Data & Integrations
Toolio seamlessly integrates with most common commerce systems and provides open integration endpoints. See below for more information.
48 articles
Connecting to Toolio MCP ServerHow to connect to Toolio's MCP server to access your planning data from Claude, Cursor, and other AI clients.
Data Recovery & Data Clone RequestsWhat they are and how they can help you
Data Alerts - Email Notification SubscriptionsReal-time data import alert notifications via Email and Webhook
Integration GuideThis document covers key principles around how to structure your data and how to integrate your data sources with Toolio.
Managing IntegrationsWithin Toolio, we have made managing your integrations easy - this help article covers common integration management workflows in Toolio.
SSO IntegrationHow to integrate SSO with Toolio using OIDC
Import TemplatesImport templates show the expected data fields for the model you are importing.
Sharing Integration CredentialsPlease see below for recommendations on sharing any account credentials for integration setup.
Core Attribute FAQsBelow are FAQs for Core Attributes in Core Models
Integration FAQsPlease see frequently asked questions about Toolio Integration below.
Using Import Filters in ToolioYou can apply an import filter to files you are ingesting into Toolio to filter out data based on specific criteria
Data EnrichmentIf you are missing specific measures on your Sales and Inventory feeds, Toolio can enrich that data using your product feed.
Special Character Handling in Inbound Data FilesHow Toolio handles Unicode special characters across inbound data fields, including what's supported, where exceptions apply, and how to avoid matching failures.
Import Status and Error DiagnosticsUsing the import status grid you can see all past imports into Toolio and diagnose import errors.
Pre-Import Validation WorksheetGuide to filling out the Pre-Import Validation Worksheet
Manual ImportsPlease see below for how to import data into Toolio manually. This is an important step during data validation.
Item Plan Data ValidationA guide to validating your Item level data during the Item Plan module onboarding process
Viewing & Managing Data ImportsLearn more about how to view and manage your imported files
Creating a Custom Product Group
Data AlertsHow to configure, manage, and utilize Data Alerts
Managing Imported DataYou can view and manage all the raw data imported into Toolio by going through Account > Models
Scheduled Reports DeliveriesHow to schedule report deliveries to email on a Monthly, Weekly, Daily or Custom recurrence.
Toolio / Slack IntegrationUsing scheduled report deliveries you can schedule have your reports delivered to appropriate slack channels so that you don't miss a beat
Configuring and Managing ExportersHow to configure an exporter in Toolio for S3, NetSuite, and Manual Export Workflows
Automated Plan ExportsToolio supports automated exports of plans built in Toolio to a destination of your choice.
Export Data from ModelsReference these steps to export your data from Data Models.
Data Validation Process & FAQsFrequently asked questions and troubleshooting tips for Data Validation
Microsoft Azure IntegrationHow to configure Microsoft Azure Integration for Importing and Exporting data
SFTP Managed File TransferHow to push data to and from Toolio via SSH File Transfer Protocol
Google Sheets integrationIf you are using Google Sheets as your source of record for SKU Master or Purchase Orders, you can integrate Google Sheets to Toolio.
Automated CSV FeedsHow to integrate with Toolio using automated CSV feeds sent to Toolio's Azure Storage.
Google BigQuery IntegrationIntegrate Toolio with your Google BigQuery data warehouse
Syncing Data & PaginationThis article explains the details of how Toolio syncs data with integrated datawarehouses.
Amazon Redshift IntegrationIntegrate Toolio with your Amazon Redshift data warehouse
Snowflake IntegrationIntegrate Toolio with your Snowflake data warehouse
Looker IntegrationIntegrate your Looker for BI instance through Scheduled Data Deliveries
Google Cloud Storage IntegrationHow to configure Google Cloud Storage Integration for exports from Toolio
NetSuite IntegrationToolio supports out of the box integration with NetSuite. Please follow the steps to connect your NetSuite instance with Toolio
NetSuite Integration - Toolio Saved SearchesThis document will provide a step-by-step guide on how to create a saved search.
Troubleshooting NetSuite Saved Search DeploymentsHow to troubleshoot and address issues with your NetSuite Saved Search Delivery to Toolio