How to Set Up a Scheduled Data Import

If your store is not running on Shopify, Shopware, or BigCommerce, you can easily import your data by setting up a Custom Integration.

Once you have prepared all your data, it is time to perform the import. The Scheduled Data Import is similar to the manual CSV file import process, with respect to the import file format and types of import entities:

• The import file should be in .CSV format
• You can import customer, order, product, and marketing data

The procedure for providing a file for scheduled import is as follows:
A cron job that is automatically executed every day at a certain time (we recommend e.g. at 11:59 pm) calls a script. This script is located on your server and creates a CSV file on demand according to the same rules as the manual file was created by you. This file is placed on your server and secured by a basic auth (htaccess user +pw). The path to the file and the htaccess access data you must now only add to RetentionX.

The import process in RetentionX consists of three steps:

1. Log into your account, click on Data Import < Data Feed.
2. By entering your data feed settings, you give RetentionX permission to retrieve all stored information and import those to your account. Therefore, perform the following configurations:
   • Provide the feed's URL
   • RetentionX identifies itself on your server using the username entered. The username is usually a complete email address.
   • Enter the password used to log in to the data feed.
   • Decide whether your import should be run on a daily or weekly frequency. 
   • Select the first date of the import.
   • Select the appropriate time zone.
   • Define at what time your import should always run. The timezone is based on your browser settings.
   • Submit your settings by clicking on Next.
     
     
     
     
3. In the last step, the data of your feed must be assigned to the corresponding fields stored in RetentionX. Based on the first record, RetentionX automatically matches the fields; for this, it is useful if these are the same or at least similarly named
   
   

All data, which cannot be assigned automatically, can be assigned to the corresponding attributes by:

1. Selecting one of the pre-defined columns in RetentionX
   or by
2. Adding a custom field

After clicking Next your scheduled data import is set up! It will be executed for the first time at the time specified.

Additionally, you can trigger the data import at any time by clicking

Find under All Imports detailed information about all historical import attempts. Also, you have the option to make changes to your current data feed settings by clicking on Data Import > Data Feed.

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