Org entities

Admin Users

Lets you import admin users for the organization in bulk.

• Username (email ID)*
• Firstname
• Last name
• Middle Name
• Title
• User Role
• Manager
• Password
• Accessible entities or Entity codes (Semicolon Separated)
• Entities Code

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Note

For adding users in bulk with access group permission, use the Onboarding users to Intouch Connect+ template. For more information, refer to the Connect+ documentation.

Template Configuration

Attribution Lookup Import

Lets you import lookup codes for WeChat and mobile trigger. The combination of lookup code and lookup type should be unique across the org and org IDs should be valid and active.

• Store Code
• Lookup Code
• Lookup Type
  Lookup type could be WECHAT and MOBILE_TRIGGER

Example:store_code,lookup_code,lookup_type
bbk,QR001,WECHAT,bbky,QR002,MOBILE_TRIGGER

Template Configuration

Concepts

Data Exchange Framework provides an easy way for creating store entities like zones, concepts, stores and store TILLs. You can only add new concepts but cannot modify existing concepts through Data Import Framework.

The CSV file for bulk concepts should contain the following fields

Concept Code
Concept Name
Parent Concept Code
Time Zone ID
Language ID
Currency ID

Template Configuration

Org Currency Ratio Import

This profile lets you update the currency ratio of your organization.

The CSV file for Currency Conversion should contain the following fields:

• Currency Code
• Currency Ratio with respect to INR

For example:

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Steps to enable currency conversion for an organization:

1. Enable currency conversion with CONF_CURRENCY_CONVERSION_ENABLE on the Billing Configuration page.
2. Add the base currency and supported currencies for the org as mentioned in Create or Modify Organization Profile Information.
3. Add base currencies to stores as mentioned in the Setup Organization Hierarchy.
4. Update currency conversion ratio for the base currency and supported currencies either through the Org 5. Currency Ratio profile (Import Framework) or /v2/currency ratio API.
   After these steps, wait for one hour. When the server clears the cache, you can see the values.

You need to provide a valid currency code as per the ISO standard as shown below:

Zones

This profile allows you to create multiple zones for an organization using direct file importing. You cannot modify existing zones using Data Exchange; however, you can create multiple zones at once.

The CSV file for zones should contain the following fields

• Zone Code
• Zone Name
• Parent Zone Code
• Time Zone ID
• Language ID
• Currency ID

Template Configuration

Stores

This profile allows you to create multiple stores for an organization using direct file importing. You cannot modify existing stores using Data Exchange; however, you can create multiple zones at once.

The CSV file for stores should contain the following fields. The mandatory fields can be configured as required.

• Store code
• Store name
• Store external id (up to 3 ids)
• Store id
• City id
• Area id
• Mobile number of the store
• Email id of the store
• Zone code
• Concept code
• Latitude
• Longitude
• Time zone id
• Language id
• Currency id
• Store name denoted in SMS
• Store mobile number denoted in SMS
• Store email id denoted in emails
• Store name denoted in emails
• Store mobile no. denoted in emails

Template Configuration

Store Server

This profile lets you add/update multiple store servers to the organization. You can also make a store server billable (value:1) or nonbillable (value: 0) with the new column Is Billable. This is basically used for accounting purposes.

• Store Server Code (Username)*
• Store Server Name*
• Store Code
• Store External ID
• Description
• Established on
• Password
• Is Billable (values: 0 for nonbillable and 1 for billable)

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How to check whether a store server is billable or not?

On InTouch, navigate to Settings > Master Data Management > Stores Masters > Store Servers and click the store server to see its details. You can see the billable status in Is Billable field.

Template Configuration

Store Tills

his profile allows you to add/modify multiple TILLs for stores. You cannot modify existing TILLs using Data Import Framework. You can also make a TILL billable (1) or nonbillable (1) with the new column Is Billable. This is basically used for accounting purposes.

The CSV file for store-tills should contain the following fields. The mandatory fields can be configured as required.

• Store Code
• External
• Store Server Code
• Till Code
• User Name
• Till Name
• First Name
• Last Name
• Email
• Mobile
• Established On
• Description
• Is Billable (values: 0 for nonbillable and 1 for billable)

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How do I check whether a store TILL is billable or not?

On InTouch, navigate to Settings > Master Data Management > Stores Masters > Store Tills and click the Till to see its details. You can see the billable status in Is Billable field.

Template Configuration