Overall Assessment: This platform seems fairly advanced in the data availability, file formats, and web store connectivity. They have data mapping functionality however it is used primarily for import back into Acctivate rather for export. It is unclear whether they can export to a remote directory without a built-in integration. Would propose to connect with vendor / Acctivate rep if we want to further investigate this solution - not yet signed.

  1. Data Spec - Can we obtain the necessary data for our CSV FTP solution?

a. Products

Required Column Name Available? Field
erp_product_id Yes Product ID
pack_type Yes Package Unit or Unit
name Unsure Alt Description
active Yes Active
is_catchweight Unsure
pack_price Yes List Price
Price_per_weight_unit
Required for catchweight products Yes Price Unit
pack_items_count Yes Package Unit Qty
Weight
Required for catchweight products Yes Weight
Stock_level
(unless is_unlimited_inventory) Yes Primary Location Stocking Level
store_key Yes Warehouse

b. Price Tiers

Required Column Name Available? Field
erp_tier_id Yes Contract ID
tier_name Yes Price Code
erp_product_id Yes Product ID
pack_type Yes Package Unit or Unit
quantity Yes High Quantity
Low Quantity
price Yes Price
catchweight_price Yes Price Unit

c. Customers

Required Column Name Available? Field
erp_customer_id Yes Contact: Contact ID
restaurant_name Yes Customer > Company Name
address Yes Ship-To Address > Address 1
city Yes Ship-To Address > City
state Yes Ship-To Address > State
zipcode Yes Ship-To Address > Zip
is_checkout_enabled No
  1. Data Mapping
    1. Does the software offer data mapping capabilities? (Meaning that data from their platform in column X can be written into the file under the column name Y)
      1. Acctivate offers mapping capabilities primarily for import from web store back into their system - we can use their Conversions functionalities to map our field to match Acctivate fields for import.
      2. For export, we will need to manipulate the data headers using other solutions
    2. If not, we need to investigate other solutions i.e. Fiver, MS spreadsheet workaround solutions to translate data from X format to Y format
  2. File Format - Can files be exported in CSV? If not, what is the file format? Ideal format is csv but other formats can be useable as long as we can transfer it into csv
    1. Yes, reports in Acctivate can be exported in CSV
  3. File Path
    1. Do they have API or file exchange capabilities?
      1. Yes, but they do not provide an API. They can leverage an API provided by us
    2. If yes, are they able to transfer files to a remote directory?
      1. Unclear based on documentation
      2. They have integrations built with a number of Web Stores but for web stores not currently supported, there is an option to implement their native XML schema and ‘Native’ web store template for certain imports and exports.