Scheduled Tasks

General Information Import

 NOTE

The General information import task must be started before the Product import and Customer import tasks. You must run it after you install Sana and connect it to your ERP system.

The General information import task is used to synchronize settings between Sana and your ERP system. It also imports the basic data from your ERP system to the Sana database.

When you run the General information import task, the following data will be synchronized between Sana and your ERP system:

• ERP settings (the task synchronizes the Sana settings with the ERP settings and checks whether the ERP system supports for example return orders, online invoice payments, product images, sales statistics, shopping cart suggestions, quote to order conversion, large orders, etc.)
• Currencies
• Countries
• Units of measure
• B2C template customer
• Product categories/item groups
• Product variant components (for example style, size or color)
• Shipping methods from ERP
• Tax number formats
• Sales statistics fields which are used to create customer segments
• Filter fields which are used for catalog indexing, online customer registration, customer profile, and shipping address

Those data which is synchronized between Sana and ERP by the General information import task is also used by Sana when there is no connection to your ERP system. This allows to accept orders and continue business operations without interruption, even when connection to your ERP system is not available for some reasons.

For more information, see "Maintenance Mode".

Set up the "General information import" task

To set up the General information import task, click Edit.

The table below provides the description of the General information import task settings: