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Automate file retrieval and import

Configure an automated job

You can configure the automatic retrieval and import of vendor files using any secure FTP protocol (SFTP or FTPS).

  1. Contact your vendor to enable secure FTP (SFTP or FTPS) and grant edit permissions to your existing FTP account.
     Note: Your vendor will likely provide you with a new URL, username, and password for your secure FTP account.
  2. Enter your secure FTP account information into the Links and Logins section for that vendor.
     Note: The URL for the secure FTP account starts with sftp:// or ftps:// .
  3. From the left navigation, expand Automated Jobs and then click Jobs.
  4. Click New Job to open the New Job dialog.
  5. Enter a name for the job, select a type (see below) from the Type drop-down list, and click Save.
    1. Invoice Import (EDIFACT)
    2. Order Import (MARC)
    3. Invoice and Shelf-ready Import (MARC)
  6. From the Job Details screen, enter the following information:
     Note: While the information below is required, you can edit all job details.
    1. Vendor (select from any vendor marked as In Use)
    2. Secure FTP Link (previously configured for this vendor)
    3. Source Folder (folder from which you want to retrieve files)
    4. File Type (retrieve all files in this folder or only files with a specific file extension)
    5. Post Processing (leave the files in the folder or move them to a new folder)
       Note: In both cases, the file will be renamed.
      • If you choose move the files, you will need to specify a destination folder. 
    6. Tax Handling (options for the tax calculation method)
       Note: This option only applies currently to EDIFACT invoice import jobs.
      1. Tax item cost - Calculates tax amount by multiplying tax percentage by the price
      2. Tax item, service charge, and shipping cost - Calculates tax amount by multiplying tax percentage by the price, service charges, and shipping
      3. Includes taxes in costs - Calculates tax amount by considering it as included in the price, service charges, and shipping
    7. Schedule (Weekly, Daily, Manual, or Inactive)
      • If you select Manual, the job will only run when you manually run it.
      • If you leave Inactive, you cannot run the job at all, but the job details will be saved for running later.
    8. Notify (select the user you want to be notified of the import)
  7. Click Save.

Delete an automated job

  1. From the left navigation, expand Automated Jobs and then click Jobs.
  2. Search for the job you would like to delete.
  3. Click the name of the job.
  4. Click Delete.

Run an automated job manually

  1. From the left navigation, expand Automated Jobs and then click Jobs.
  2. Select Manual from the Schedule filter drop-down list.
  3. Click the name of the job.
  4. Click Run.

 

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