Exporting Data Out of TRIMS

In a modern multichannel world, systems are required to pass data between one and another. No longer can a system dictate which platform the retailer must use, the retailer is now able to decide. At some point you may need to get data out of your inventory system - we encourage this and in doing so, it can open up huge potential and time-saving.

To demonstrate the possibilities that integration, importing and exporting can bring to your business we need look no further than our own Magento Connector. A business with 5 individual Magento websites selling the same items will inevitably get into a mess, especially around this time of year. An item sold on Site #1 will still be available on Sites #2 through #5 leaving a huge hole for overselling. And when it comes to creating the products in the first place, this needs to be repeated on each individual site. This is unmanageable, creates a massive drain on time and resources, customers will be let-down and as a result the business will not achieve growth.

This retailer just needs to install TRIMS and setup a Magento Connector for each Magento website. Creating products once within TRIMS will also create the products on each site. Now when an item is sold on Site #1, Sites #2 through #5 will alter their stock availability automatically, minimising the chance of overselling. TRIMS pulls everything together, the infrastructure for multichannel success is now in place. The retailer could also incorporate any number of retail stores and other channels into the mix - all with real-time integration.

Without integration, importing and exporting, this would not be possible. This example is based around one of our connectors, but there are many other ways to get data out and many reasons why you would want to do so. This article covers the common ways to export data from TRIMS.

Common ways in which to export data

  1. Connectors & TRIMS API
  2. Scheduled Reports
  3. C&P Listings
  4. Explorer Tree Export

1 - Connectors & TRIMS API

Usage: For eCommerce integration and other third party system integration.
How: A third party communicates with the TRIMS API or a TRIMS Connector manages the integration.
Comments: The only option if two-way real-time integration is required.

The power and flexibility of TRIMS makes it a popular choice for managing the inventory and retail store aspects of multichannel retailers. eCommerce and WMS platforms need to get data out of TRIMS, and push it back in. This type of real-time integration is best managed through the TRIMS API or a bespoke platform connector, if one exists for the platform in question.

2 - Scheduled Reports

Usage: Periodically emails a PDF, CSV or XLSX file containing the results of a report.
How: Look for the schedule tab when creating saved reports.
Comments: A great way to provide automated management reporting to company stakeholders.

Whether it’s a daily report of sales automatically delivered to your inbox, or stock availability details emailed to a supplier's inbox, scheduled reports provide a highly configurable way to get data out of TRIMS. Scheduled reports are a great way to send filtered report data to users without TRIMS access, and directly to their inbox (company stakeholders and sales assistants for example). Although mostly used for email reporting, it’s also a simple way to push data directly into third party systems at timed intervals, where real-time communication is not required.

3 - C&P Listings

Usage: Copy & Paste item listings into Excel or Google Sheets.
How: CTRL+A on any Category, Product or Item listing, CTRL+C and then paste into a spreadsheet.
Comments: Great for quickly exporting small to medium amounts or product data.

This is a highly configurable export because you control what ends up in the listings via the Explorer Filter. Once you have configured your filter, view the results as a Category, Product or Item listing on screen, you can then copy the content out of the grid by selecting a cell and pressing CTRL+A then CTRL+C, then paste into a spreadsheet. The possibilities here are endless. I am aware of people using this function for exporting data, changing prices and re-importing. I have seen users create price lists to notify stores of pending markdowns, and at its simplest I’ve seen users copy and paste data straight into data analytic dashboards.

4 - Explorer Tree Export

Usage: High volume exporting of raw tab delimited product data.
How: Choosing Action > Export in the Explorer Tree.
Comments: Like C&P Listings but for high volumes of data.

Use the Explorer filter to configure the output data in the same way as with C&P Listings. Rather than selecting the option to view a listing, select Action > Export. You can choose which fields you want included in your export and the email address where the zipped tab delimited export will be delivered. This is the best option if you are looking to export very high volumes of data as this process runs in the background and doesn't require any visualisation on screen.

More information about the software being used in this article can be found here: TRIMS Multichannel Software

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