Unimarket File Automation provides a low-barrier alternative to full system integration by allowing customers to securely import and export data using simple CSV flat files. This service eliminates the need for manual data entry and report generation by automating the exchange of information via Secure File Transfer Protocol (sFTP).
Audience and Intent
Audience: Organizations seeking to automate master data or reporting without the complexity or budget of a full integration.
Intent: To provide a simple method for securely importing/exporting CSV files, reducing manual workload for data loads and exports.
Supported Master Data Imports
You can use File Automation to manage several key master data categories:
Users: Bulk upload and update user profiles.
Account Codes: Sync general ledger and financial codes.
Approval Data: Automate the upload of approval chains and limits.
Payment Status: Update payment records for processed invoices.
Suppliers: Create and update supplier records and remittance addresses.
Blanket Order Invoices: Speed up invoice entry by uploading lines via CSV.
How to Set Up File Automation
Setup is straightforward and requires minimal configuration beyond establishing an sFTP connection.
Request Activation: Contact your Account Manager to discuss requirements and enable the service for specific uploads.
Further details relating to setting up File Automation, can be found here.
Automated Reporting
Reporting automation is even simpler than data imports. Reports can be scheduled on a regular export cycle to be delivered automatically to your chosen sFTP location. This ensures your team always has access to the latest procurement insights without manual extraction.
Limits & Notes
Cost: There is a minimal annual fee associated with enabling this functionality.
File Format: All automated files must adhere to the specific CSV syntax, character encoding, and date formats required by Unimarket.
Sequencing: When loading multiple files, they must be processed in order (e.g., creating suppliers before adding supplier addresses) to avoid errors.