Supplier Address Data Uploads via sFTP

  • Updated

You can automate the management of supplier addresses by sending CSV templates to Unimarket via Secure File Transfer Protocol (sFTP). This allows for efficient bulk creation and updating of remittance, physical, and mailing addresses.

 

Prerequisites

  • Enable Feature: The upload feature must be enabled by Unimarket; contact your Customer Success Manager to discuss this option.

  • sFTP Setup: You must have a configured sFTP connection, including IP whitelisting and established authentication (Public Key or Password).

  • Data Order: To process correctly, you must ensure the Supplier Master record exists before uploading related address files.

 

Loading Files

Files must be handled with the following logic to ensure successful processing:

  • Sequential Uploads: Files must be sent in order. Each file must be fully uploaded before the next is sent.

  • Inbound Location: Send files to the designated inbound folder on your sFTP server.

 

  • Naming: Supplier Address files do not have a naming convention and should be sent directly to the corresponding folder.

  • Post-Processing: Once processed, files move to the processed folder and relevant sub-directories.

 

Expected Behavior & Rules

The system follows specific logic based on the address type and supplier status:

Remittance Addresses

  • Updates: If the Address Name matches an existing record, the system updates that record.

  • Creation: If the Address Name does not match an existing record, a new Remittance Address is created.

  • Defaults: Only one Default Remittance address is allowed per Community Supplier ID.

  • Limits: There is a maximum of 100 remittance addresses per supplier.

 

Physical and Mailing Addresses

  • Quantity: Only one Physical and one Mailing address is permitted for a specific Community Supplier ID; including more than one in a file will result in an error.

  • Supplier Types: Physical and Mailing addresses will not be updated for Registered and Premium Suppliers.

 

General Rules

  • Address Code: Providing an Address Code is optional.

 

Troubleshooting

If a file fails to process:

  1. Navigate to the Administration module and select File Processing.

  2. Hover over the "i" icon next to the failed file to view the specific error details.

  3. Correct the CSV data and re-upload the file to the sFTP server.