July 07, 2011 18:11
UPDATED March 1, 2020
If you are choosing Custom FTP Fulfillment, you can activate this automated fulfillment technology in your CRM at any time. Custom FTP Fulfillment integrates FTP technology with the sticky.io CRM in order to automate your fulfillment processes in-house, and it can be used if your fulfillment provider does not currently have an API, but uses the FTP technology.
To configure Custom FTP Fulfillment into your sticky.io CRM instance, you will go to Settings>Providers and under ACTIONS select Add New Provider Profile.Select the type = Fulfillment and select Custom FTP from the drop down.Fill out the required parameters which are outlined below and click “Save”.
These parameters are briefly described here for your reference
Username- This will be provided by your FTP server host
Password-This will be provided by your FTP server host
Server –This is the url of your FTP server
Port –This is the connection port for your FTP server
Upload Path – This is the file path where your orders export csv of shippable items from the sticky.io will be uploaded onto your FTP. A separate folder must be created in your FTP with a csv file which contains the orders that will need to be fulfilled. The full path from the landing directory of your FTP login must be included here.
Download Path – This is the file path where your csv file containing your order Id’s and tracking numbers will be retrieved by the sticky.io CRM. A separate folder must be created in your FTP with a csv file which contains your order Id’s and tracking numbers. The full path from the landing directory of your FTP login must be included here.
Protocol - Select FTP or SFTP
SSL -Select whether to use the SSL flag for your secure FTP server. The setting will depend on your FTP server.
Delay Hours - Specify if you would like to delay our system from pushing the orders to your fulfillment center for an “X” amount of hours. This would allow you to review the orders before they get sent out to the fulfillment provider
Receive Tracking Number - Specify whether you would like to receive tracking numbers with your shipments or not
Product Columns - Specify your desired number of product columns. The value that is placed here will be the set number of product columns for your Custom FTP Fulfillment export file.
Alias -For internal purposes only to help you organize among multiple fulfillment profiles within your CRM
Additional Notes on the Upload and Download Path
Upload Path – The following is an example of the file name you will see once your orders export csv file of shippable items are loaded to your FTP server:
Download Path – In order for tracking numbers to be imported back into the CRM automatically, the file containing your Order Id’s and Tracking Numbers must be in the exact format as discussed in the article below. The CRM will automatically check for your tracking numbers each hour unlike once per day with our automated fulfillment providers.
Please visit our Importing Tracking Numbers article for further reference.
Once your fulfillment provider has been activated in your CRM, you may have to follow these requirements depending on the fulfillment software you are using:
Use the same product SKUs for Custom FTPFulfillment and sticky.io CRMSet up your Shipping Codes within the sticky.ioCRM according to the shipping codes that Custom FTP Fulfillment uses forthe shipping methods you will be working with
These two fields will help you prevent your shipments from getting rejected or delayed due to the product SKUs not matching or due to invalid shipping codes.
FTPS (FTP over SSL) Note - Please be aware, we do not support the older version of FTPS (implicit), but do support explicit FTPS over port 21. For more information, visit this article for further reference.
Once your fulfillment provider profile has been created, then you will go through your campaigns and assign the fulfillment provider to the corresponding campaign(s).
Please note that you must configure your product SKUs with the selected Fulfillment Center before your orders will successfully post to fulfillment.