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Setting Up A Recurring SFTP Import
Setting Up A Recurring SFTP Import

For single location or multi-store, setting up a recurring Sales import is quick and easy with Bizimply

Sean McTiernan avatar
Written by Sean McTiernan
Updated over 4 months ago

In this article you will learn:

Which Reports Can Be Imported Via SFTP

How To Set Up Recurring Reports To Import Via SFTP

  1. Sign into Bizimply.com

  2. Click on your Username on the top right and click on 'Settings'

  3. On the left hand side, under Company Settings, click on 'SFTP' recurring import

  4. Click on the blue 'New SFTP Import Schedule' button

  5. Fill out "Enter Recurring Import Name"

  6. Select Import type.

  7. Read the instructions for the report on the right of the screen

  8. Download the report template by clicking the blue 'Sample File' button

  9. If you select Sales Import, you also need to select which locations you want to import sales for.

  10. Select SFTP Source

  11. Click blue 'Schedule Import' button

  12. BIzimply will now check for a report at 3am IST (Irish Standard Time) every day.

  13. Recurring imports can be viewed and deleted from the SFTP Recurring Import menu.


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