CSV via SFTP

Use CSV files and a secure SFTP connection to exchange data on a schedule. YBM Connect imports your product catalog and customer pricing from your server and writes customer orders back to it.

Manage your catalog

YBM Connect retrieves your complete product catalog and pricing file on the agreed schedule.

Receive customer orders

YBM Connect creates one CSV file for each customer order and uploads it to the configured destination on your SFTP server.

How the exchange works

The same SFTP connection is used in both directions: YBM Connect retrieves your catalog and pricing files and uploads customer order files to your server.

  1. Request a YBM Connect account from our support team.
  2. Configure the SFTP connection and agree the file paths, formats, encoding and schedule.
  3. Place each complete catalog or pricing file you exchange at its configured source path.
  4. YBM Connect imports the source files and uploads new customer orders to the configured destination.
  5. Test the first exchange before activating the regular schedule.

Set up your connection

SFTP Set-Up

Once you can sign in, open Settings → Integration and add your SFTP server details. The guide explains the required connection data, file paths, formats, encoding and schedule.

Configuration

Choose what to exchange

Product catalog

Use Catalog Format (v5) for new integrations to exchange product details, bundles, labels and translations.

Catalog Format

Customer pricing

Provide one complete file containing all price-group and customer-specific prices for your account.

Pricing Format

Customer orders

Receive each new customer order as a ready-to-process CSV file on your SFTP server.

Order Format

Manual upload

Use it to validate a catalog file or apply a one-time catalog update directly in YBM Connect.

Manual upload