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How can consignment data get into Consignly?

Edited:

Consignly can accept data via a number of different mechanisms.

  1. App integrations such as Zapier or MYOB
  2. The Consignly API via a Custom App
  3. A CSV file that can be uploaded to Consignly

Each of the above options allows an external data source to push data to Consignly as a consignment.

As data is received by Consignly, it is processed through the Pending Imports queue.

 

How is data processed in Consignly?

Data that is received by Consignly is processed in the background to try and automatically reconcile the data provided with the data that Consignly knows about.

By default, data that is received by Consignly will end up in the Pending Imports queue for a user to manually review and process as a consignment.

Client Partner settings can be adjusted to automatically create a consignment if data received by Consignly can be successfully reconciled.

  For outwards consignments, there's a further option that allows Consignly to automatically create consignees if destination address data is fully provided with the data sent to Consignly.  This setting will allow Consignly to automatically create the consignee and then create the consignment without user intervention, and streamline data processing.

 

What is the purpose of the Pending Imports queue?

This queue is where all the automation happens to reconcile the data provided to Consignly.

Sometimes, data provided to Consignly may be inaccurate or have missing information.  When this happens, the data can't be automatically processed into a consignment until that data is corrected.

The Pending Imports queue is the place where this information is surfaced up and can be manually reconciled by a user in order to get the data into Consignly as a consignment.

The Pending Imports queue can be accessed via the pending-imports-icon.PNG icon on the Consignments Index blade.

consignment-import.PNG

The Pending Import icon with a badge indicating there are two imports requiring attention

 

The Pending Import queue will show a list of imports that have been received by Consignly. 
If the item is being processed then it will be disabled and show a processing label.

Items that have been processed and require user intervention (to either reconcile missing data or confirm the import) will be active and can be drilled into.

pending-imports-processing.PNG

The Pending Import queue in Consignly

 

How is data reconciled?

When data is received by Consignly, an automation process runs behind the scenes to take the data provided and to match it against known information in Consignly.

For example, data that comes into Consignly requires a Client Code to match the Client Partner the data belongs to.  If the code isn't supplied, or is incorrect, then the data cannot be reconciled by Consignly, and will require user intervention.

Consignly requires well-known addresses to be used on consignments.  If data provided to Consignly doesn't have accurate address information, then a user may be required to reconcile that data to an existing address in Consignly, or by creating a new address on-the-fly.

  If incomplete address data is received by Consignly and manually reconciled, then the next time that address is received, Consignly will automatically reconcile it without requiring user intervention.