Toolio

Eytan Daniyalzade

Jay Tian

Gavin Seelig

Toolio seamlessly integrates with most common commerce systems and provides open integration endpoints. See below for more information.

Data & Integrations

Within Toolio, we have made managing your integrations easy - this help article covers common integration management workflows in Toolio.

Managing Integrations

This document covers key principles around how to structure your data and how to integrate your data sources with Toolio.

Integration Guide

Import templates show the expected data fields for the model you are importing.

Import Templates

Please see below for recommendations on sharing any account credentials for integration setup.

Sharing Integration Credentials

Below are FAQs for Core Attributes in Core Models

Core Attribute FAQs

Please see frequently asked questions about Toolio Integration below.

Integration FAQs

Caitlin Dubay

Integration Overview 

If you are missing specific measures on your Sales and Inventory feeds, Toolio can enrich that data using your product feed.

Data Enrichment

You can apply an import filter to files you are ingesting into Toolio to filter out data based on specific criteria

Using Import Filters in Toolio

Using the import status grid you can see all past imports into Toolio and diagnose import errors.

Import Status and Error Diagnostics

How to validate your imported data during MP onboarding

Post Import Data Validation for Merchandise Planning

Guide to filling out the Pre-Import Validation Worksheet

Pre-Import Validation Worksheet

Please see below for how to import data into Toolio manually. This is an important step during data validation.

Manual Imports

Learn more about how to view and manage your imported files

Viewing & Managing Data Imports

A guide to validating your Item level data during the Item Plan module onboarding process

Item Plan Data Validation

Importing Data 

You can view and manage all the raw data imported into Toolio by going through Account > Models

Managing Imported Data

How to schedule report deliveries to email on a Monthly, Weekly, Daily or Custom recurrence.

Scheduled Reports Deliveries

Toolio supports automated exports of plans built in Toolio to a destination of your choice.

Automated Plan Exports

Reference these steps to export your data from Data Models.

Export Data from Models

Frequently asked questions and troubleshooting tips for Data Validation

Data Validation FAQs

Here's how to refresh your data if you have updated historical values or changed your product attributes

Refreshing Data

Managing & Exporting Data

How to push data to Toolio via SSH File Transfer Protocol

SFTP File Uploads

If you are using Google Sheets as your source of record for SKU Master or Purchase Orders, you can integrate Google Sheets to Toolio.

Google Sheets integration

How to integrate with Toolio using automated CSV feeds sent to Toolio's Azure Storage.

Automated CSV Feeds

CSV Integration

Integrate Toolio with your Google BigQuery data warehouse

Google BigQuery Integration

This article explains the details of how Toolio syncs data with integrated datawarehouses.

Syncing Data & Pagination

Integrate Toolio with your Amazon Redshift data warehouse

Amazon Redshift Integration

Integrate Toolio with your Snowflake data warehouse

Snowflake Integration

Integrate your Looker for BI instance through Scheduled Data Deliveries

Looker Integration

Data Warehouse Integration

Toolio supports importing data feeds with emailed csv reports. Please see below to learn more.

Email Integration

Toolio has out of the box integration with Cin7. Please follow the steps to connect your Cin7 instance with Toolio

Cin7 Integration

Inventory & Order Management Integration 

Toolio supports out of the box integration with NetSuite. Please follow the steps to connect your NetSuite instance with Toolio

NetSuite Integration

This document will provide a step-by-step guide on how to create a saved search.

NetSuite Integration - Toolio Saved Searches

How to troubleshoot and address issues with your NetSuite Saved Search Delivery to Toolio

Troubleshooting NetSuite Saved Search Deployments

NetSuite Integration 

Integrate your Fulfil.io instance through Personal Access Tokens

Fulfil.io Integration

Integrate your Shopify instance through Shopify Private Apps

Shopify Integration

How Exchanges are handled in Toolio when Using a Returns Solution (i.e. Loop Returns, Happy Returns) via Shopify

Exchanges via Shopify

How Toolio captures markdown data from Shopify sales

Markdowns via Shopify

Here you will find a comprehensive training video that covers the core workflows and FAQ on managing data in Toolio.