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Managing Your Imports Through Automation Manager
Managing Your Imports Through Automation Manager

Learn how to manage your Automation Manager and restart your imports.

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

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 (the CRM team) 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.

It is always advised to check the state of your imports before restarting or stopping. Use this report to see what sections are running as well as any errors/messages they are returning. This guide is a great way of knowing if your import is 'stuck'; check to see the normal behaviour of the import and if the import hasn't finished within it's usual time-frame, use this guide to restart it.

Checking your Automation Manager Imports

If you believe Orders aren't confirming, or data hasn't been synced from your On-premise Accounting System then it's always best to check the status of your imports. Imports are what syncs data between the CRM and your On-premise Accounting System using our software called Automation Manager.

Step 1: Navigate to the Integration Schedules report

To navigate to the Integration Schedules report to view your imports, click here.

This is an overview of all your import schedules. It contains information like the Schedule ID which is needed when using Automation Manager, like in steps below, as well as how often the imports are running. Imports run either once a day or in repeating intervals within a time period each day. The time periods are customisable, you can either do this in Automation Manager or reach out to the Support Team for assistance!

Step 2: Drill Down to specific Import information

By selecting the 'View Run History' link in the report, you will see specific information about that import like when it last ran and if it's running now.

Once you've selected the import schedule you want to dive into, using the 'View Run History' link, you can see details on it's latest run. Here, we are looking at the Order Confirmation Schedule.

Using the Start and End columns you can see when the import schedule last run and last completed. Some schedules take longer than others to complete, for example the Sales Transaction schedule can take hours to complete as it updates all Sales History. Whereas, Order Confirmation or Currencies and VAT can take only 1 minute as they often don't have much data to update.

The best way to identify if a schedule has become stuck, is by checking how long it has previously taken to finish. If it seems out of the norm then it's possible they need a restart. You can find steps on restarting your imports in the next section of this article here!

Step 3: Checking for Import errors

You might occasionally notice that the schedule ran with an error, which you can see in the 'Error' column of the report.

If you navigate into the Errors section you will see more details.

We are working hard to make these errors actionable but if you get stuck, please do reach out to our Support Team, with a screenshot of the error, so they can give you advice!

Restarting your Imports

The steps below will guide you through restarting your import sections if you have noticed from the report that they are not running as expected. This will need to be completed on your server.

Step 1: Connect to the Server & Open Automation Manager

Once connected to your Server, navigate to 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.

Step 2: Check Service 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.

Step 3: View Imports

To view the imports that are currently active and set to run, select 'Admin' then 'List of Services' from the toolbar along the top.

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. If your import isn't running, then it's best to select the service and press 'Restart' or if you are having trouble with all imports use the 'All Services' section in the middle to 'Restart All' 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.

Please 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 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.

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