It’s important to remember that the imports can only be accessed from the server they're running on, and cannot be remotely controlled by us (ProspectSoft) or any other users. Please speak to your IT team/manager if you don't have access to your server.

Either follow the steps below, or watch this Loom video to begin managing your imports through the Automation Manager.

There will be a prompt (shown below) that will ask you what profile you wish to connect to. As you only have a single profile, simply click 'Login' and this will take you into the Automation Manager where you can see your schedules.

Each of these schedules will have a selected list of import items to run. This is to ensure that relevant data is all updated in the same import. When an import is set up to run as a service, it will run on a pre-set schedule - whether this is daily, every half hour, or every Tuesday at 1am. Once it's been created as a service, it will run automatically at these times. You can find out when a service is set to run by double clicking on the name of the service and checking the right-hand menu.

To view the imports that are currently active and set to run, return to the home screen (you can do this by just closing the active schedule you have open), and click 'Admin' then 'List of Services'.

This will show a small pop-up like the one below, listing the current imports that are set up to run as services.

Here is where you can stop, start and restart any services. You can manually select a service and click 'Stop'/'Start' (although you may get errors trying to start a service that's already running, shown by the tick box). You can also start and stop all services - you may use this in a case where you're looking to stop them for some work that's being done on your ERP, and need to prevent the imports accessing the database.

A very important note: If you're stopping all imports and don't want them to be restarted until you do it yourself, you will need to click 'Stop' under the Monitor section. This is because the Monitor is what controls the starting and stopping of a service for its pre-set times, so if you stop the products and stock import during the time it should be running, and the Monitor is active, it would restart this import at the next check. In instances you do want to stop all services for a period of time, the best process is to stop the Monitor then click 'Stop All', and ensure all services are stopped when none of them are ticked in the Running column.

If there are any issues with the imports running, you can restart them by clicking 'Restart All', and then check the Automation Schedules Report which should provide details on each run of any particular service. From here, you can also view any messages (whether data is being updated and processed) or errors for each run.