All Venzee accounts are assigned a receive-only email address. This allows Venzee to update product lists automatically via Autopilot.
You'll find this receive-only email address located in the top right of the dashboard.
Benefits of Autopilot
Manufacturers and suppliers frequently update their product information. With Autopilot, these updates trigger an update to the product list the retailer created from that product information which then triggers an update to the retailer's online store. In other words, users are able to completely automate product information updates by importing new product information directly from files sent to the Venzee receive-only email.
How Autopilot works
- You share your Autopilot receive-only email address with the companies that send you product information files.
- They send their product information to you via this receive-only email address.
- Autopilot receives the email including the attachments in supported file formats (CSV, XLS, XLSX).
Autopilot allows users to export product updates automatically
When users pair this automated import with an automated export, each time Venzee receives new product information via files sent to the receive-only Venzee email, it will automatically export the products to your app or sales channel based on the saved export settings.
Autopilot works with product information sources that are always accessible:
- Emails sent to the your Venzee receive-only email address
- FTP servers (coming soon)
- Online storage facilities/cloud services (coming soon)
Note: Since your local machine cannot be accessed via the Internet, automatically updating a product list from your local computer is not part of Autopilot.
Files you receive via Autopilot are located in the Email section of Files. Navigate to Files by hovering over the Import icon in the sidebar and choosing Files > Email. (Local Drive contains files that you have uploaded yourself.) For more information see Files vs Lists.
Note: Files received via email can be imported an unlimited number of times if you don't turn Autopilot on. Once you turn Autopilot on for a file you will not be able to re-import it.
Users will receive a notification when...
- A file is received via email
- An Autopilot import is updated
- Autopilot fails
Users will also receive a notification in the dashboard if the structure of the file used for an update differs structurally from the original file. For example, if it has an additional column.
Importing files received via Autopilot and automation settings.
Note: Importing product information with Autopilot turned on counts as one automation toward your plan's limit.
To import a file received via Autopilot navigate to Files, select Email, and click the Import button next to the file you want to import.
When you import a file received via Autopilot you will be asked a series of questions:
Automate this import with Autopilot
Just because you receive a file via Autopilot doesn't mean that you need to use Autopilot to update your lists automatically. Here, you have the option to toggle Autopilot off/on. If you turn Autopilot off you will not be asked the following questions:
File name settings
Many times a file's name will change in a certain way with each update. For example, your first file imported might be "filename001.csv", the second file imported would be "filename002.csv", and so on. In this example, only the last three characters in the filename are changing.
Select the characters in your filename that will not be changing.
Note: Filenames are case sensitive. If your first file was "filename001.csv" and you try to update it with "Filename002.csv" it will create a new file with that name.
If you enable this option and enter one or more email addresses, only files received from these emails will be allowed to update the file.
Do you want to automatically archive products?
Check the box if you want to archive products that are not included in subsequent updates to the product list.
Turning Autopilot on and off
Turn Autopilot off by hovering over the Import icon in the sidebar and choosing Files > Email.
Click the dropdown next to the file, select Automation Settings, and toggle Autopilot on/off.