Excel Export Template

To create the stock CSV file, the Excel export template must be first set up. The template defines the layout of the CSV file. Go to Settings > System Administration > Excel Exporter.

Click the Import button to import the template for the NearSt stock export CSV file. The template file  NearSt_StockExport.xml (right-click on link and choose Save link as option to download) is attached here for your convenience.

Configurations

Each shop (branch/depot) signed up to NearSt will have a configuration record set up in Merchanter. This defines both the Merchanter depot and upload key (supplied by NearSt). To set up a configuration record, go to Settings > NearSt Integration > NearSt Configurations.

and click the New button :-

Depot

The depot may be selected from a list of depots under the user's ledger, excluding those for which a configuration already exists.

Live status

By default, configurations have a live status. You may deactivate the configuration by setting the status to Archived.

Upload key

This is the string as supplied by NearSt for the customer connection.

The Export Documents tab shows the latest export file stock.csv to NearSt and may be downloaded if required.

Scheduling the Stock Export

A scheduled job is required to run the stock export on a regular basis (see Managing Scheduled Jobs in Merchanter)‍. The scheduled job should be defined as follows :-

The microflow Integration.QUE_ExportStockToNearSt will create and upload to NearSt, a stock CSV file for each Merchanter depot that has an associated live configuration with an upload key.