IBA Import/Export

 

Back Office > Data Export > Data Portal > Metcash / ALM & IBA > IBA > Settings

 

Description

 

This feature is used to configure Settings for both the Importing of Price Book and Promotion data and Exporting Sales (Scan) data. Also, it provides information relating to the manual Exporting IBA (International Bar Association) related Sales (Scan) data.

 

Pre-Requisites

 

  1. For each Location Group (Venue) ensure:
    1. The Group Prefix field is populated with the first 3 characters of the IBA provided Store ID.
    2. The Promotion Group is populated with the IBA provided Promotion Group. The Promotion Group is used when Importing IBA Promotions via the
  2. For each Location ensure the Host Store ID field is populated with the remaining characters of the IBA provided Store ID. That is not including the first 3 characters.

 

Setup

 

  1. In Data Export > Data Portal > Metcash / ALM & IBA > IBA > Settings > IBA Import/Export Settings screen:
    1. Select from the drop down list the Location Group for which the settings are being configured.
    2. In the Export section configure the settings required.

 

IBA Import / Export Settings

 

 

This screen is accessed from here and is used to configure the IBA Import/Export settings.

  • Location Group - Select from the drop down list the Location Group for which the settings are being configured.

 

Import

  • URL - Displays/Enter the Metcash IBA Web Services URL provided for importing files
  • Username / Password - Displays/Enter the Store's Username and Password.

 

Export

 

  • Select one of the following file types and enter the connection details (depending on the file type selected) required:
    • XML v2 - Select to upload sales data in an XML format to the IBA Web Portal. Makes use of version 2 of the export. Used in conjunction with the Group Controlled Remote Location Group (Venue) Type.
    • XML v7 - Select to upload sales data in an XML format to the IBA Web Portal. Makes use of version 7 of the export and requires the web service address and log in for each store supplied by IBA.

 

  • URL - Displays/Enter the Metcash IBA Web Services URL provided for exporting files
  • Username / Password - Displays/Enter the Store's Username and Password.


IBA Import

 

For information relating to the Importing of:

 

  1. Price Book Data:
    1. Download & Import - Downloads and Imports an iba_product_promotions.xml file from the IBA Web portal and converts it into SwiftPOS Price Book TXT files. These are then imported into the Matched  Products and/or New Products tabs. From here they can be reviewed and committed (saved) into SwiftPOS.
    2. Import - Imports an iba_product_promotions.xml file and converts it into SwiftPOS Price Book TXT files, which are then imported into the Matched  Products and/or New Products tabs. From here they can be reviewed and committed (saved) into SwiftPOS.
  2. Promotion Data - Imports a downloaded iba_product_promotions.xml that may or may not contain Promotions and converts it into a SwiftPOS Price Book TXT file. Once converted it will then be imported.


IBA Export

 

 

This screen is accessed from here and is used to invoke the manual export of sales data for IBA.

 

  • Select Location Group - Select from the drop down list the Location Group for which sales data is to be exported.
  • Clear Existing Data - Select to place delete lines (commands which instruct the deletion of all records) in the RPL next time a full update is sent. Note : There is certain data which will never follow delete lines in the RPL but all of the Categories, Products, Families etc. do include delete lines.
  • Force Full Update - Select to force a full update to be sent to the Comms Software the next time the SwiftPOS Update Service runs.
  • Send Remote Sales to Head Office - Select to send the sales data to the Head Office.
  • Reset IBA Sales as Not Sent - Select to open the Reset Sales Export Flag prompt to either reset Sales as NOT Exported (in order to resend Sales data) or as Exported (to not export sales data) for a selected date range.

 

Below is a screenshot of a sample export file sent:

 

End of Day

 

To ensure the IBA Sales data is exported each time the End of Day service executes, confirm the following:

 

  1. Complete the steps outlined in the Pre-Requisites and Setup above.
  2. Exporting of IBA Scan data will happen automatically each time the End of Day runs. Note : There is no specific option that requires selection within the EOD Processes.
  3. Confirm the End of Day Run Time is correctly configured.
  4. Confirm the End of Day service is running.
  5. Check the Event Logs to confirm the Export was successful.

 

Related Topics

 

  1. Data Export
  2. Import/Export Overview

 

Published 28 Mar 2024