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Overview

You can set up automations to automatically create and upload files to an SFTP account whenever stock is transferred between accounts. The files are generated dynamically with the relevant event data.
1

Create your automation

Go to the Automations section and create a new automation.
2

Define the trigger

Set the trigger event to Stock is Transferred To Account. Choose specific conditions such as transfers from a certain account, to a certain account, or within a specific warehouse.
3

Specify the action

Select Create a File and Upload to FTP and configure:
  • File Name — name for the generated file
  • FTP User — the FTP account where the file will be uploaded
  • Document Category — e.g., dispatch
  • Mapping Group ID — optional, for file mappings from a specific group
4

Upload a template file

Upload the template that will be used when stock is transferred. Templates can be in CSV or TXT format.

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Dynamic data objects

You can include dynamic data in your template using placeholders. The key objects available are:
  • transaction_source — transactional data from the source account
  • transaction_target — transactional data from the target account
Both objects include fields such as id, created_at, account, product, warehouse, quantity, and new_quantity.