If your system easily exports a dealer list file or you have a shared document that can be uploaded on dropbox or FTP, auto-sync is ideal.
Your dealer list file must contain the following required fields:
Vendor ID: this is a unique code you generate for each location
Column headers must match our column header name or alias
store, company_name, company, vendor_name, storename, account_name, company_name_-_store_finder, dba/ship to name, name 1, customer: customer name, customer name
address_1, addr, address1, address_line_1, address_1_-_store_finder, street, addr1
addr_2, addr2, address2, address_line_2, address_2_-_store_finder
province, statecode, state/province, state/province__-_store_finder, state_prov, st
zip_code, postal_code, postalcode, zipcode, zip/postal_code, zip_-_store_finder, postal
country_code, countrycode, store_finder_-_country, country_-_store_finder, ctry
website, link, companyurl, web_address
ph, phonenumber, store phone, phone_number
category, cats, cat, specialty, category name
id, bp_code, company_number, no., vendor id/ uid, internal_id, uuid/vendor id, location code, address number
Syncing your file with Locally
Locally can sync with your dealer list file at most online destinations. The most popular are Dropbox or SFTP.
Dropbox: setup a new Dropbox folder and title it “Locally.” Share the folder with email@example.com and notify your Client Success Manager. Drop your file in the folder. Locally will link our system to scan this folder nightly and absorb any changes.
SFTP: to push your file to us via FTP/SFTP, log into your Locally Dashboard and generate an FTP Name/Password by going to Administrative > API & FTP Credentials. Once set up, drop your file in the folder and let us know it is there. Locally will set-up our system to poll this path nightly and absorb any changes.
Making Automatic Updates
If you’re generating this list from an internal CRM that is automatically uploading the spreadsheet at a pre-determined frequency, Locally will scan your file nightly. Updates will appear every morning. Outlier data (incorrect or new store data) is reconciled within 48 hours during the business week.
File Name: either ensure the file name is the same, or provide a file name scheme that includes a date or time-stamp that Locally can write an adaptor for. Contact your Client Success Manager for setup assistance and approval.
Frequency: Locally syncs your data nightly (appx. midnight Eastern Time, UTC -5)
If you’re making periodic manual changes to a dealer list, simply save your updated spreadsheet to your shared Dropbox folder or FTP destination. Ensure the file name is the same so it overwrites the previous file. If you change the file name, our system will not sync with the new file.