Auto-Sync Dealer List
How do we set up our dealer list to sync to our dealer database?
Auto-sync is a good option for brands that have an extensive ERP/dealer database that uses unique vendor/account IDs and lists all locations for chains.
Required fields
- Vendor ID/ Account ID: this is a unique code you generate for each location Store Name Address City State (two-letter) Zip Phone Country (two-letter)
The following fields are optional:
- Categories (Can be sent as individual columns with positive values if the store is included) Email URL Latitude Longitude
Column headers must match our column header name or an alias name:
Field Name
Alias Names
name
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
address_1, addr, address1, address_line_1, address_1_-_store_finder, street, addr1
address_2
addr_2, addr2, address2, address_line_2, address_2_-_store_finder
city
town, city_-_store_finder
state
province, statecode, state/province, state/province__-_store_finder, state_prov, st
zip
zip_code, postal_code, postalcode, zipcode, zip/postal_code, zip_-_store_finder, postal
country
country_code, countrycode, store_finder_-country, country-_store_finder, ctry
url
website, link, companyurl, web_address
phone
ph, phonenumber, store phone, phone_number
categories
category, cats, cat, specialty, category name
vendor_id
id, bp_code, company_number, no., vendor id/ uid, internal_id, uuid/vendor id, location code, address number
emailaddress, store email, email_address
latlatitude, address_latitudelnglon, longitude, address_longitude
Syncing your file with Locally
Locally can sync with your dealer list file at most online destinations.
- SFTP (Preferred): to push your file to us via SFTP, log into your Locally Dashboard and generate an SFTP Name/Password by going to Administrative > API & SFTP Credentials. Once set up, drop the 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.
- S3: If your S3 bucket is public, please share the link to your dealer list file with us as [email protected]. If your S3 bucket is private, please send your S3 access key and the link to the S3 bucket with your dealer list file in it to [email protected]. Please also tell us the name of the dealer list file.
- Dropbox: setup a new Dropbox folder and title it "Locally." Share the folder with [email protected] 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.
Making Updates
Updates will appear every morning. Outlier data (incorrect or new store data) is reconciled every week. If your database is automatically exporting a file, make your changes and they will update on the spreadsheet. We don't recommend manual lists, but if you are using one, you add and remove dealers and update the file without changing the name.
Additional details:
- 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)
Overwriting Rules
Most brands want to use our parent data as the display data. We can overwrite our data to show yours, including long/lat, when necessary.