Scheduled Tasks


Overview

Scheduled Tasks in Sellercloud allow you to configure routine e-commerce processes for automated execution and recurrence at custom intervals. With this feature, you can streamline different tasks and significantly reduce the manual workload when managing standard e-commerce operations, such as importing information, generating picklists, exporting data, and more.

This article will guide you through the process of creating and managing scheduled tasks. To learn more about the different types, refer to Scheduled Task Types.


Create a Scheduled Task

To create a new scheduled task:

  1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
  2. Click on the green + icon at the bottom right corner.
  3. In the Create New Scheduled Task popup, add:
    • Task Type – Select the type of the desired task.
    • Task Name – A unique name for the task.
    • Company – Choose the company to which the task applies.
    • Start Time – Select the calendar date and start time of the task execution. 
  4. Click Create.
  5. A Success message validates the creation of the task. Click on the hyperlink to Enable it and to specify its details.
  6. Click Edit and select the task Frequency:
    • Start At – Indicate the start date and time.
    • Recurrence – Determine the desired execution intervals:
      • Hourly – Enables the hourly scheduler for setting hourly intervals.
      • Daily – Enable this option to appoint daily intervals or specific weekdays.
      • Monthly – Select when the task runs once per month on a specific date or on the Last Day Of Month.
      • Custom – Enable this setting to set the task for specific days of the week and times.
    • Expire Schedule – By default, scheduled tasks never expire. This optional setting allows you to determine a date and time when the task will be discontinued.
  7. If desired, add a Note about the scheduled task in the General panel. This field supports up to 300 characters.
  8. Optionally, you can set up Email Alerts to be sent to specific email addresses, upon task completion or failure.
  9. Populate the required data in the Details panel. Depending on the task type, the panel contents vary. 
  10. Choose the method to Export or Import and add the respective credentials.
    • You can Export To either FTP, VAN, or Email.
    • You have the option to Import From either FTP, HTTP, or Email.
  11. Click on the Execute task button to test the task. A Queued Job will be generated and once successfully done, the task will be completed.
  12. Once done, click Save.
Your SMTP settings must be configured in order to receive email alerts upon task completion or failure. You can also choose an email template to determine the text that appears in the body of the notification email.
Although tasks run on schedule, you can execute a task at any time. To do so, simply click on the Execute Task icon.

FTP

When your scheduled task operates via FTP, prepare the following information:

  • The FTP Server and the following credentials:
    • FTP User
    • FTP Password
    • Reconfirm the password.
    • FTP Port
  • FTP Encoding information from the FTP provider and enable the appropriate configurational details:
    • Use Passive – Enable this setting to use passive mode for data transfer. This can be helpful in bypassing firewalls filtering the data port connection from the server. 
    • Use Binary – Enable this setting for the data to be transferred in binary mode.
    • Use SSH FTP With Key Authentication – Enable this setting if the FTP connection is encrypted using SSH.
    • Use Secure FTP – Enable this setting if you are using a Secure File Transfer Protocol connection (SFTP). 
  • You can configure the task to delete the file from the FTP by choosing Delete Files after Processing. If incoming files are not cleared on the FTP server, it may cause retrieval timeouts. Enabling this option helps avoid FTP clutter.  It is strongly recommended to enable this if:
    • File dropped onto the directory is always renamed.
    • File is not set to overwrite an existing file.
  • Alternatively, you can choose to archive the file after processing by enabling the option Archive files after Processing. A sub-directory within the specified directory is required.

Email

For Scheduled Tasks that operate via Email, consider the following: 

  • You may want to create a dedicated email for your task.
  • For Gmail users: Generate an app-specific password from your Gmail account. You can get an app password here. Note that two-step verification must be enabled. Learn more about app passwords here. In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
  • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads. Navigate to your email settings and to make sure IMAP is enabled.
  • Prepare the email Credentials, Email Server, and Port. Detailed information on the appropriate server/port based on your email provider can be found here.
  • Check Server is IMAP and My Server requires SSL connection, if applicable.
  • Optionally, check Delete Email After Processing if you want Sellercloud to delete the email after the task completion. If left unchecked, the task will automatically mark the email as Read
  • Prepare your SMTP profile and the applicable SMTP settings.  
  • Choose an Email Template.

Manage Scheduled Tasks

To view and manage your Scheduled Tasks:

  1. Navigate to Settings > Scheduled Tasks and select Manage Scheduled Tasks.
  2. Use the Default and Custom filters to search for specific tasks, or just click Search to display all tasks.
  3. You can access and update a task by clicking its ID.

Actions

When you check the boxes to the left of tasks to select them, you can manage them in bulk – simply click on the Actions icon on the bottom right to perform the following operations:

  • Delete – To delete a task from the list.
  • Execute – To perform a task.
  • Clone – To duplicate a task.
  • Enable Tasks – To enable the selected tasks.
  • Disable Tasks – To enable the selected tasks.


Plugin Wizard 

Scheduled Tasks for plugin imports and exports can be configured to run periodically via the Plugin Wizard

To configure your Scheduled Tasks, navigate to Settings > Scheduled Tasks > Launch Plugin Wizard and start the Plugin Wizard.


Overview

Scheduled Tasks in Sellercloud allow you to configure routine e-commerce processes for automated execution and recurrence at custom intervals. With this feature, you can streamline different tasks and significantly reduce the manual workload when managing standard e-commerce operations, such as importing information, generating picklists, exporting data, and more.

This article will guide you through the process of creating and managing scheduled tasks. To learn more about the different types, refer to Scheduled Task Types.


Create a Scheduled Task

To create a new scheduled task:

  1. Navigate to Settings > Select a company and from its Toolbox, choose Scheduled Tasks.
  2. From the New Task Type dropdown, select the desired Task Type.
  3. In the new Scheduled Task page, add:
    • Task Name – A unique name for the task.
    • Start Time – Select the calendar date and start time of the task execution.
    • Task Recurrence:
      • Minutes – For setting minute intervals. Set the desired frequency, by adding the desired minutes in the appointed field to the right.
      • Hourly – For setting hourly intervals.
      • Daily – Appoint daily intervals or specific weekdays.
      • Weekly – Select the weekdays on which the task runs.
      • Monthly – Select when the task runs once per month on a specific date or on the Last day of month.
      • Custom – Enable this setting to set the task for specific days of the week and times.
    • Expire Schedule – By default, scheduled tasks Never expire. This optional setting allows you to determine a date and time when the task will be discontinued.
    • If desired, select the related Queued Job Priority and add a Queued Job Note about the scheduled task (this field supports up to 300 characters).
    • Optionally, you can set up Email Alerts to be sent to specific email addresses, upon task completion or failure.
  4. Populate any required data. The needed information varies, depending on the task type. 
  5. Choose the method to Export or Import and add the respective credentials.
    • You can Export To either FTP, VAN, or Email.
    • You have the option to Import From either FTP, HTTP, or Email.
  6. Once done with the task configuration, check the Scheduled Enabled box and Save the task.
Your SMTP settings must be configured in order to receive email alerts upon task completion or failure. You can also choose an email template to determine the text that appears in the body of the notification email.
Although tasks run on schedule, you can execute a task at any time. To do so, click on the Select Action dropdown, select Execute Task, and click Go.

FTP

When your scheduled task operates via FTP, prepare the following information:

  • The FTP Server and the following credentials:
    • FTP User
    • FTP Password
    • Reconfirm the password.
    • FTP Port
  • FTP Encoding information from the FTP provider and enable the appropriate configurational details:
    • Use Passive – Enable this setting to use passive mode for data transfer. This can be helpful in bypassing firewalls filtering the data port connection from the server. 
    • Use Binary – Enable this setting for the data to be transferred in binary mode.
    • Use SSH FTP With Key Authentication – Enable this setting if the FTP connection is encrypted using SSH.
    • Use Secure FTP – Enable this setting if you are using a Secure File Transfer Protocol connection (SFTP). 
  • You can configure the task to delete the file from the FTP by choosing Delete Files after Processing. If incoming files are not cleared on the FTP server, it may cause retrieval timeouts. Enabling this option helps avoid FTP clutter.  It is strongly recommended to enable this if:
    • File dropped onto the directory is always renamed.
    • File is not set to overwrite an existing file.
  • Alternatively, you can choose to archive the file after processing by enabling the option Archive files after Processing. A sub-directory within the specified directory is required.

Email

For Scheduled Tasks that operate via Email, consider the following: 

  • You may want to create a dedicated email for your task.
  • For Gmail users: Generate an app-specific password from your Gmail account. You can get an app password here. Note that two-step verification must be enabled. Learn more about app passwords here. In Gmail, go to Settings > See all settings > Forwarding and POP/IMAP > Select Enable IMAP (if not already selected) > Save Changes.
  • If you are using a new non-Gmail account: You may want to check your email settings for any settings that may prevent downloads. Navigate to your email settings and to make sure IMAP is enabled.
  • Prepare the email Credentials, Email Server, and Port. Detailed information on the appropriate server/port based on your email provider can be found here.
  • Check Server is IMAP and My Server requires SSL connection, if applicable.
  • Optionally, check Delete Email After Processing if you want Sellercloud to delete the email after the task completion. If left unchecked, the task will automatically mark the email as Read
  • Prepare your SMTP profile and the applicable SMTP settings.  
  • Choose an Email Template.

Manage Scheduled Tasks

To view and manage your Scheduled Tasks:

  1. Navigate to Settings > Select a company and from its Toolbox, choose Scheduled Tasks.
  2. By default, all scheduled tasks for the selected company will be displayed. Use the following filters, to search for specific tasks:
    • Task Type
    • Recurrence
    • Task Name
    • Last Executed From and To time
    • Task Status
  3. You can access and update a task by clicking its Name.

Actions

When you check the boxes to the left of tasks to select them, you can manage them in bulk – simply click on the Select Action dropdown to perform the following operations:

  • Delete – To delete a task from the list.
  • Execute – To perform a task.
  • Clone – To duplicate a task.
  • Enable Tasks – To enable the selected tasks.
  • Disable Tasks – To enable the selected tasks.


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