After you've perfected your plans in Toolio, it's time to export your work.
This article will guide you through the Settings > Exporter menu, which can be used to configure exports to integrations such as NetSuite to generate Inventory Items, Purchase Orders, and Transfer Orders. The same configuration process can also be used to automate delivery of your plans to S3 or to enable manual exports of POs and TOs from Item Plan or Allocations.
Exporter Overview
Toolio currently supports 3 paths of exporting. The configuration process varies slightly depending on the integration type and the intended workflow. Please find a quick summary below for choosing the export path for your needs:
Export Path | Enabled Workflows | Supported Modules |
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Creating a new Exporter or Editing an existing Exporter
To create a new exporter, simply navigate to your Settings menu in Toolio. Under the Exports section, select Exporters and then click 'Add' on the top right. You will then be prompted to select an Export Path before continuing:
To manage an existing exporter, you can just double click on the exporter. You can also right click and select 'Edit':
From here, please find specifics around configuring each type of exporter detailed below:
AWS S3, Google Cloud Storage, Microsoft Azure
Toolio supports scheduled delivery of Merchandise Plan and Item Plan data to AWS S3, Google Cloud Storage, and Microsoft Azure Blob Storage. Please find below the parameters required for configuration:
Parameter | Details | Example |
Export Job Name | A unique name for the exporter | MP to S3 Exporter |
Destination Settings | Select an integration to receive the data Toolio will send. You can choose from an existing S3 integration, or create a new one. | (S3 Bucket Name) |
Source Settings | Define the plan data Toolio should send by specifying:
| Export 2022 Master Scenario Plans from MP:
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Schedule | Specify the frequency and time of data delivery
| Deliver data daily at 3 AM:
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NetSuite
Toolio supports seamless creation of Inventory Items, Purchase Orders, and Transfer Orders in NetSuite, which are sourced from Assortment Plan, Item Plan, and Allocation modules. Please find below the parameters required for configuration:
Parameter | Details | Example |
Export Job Name | A unique name for the exporter | NetSuite IP PO Generation |
Destination Settings |
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Source Settings | Define the source module from Toolio:
| Generate Purchase Orders from Toolio IP:
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Output Settings
Here, you can see a sample of the module data, configure Mappings for your exporter, and preview the outputs before finalizing your exporter configuration.
Sample Data - This is a preview of the data sourced from the module you selected (Assortment Plan, Item Plan, or Recommended Transfer Order/Allocation). This section also shows you all of the possible fields which can be referenced when configuring your mappings.
Mappings - This section allows you to customize which fields are exported and specify how they are exported. You can add new fields or delete existing ones as well.
Field Name - The name of the field when exported. i.e. itemNameNumber
Formula - You can use the formula to map Toolio fields to your export fields. i.e. itemNameNumber is mapped to Toolio's '{variant__variant_id}'. To reference a Toolio field, you can copy the slug (header) from the Sample Data section and add it to your formula with '{}' around the slug.
Additionally, you are able to hardcode values in your export:“{}” is the format for Strings
{} is the format for Integers
This section also supports adding transformations to your exports by using simple Javascript logic. Please consult with your Toolio Implementation team if you have a specific use case in mind.
Export Field Name - Please leave this field empty unless otherwise instructed by your Toolio implementation team. This parameter is used to defined specific NetSuite custom field names.
Comments - Please use this column for any helpful notes around the formula such as when it was last edited or changed, or a quick description for any customized mappings.
Output Preview - Once you've completed your mappings, you can hit the 'Preview' button in the Output Preview section to generate a sample of what your exported data will look like. This sample will be generated according to the formulas you just configured in the above step.
Manual Exports (CSV)
You can use manual exports for exporting just about anything out of Toolio's Assortment Plan, Item Plan, and Recommended Transfer Orders/Allocation modules. You can customize the exporter to fit your specific workflow by utilizing the export mappings. Please find below the parameters required for configuration:
Parameter | Details | Example |
Export Job Name | A unique name for the exporter | Export Purchase Order CSV |
Destination Settings | A downloadable CSV file will be created. You can trigger this export from the source module (defined below) by simply selecting the items you want to export, right clicking, and navigating to the exporter. | N/A |
Source Settings | Define the source module from Toolio:
| Export Purchase Orders from Toolio IP:
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Output Settings
Similar to NetSuite exporter configuration, the Output Settings section will display a sample of the module data, allow you to configure export Mappings, and show a preview of outputs.
Sample Data - This is a preview of the data sourced from the module you selected (Assortment Plan, Item Plan, or Recommended Transfer Order/Allocation). This section also shows you all of the possible fields which can be referenced when configuring your mappings.
Mappings - This section allows you to customize which fields are exported and specify how they are exported. You can add new fields or delete existing ones as well.
Field Name - The name of the field when exported. i.e. Open To Buy Units
Formula - You can use the formula to map Toolio fields to your export fields. i.e. Open To Buy Units is mapped to Toolio's '{PO_OPEN_TO_BUY_UNITS}'. To reference a Toolio field, you can copy the slug (header) from the Sample Data section and add it to your formula with '{}' around the slug.
Additionally, you are able to hardcode values in your export:“{}” is the format for Strings
{} is the format for Integers
This section also supports adding transformations to your exports by using simple Javascript logic. Please consult with your Toolio Implementation team if you have a specific use case in mind.
Export Field Name - Please leave this field empty unless otherwise instructed by your Toolio implementation team.
Comments - Please use this column for any helpful notes around the formula such as when it was last edited or changed, or a quick description for any customized mappings.
Output Preview - Once you've completed your mappings, you can hit the 'Preview' button in the Output Preview section to generate a sample of what your exported data will look like. This sample will be generated according to the formulas you just configured in the above step.
Diagnostics
See Export History
You can navigate to Export History on the Left Navigation, and see a list of all export activity, along with the completion date of each export.
See Exported Files
Under Exporters, you can go to the particular exporter that you would like to see files for, right click to "Show Exported Files" which will take you to a page from which you can download past exported files.
