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User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

skubana-connection-guide

3.5.12. How to Import Data from Skubana

Key Terms

The key entities which Skubana operates on are master SKU, virtual SKU, categories, warehouse, and sales channel.

Skubana Streamline
Master SKU Item
Virtual SKU Item category right above item code.
Categories Item categories above the virtual SKU category.
Warehouse Location
Sales channel Channel

Virtual SKU is imported into Streamline as a category right above master SKU (see figure below).

Categories are imported in the opposite direction when the data hierarchy is being built in Streamline (see figure below).

Setting up categories in Skubana

Let us have two products with the following categories in Skubana (see figure below).

As you see, Skubana sorts categories in alphabetical order from A to Z. Thus, if we import these products in Streamline, we will get the data hierarchy depicted in the figure below.

But, we want the Piano category to be under the Musical instruments category. The trick is to add a prefix letter to the Musical instruments category to make Skubana sort products' categories in the proper order. For example, let's rename it to Z_Musical instruments (see figure below).

Now, Skubana sorts categories just we want them to be ordered. The result of import is shown in the figure below.

Integration Limitations

There only one integration limitation - no on-hand history is available due to the limitations of Skubana's API. It means that Streamline is not able to:

  • calculate the inventory turnover,
  • compute the number of days in the period you had run out of inventory (Stockout days), and
  • automatically determine whether lost sales are caused by a stock-out or zero demand.

Imported data

Data imported into Streamline is described in the Inventory Management Systems article.

Data Import Workflow

To create a new Streamline project from Skubana data, do the following:

1. Login to your Skubana account.

2. Open Streamline and go to the File > New > Skubana connection. The Skubana connection dialog appears (see figure below).

2. Enter or choose the date to start the import from in the Starting date control.

To get accurate forecasts, we recommend providing Streamline with at least 24 months of sales history.
2019/05/21 14:51 · admin

3. Choose the data aggregation period in the Group by control. Streamline automatically aggregates your data in the given periods (days, weeks, or months). For example, if you want to see the forecasts, purchase/replenishment plans, and other reports in months, group the data by month.

4. Click OK. Streamline starts the authorization procedure (explained below). If the authorization is successful, Streamline will import your data and create a new project.

Authorization Procedure

1. Streamline opens a Skubana's application store page with Streamline app in your default browser. Click on the down-directed arrow to install and add Streamline into your account's apps (see figure below).

2. Grant Streamline access to your data by clicking the Accept and Install button (see figure below).

3. After that, Streamline redirects you to a new page with the message shown in the figure below.

Now, you may close the browser and wait up until Streamline imports the data.

Advanced Import

The Advanced button of the connection dialog shows some additional settings that allow you to select a particular set of warehouses and channels you want to import (see figure below). You can combine channels, warehouses, or both of them.

To make use of the settings:

1. Read your warehouses and channels from Skubana by clicking. the Read button. This action may require you to go throught the authorization procedure.

2. Select the necessary warehouses and channels from the lists.

3. Choose your combine option.

  • Warehouses – combines all the selected warehouses into one virtual warehouse.
  • Channels – combines all the selected channels into one virtual channel.
2020/12/08 13:46 · admin

4. Click OK to start the data import.


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skubana-connection-guide.txt · Last modified: 2021/05/31 08:58 by admin