General Information Import

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 and B2B customer templates

• 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:

Settings	Description
Run on schedule	Use this option to enable automatic running of the General information import task according to the configured schedule, or disable it to allow only manual start of the task. If you enable Run on schedule, you should enter either the interval in minutes when the task should run automatically in the Run interval (in minutes) field or enter the fixed time in the Run time field.
Run interval (in minutes)	Enter the time interval in minutes when the task should run automatically.
Run time	Enter a fixed time when the task should start automatically. Use the time picker to set the desired time. The user’s local time zone is used.
Send e-mail to administrator when task has failed	Use this option to enable or disable e-mail notifications when a scheduled task fails. If the scheduled task has failed, the webstore administrator receives an e-mail with the name of the task that failed, the name of the webstore, which is useful in case you have several webstores, when the task failed, and the error message. Thanks to this, the webstore administrator can quickly respond to problems with data synchronization.
Variant components batch size	NOTE Applies to: ERP systems which support product variants. Enter a quantity of product variant components that should be handled in one batch.
Maximum interval between retries (seconds)	Enter the maximum interval between retries. When some general information cannot be indexed for some reason, the task will make another attempt during the specified time interval.
Maximum retries count	Enter the maximum retries count. When some general information cannot be indexed for some reason, this value specifies how many times the task should try to index it again.
Maximum items to skip before failure	Enter the maximum items to skip before failure. When some general information cannot be indexed for some reason, this value specifies the amount of general information that can be skipped before the task fails.
Maximum archived log files	Enter the maximum number of log files to store. If this number exceeds, the oldest log file will be removed and the new one will be created.