Email Sales Importer

Note:

Please ensure that each 'time' row is correct based on the 'resolution' which you set, and is in a multiple of the start of the hour.

For example, if you set a 15 minute interval: 11:00:00, 11:15:00, 11:30:00, 11:45:00, 12:00:00 - a 30 minute interval: 11:00:00, 11:30:00, 12:00:00 - a 60 minute interval: 11:00:00, 12:00:00. Each interval shall contain sales and units from that time period. For example, the row of 10:45:00 shall contain sales from 10:31:00 - 10:45:00 only. WFM automatically aggregates sales throughout the day.

You can configure an email to be imported automatically into WFM. This may be something you can schedule from your POS or system automatically, otherwise you can email this data yourself (either daily, weekly or at any point).

Configuration setup

Go to Setup > Integrations > Email.
Click Add
Fill out the configuration details (see configuration options below)
Click Show keys
Enter your password to verify your identity
Note down the secret key.

Warning:
Do not share this key with unauthorized persons.

Email Sales Importer configuration options

Location matching:

The CSV file can contain just 1 location or multiple locations. WFM will determine the location based on the 'location' field - you have the option of the below 3 naming options:

Adi Location name: Needs to match exactly with the location name in WFM.
Adi Location ID: Needs to match the WFM location ID - this will appear next to the location names in the location selection if selected.
Custom ID: Needs to match the WFM location "Custom ID" - you can change or set the custom ID for each location at Setup > Locations > Select a location > Custom ID. This will appear next to the location names in the location selection if selected.

Email setup

Create a scheduled email to stats@adiinsights.com with your stats data attached in a CSV file.
Using the secret key you noted down above, set the subject to Adi-IMPORTER:<secret key>

For example, Adi-IMPORTER:12345678-1234-1234-1234-123456789012

CSV file

Stats data csv files need to conform to a format with data under the following headers.

Important:

These are case sensitive and must be exact.

Header	Description
location	This value will be used to determine which location this row of data belongs to, WFM will interpret this value based on the location matching setting.
date	The date the data belongs to formatted as an ISO-8601 string, YYYY-MM-DD. For example, October 31st 2023 would be written as 2023-10-31
time	The time the data begins formatted as an ISO-8601 string, hh:mm:ss. For example, 11:30 pm would be written as 23:00:00
sales	A number indicating the total sales, this can be blank if there is no data, be zero or any positive/negative number.
units	A number indicating the total units, this can be blank if there is no data, be zero or any positive/negative number

Header

Description

location

This value will be used to determine which location this row of data belongs to, WFM will interpret this value based on the location matching setting.

date

The date the data belongs to formatted as an ISO-8601 string, YYYY-MM-DD.

For example, October 31st 2023 would be written as 2023-10-31

time

The time the data begins formatted as an ISO-8601 string, hh:mm:ss.

For example, 11:30 pm would be written as 23:00:00

sales

A number indicating the total sales, this can be blank if there is no data, be zero or any positive/negative number.

units

A number indicating the total units, this can be blank if there is no data, be zero or any positive/negative number

In the example below, the CSV file will be used to import data with location matching based on a location:

General Notices