for nonbillable and 1 for billable)
  • How to check whether a store server is billable or not?
    On InTouch, navigate to Settings > Master Data Management > Stores Masters > Store Servers and click the store server to see its details. You can see the billable status in Is Billable field.

Template Configuration


OPTIONDESCRIPTION
Disable existing data updationCheck this box to not allow updating existing details
Select fields to be updatedAdd the fields that you want to allow updating for the current template
Replace invalid store names withChoose the default store to replace with instead of invalid stores in the file.


Store Tills

This profile allows you to add/modify multiple TILLs for stores. You cannot modify existing TILLs using Data Import Framework. You can also make a TILL billable (1) or nonbillable (1) with the new column Is Billable. This is basically used for accounting purposes.

The CSV file for store-tills should contain the following fields. The mandatory fields can be configured as required.


  • Store Code
  • External 
  • Store Server Code
  • Till Code
  • User Name
  • Till Name
  • First Name
  • Last Name
  • Email
  • Mobile
  • Established On
  • Description
  • Is Billable (values: 0 for nonbillable and 1 for billable)
  • How do I check whether a store TILL is billable or not?
    On InTouch, navigate to Settings > Master Data Management > Stores Masters > Store Tills and click the Till to see its details. You can see the billable status in Is Billable field.


Template Configuration

OPTIONDESCRIPTION
Disable existing data updationCheck this box to not allow updating existing details.
Select fields to be updatedAdd the fields that you want to allow updating for the current template.
Replace invalid store names withChoose the default store to replace with instead of invalid stores in the .