Automate Batch Returns/Sales using SFTP

Merchants can automate the process of submitting a bulk/batch files via Secure File Transfer Protocol (SFTP).  The process is the same for Batch Returns and Batch Sales.

HOW TO SUBMIT FILES WITH SFTP

1. Set up SFTP user. 
   • Navigate to the Batch Returns & Sales page by using the navigation menu > Transaction Manager.  Ensure you are on the "Automation" tab.
   • Click the "Create Credentials" button. 
     • Document the user name, password, and SFTP location.
     • This will be the only time the password will be displayed.
     • You can reset password in the future, but AvantLink does not store this information.
2. Send the completed file to the SFTP location.
   • Submit the appropriate file.
     
     • Batch Return File requirements.
     • Batch Sale File requirements.
   • Submit only transactions that were attributed to AvantLink.   
   • The file will be processed when received.
3. Ensure the file processed.
   • After submitting the file, check the status of the file and individual records by going to the tab (Returns or Sales)

ITEMS TO REMEMBER

• Batch files should be uploaded on a daily or weekly basis. 
• Returns must be submitted within the program’s return policy (within 30 days of the order date). 
• Returns are processed on the day returned. Not the order date.