How to import a sales transaction log

Overview

Transaction logs can be imported in T.M.A.S. in order to populate data on the Today's Dashboard as well as various reports which provide KPIs based on combining traffic with sales, transactions, items and staff data.

The import can be configured in the event that T.M.A.S. does not currently support your P.O.S. for direct integration and your P.O.S. has the ability to export a transactional log report (delimited CSV file with 1 row per transaction).

Once configured, T.M.A.S. will retrieve a file on a the set schedule to import from the supplied integrated FTP solution. Note: Custom FTP is available, please contact techsupport@storetraffic.com to provide the FTP information for whitelisting prior to proceeding with this configuration. 

Example: T.M.A.S. - Manage locations Import - transactions log file

Steps to setup the transaction log import

Select a location Expand Administration Select Manage Locations Select Import / Export Data / P.O.S. Integration Click Add Complete General Information Label = name for import or POS name Import type = delimited File Mask = name of file and or type to look for on FTP Delimiter = Comma or Semi-colon Status = must be checked for job to work FTP - Use Default Use create new Storetraffic FTP account if dropdown is blank To use a custom FTP, contact techsupport@storetraffic.com as FTP will need to approved for whitelisting root - default /imports check box to change default path to another directory on the FTP (Folder must exist to be able to save job) Click Next Set Schedule type to match the frequency you will upload and Hour for a couple minutes after the expected file upload. Click Next Complete Columns Information Location Mask = Location ID Select date format matched date column in file Check off Transaction log file Set the following columns Location ID, Date, Hour, Minute, Trans Id, Amount, Items numbers matching which the import file  Click Preview file - example should match your import file Click Add - Job will now be saved and run on the set schedule Test File Upload and Click Run on Demand to import ; once completed, go to Analytics / Reports and run a Totaling or Data Export report to verify the imported data

FAQ

Additional aid for file importation verification and setup

An appointment can be made with SMS Techsupport for a video conference call to determine what capabilities your POS has in order to perform this setup.  Contact techsupport@storetraffic.com to make an appointment.