If you're using one of Toolio's out of the box integrations, you may decide that you want to apply a filter to the incoming data based on specific criteria. Please see the steps below for an overview of how to create and assign Import Filters in Toolio summarized in 2 sections:
Creating & Editing Import Filters
First, navigate to your settings page within the menu dropdown on your top right. From there, scroll down and select 'Filters' underneath the Imports section on your lower left.
You can create a new filter by clicking the 'New Filter' button - you will then be prompted for the following inputs:
Filter Name - give your filter a name (we recommend labeling it with the integration and resource it will be applied to, i.e. 'Fulfil - Sale')
Resource - this field is filled by dropdown, where you can select the resource/context you will want to apply the filter to, such as sale, inventory, purchase order, receipt, or product resources.
Default (Y/N) - indicate whether the filter should be applied by default for all imports of the resource defined above. For example, if a filter has Default (Y) and has a resource of sale, every sales import into Toolio will apply the filter by default, regardless of the integration source. Please make sure this is set to No especially if you feed data from multiple sources into Toolio for the same resource.
Please see an example below where we are creating a filter to be applied specifically to the sales feed coming from Fulfil.
Once the filter has been created, you will be able to add filter fields by pressing 'New Filter Field' on filter page:
You will be prompted with the following values to input:
Field Name - The header name of the field on the incoming data
Field Value - The value we are referencing to apply the filter
Filter Type - Select whether the field is a number, date, string, or array type
Operator - Select the logic you'd like to be applied (which references the Field Value)
For example, if we want to filter out all lines of data where Sales Units is equal to 0, we would configure the filter as follows:
After pressing create, you will see the field in your filter page. You can continue to add additional filter fields if you'd like to further assign criteria.
Assigning Import Filters to an Integration Resource
If you've created an import filter that you only want to apply to a specific integration resource, you can do so by navigating to the Imports>Integrations subsection of your settings page:
You can then right click on the specific Integration & Resource/Context combination you'd like to apply the import filter to, and select edit:
Finally, you will be able to select any existing import filters that are configured for the resource:
You can simply hit save, and the next time the Integration Resource runs, the Import Filter will be applied!
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