TABLE OF CONTENTS

Introduction


Feefo offers a convenient way to automate the upload of your sales data by sending the file directly to our server. This article provides step-by-step instructions on how to automate the upload process, the required file format, and the necessary server details. Automating the sales data upload ensures efficiency and accuracy, allowing you to collect valuable customer feedback seamlessly.

Automating the Sales Data Upload


Automating the sales data upload process is flexible, giving you the freedom to choose the method that works best for your business. As long as the file is correctly formatted and made available to Feefo, our system will process it automatically.


File Format and Naming Convention


To ensure smooth processing of your sales data, it is essential to adhere to specific file format requirements. 


Note: The file must be UTF-8 encoded to ensure compatibility with our system.


Additionally, we recommend using a specific naming convention to facilitate troubleshooting and prevent issues with generic file names.


File Naming Convention: Use the format - client_name_dateofupload.csv for your sales file. This naming convention provides clarity and ease when identifying and addressing any data processing concerns.



Note: We cannot accept generic file names



You can upload a sales file to our Feefo server, which will then be processed automatically. How you automate the upload is up to you, as long as the file is made available to us and is correctly formatted, we will process it.  


Server Details for Upload


To upload your sales file to Feefo's server, you'll need the following server details:


Server: sftp://ftp2.feefo.com
Username: [Your Merchant Identifier]
Password: [Assigned as part of the implementation process]
Port: 2222 (non-standard port)


Finding Your Merchant Identifier


To obtain your Merchant Identifier, follow these steps:


  1. Log in to your Feefo account.
  2. Click on your name in the top right corner of the hub.

Alternatively


  1. Go to 'Settings' > 'Business Details.'


Your Merchant Identifier will be available in the designated section, allowing you to complete the server details for automated sales data upload.


Conclusion


Automating the sales data upload to Feefo's server streamlines the process of collecting customer feedback. Ensure your sales file is correctly formatted and adheres to the UTF-8 encoding. Adopt the suggested naming convention for clear identification and troubleshooting. Utilise the provided server details, including the Merchant Identifier, for a smooth and successful data upload process. If you encounter any challenges or have further questions, Feefo's support team is available to assist you throughout the implementation process.