Guides

Imagine Retail

How do I connect my inventory with Imagine Retail?

  1. Generate SFTP credentials in your Locally account here.
  2. In Imagine: use Setup ? Templates
  3. Create one new shopping cart export template for CSV Inventory Export
  4. The template should contain: Barcode, Quantity, and Price
  5. If you have multiple locations this template name can be used for every store
  6. Use Shopping Cart ? Web Site Setup to create a web site
  7. Create a web site for each store location you intend to show on Locally
  8. Mark the web site as CSV type
  9. Enter the SFTP server (ftp.locally.com) and credentials (user & pass) you generated in your Locally dashboard
  10. Check that you are only sending sizes with a valid barcode
  11. Enter the template name you create above under Inventory template name
  12. In the automatic section for Full Export select how often you want to send the inventory to Locally (at least once daily, or as often as every hour).
  13. The Imagine shopping cart service will now automatically create the CSV file and send via SFTP to Locally
  14. Email [email protected] when you are finished with the subject line "Activate Imagine Retail connection." If you included your prices in the report, please let Locally know that you've done so.