You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
CSV File Drop Samples
print icon

File Drop Samples

 

If the MYPOS Connect API is not an option then a secure login can be created that allows you to drop a file containing sales and / or customers.

 

- Specifically the CSV file might contain none, one or many customers.

- Specifically the CSV file might contain none, one or many sales receipts.

- A receipt might have a customer or it might be anonymous (a store walk in)

 

This allows you the opportunity to send a list of customers for import; or you can send a list of sales; or you can send a list of sales and the related customer details for those sales.

 

Access

The CSV file drop can only be from a recognised IP address that will need to be added to our systems. You will then be provided with a user code and password that allows you access to a test folder where you can leave files. An administration email must be setup before files can be sent that way if a file contains an error, for example a bad product or lengthy name, then the file can be returned as failed to the email address.

Valid orders will be acknowledged as processed to the email address.

 

As part of the setup of CSV we will give you access to an online form where you will fill in these details.

 

The CSV file itself

Reminder: If there are any errors in the CSV file it will be dropped, an email sent. The contents will not be imported for any record.

The format needs to be kept, the number of columns and what goes in each column means that both customers and receipts can be presented. If you do not have customers, keep the columns and format.

By definition a CSV file contains commas. You should ideally strip all commas from data you are sending via this method.

The CSV file can consist of one or more receipts and or one or more customers. A receipt can have no customer or a customer.

A customer that does not exist will be added. A customer that does exist will be updated.

 

Sample file with notes

Column

Content required

Example

Notes

ReceiptItemType

required

customer

A row starts with a ReceiptItemType of customer. The contents of ReceiptItemType are always all lower case.

ReceiptId

required

123456789012

The receipt number, normally numeric, can be alphanumeric, must be unique to this receipt across all markets. MYPOS can provide suitable number ranges or add a number prefix if required.

TimeStamp

required

yyyy-MM-dd HH-mm-ss

Local time of sale

DeviceCode

required

1234

A valid device code, provided by MYPOS

ProductCode

leave empty

 

 

ProductDescription

leave empty

 

 

SerialNumber

leave empty

 

 

BatchNumber

leave empty

 

 

Quantity

leave empty

 

 

ItemAmount

leave empty

 

 

CurrencyCode

leave empty

 

 

TaxCode

leave empty

 

 

TaxRate

leave empty

 

 

TaxAmount

leave empty

 

 

PromoCode

leave empty

 

 

PaymentBrand

leave empty

 

 

PaymentRef

leave empty

 

 

PaymentAuth

leave empty

 

 

CustId

required

CUST123

A unique a customer id or account number,max length 128 characters

CustType

optional or leave empty

 

 

CustCompanyName

If supplying CustFirstName plus CustLastName then this can be optional otherwise required

ABC Corporation

max length 50 characters

CustTitle

optional or leave empty

Mr Mrs, Dr, Prof. Herr, Msr, Mdm

max length 50 characters

CustFirstName

If supplying CustCompanyName then this can be optional otherwise required

John

max length 25 characters

CustLastName

If supplying CustCompanyName then this can be optional otherwise required

Smith

max length 25 characters

CustAddress

optional or leave empty

123 Main Street

max length 70 characters

CustCity

optional or leave empty

Miami

max length 50 characters

CustRegion

optional or leave empty

FL

max length 50 characters

CustPostCode

optional or leave empty

33139-7212

max length 20 characters

CustCountry

optional or leave empty

USA

max length 50 characters

CustEmail

optional or leave empty

[email protected]

max length 50 characters

CustTelephone

optional or leave empty

+1 555 123 4567

max length 30 characters

CustAllowDataShare

optional or leave empty

True

True or False

CustAllowMailing

optional or leave empty

False

True or False

CustRegistration

optional or leave empty

True

True or False

CustCompanyTaxNo

optional or leave empty

99887766

max length 50 characters

CustIndividualTaxNo

optional or leave empty

GB123ABC

max length 50 characters

Feedback
0 out of 0 found this helpful

scroll to top icon