InfoGenesis Hosted - 2 Way Integration
Last Updated 3/13/2024
Overview
Our sync with InfoGenesis is a two-way file exchange in which we pull sales and item code data from and push item data to InfoGenesis using a shared ftp location.
This integration configuration is for Infogensis Hosted Clients.
Sync Approach
This interface contains two elements:
Yellow Dog’s sync application which will drop an item.txt file for InfoGenesis’ import/export tool to pick up and pick up sales provided by InfoGenesis
InfoGensis’ import/export tools to drop sales and item code and pick up Yellow Dog item detail
Sync Frequency
The sync can be run at any frequency but is generally scheduled to run four times per day.
Sales is limited to once per day when files are provided by InfoGenesis.
Item changes can be sent at any interval however Infogensis must reload the terminals for the changes to appear. Our sync scheduled will be provided and it is recommended that InfoGenesis schedule their side 15 minutes after ours runs.
Configuration
Our sync with InfoGenesis can also be configured as a 1-Way sync for F&B clients in which we only pull sales data using a shared ftp location.
Requirements
Client
Provide Yellow Dog a login to Universal Desktop.
POS Partner
The following information is required to fully configure Yellow Dog Inventory to interface with InfoGenesis for a 2-Way integration:
A complete list of profit center names and numbers that will contain retail inventory.
The starting number (menu_item_id) for items in each profit center.
Product Mix files containing the following information:
Whether or not items are discountable (this can be set granularly)
All item groups used
All classes used
All report categories used
All revenue categories used
All security levels used
All tax groups used
Whether or not taxes are included
**Please Note: This item code data is included in the standard product mix export from Infogenesis, but if this is a NEW InfoGenesis install, Agilysys will need to place these files on the ftp for Yellow Dog to pick up before items can be configured correctly and exported from Yellow Dog for InfoGenesis.
For pre-existing Infogenesis systems, Agilysys will need to provide a Mi_Imp.txt file in order for Yellow Dog to import all Infogenesis item data and codes.**
We will need access to a designated folder on the InfoGenesis ftp site, portal.ftp.infogenesisasp.com, where we will place our export file, MI_Imp.txt, and pick up sales and item data from InfoGenesis.
Agilysys will need to set up automated processes to import the Mi_Imp.txt, prepare the data that was imported, and to reload the terminal in order for items to be added or updated.
InfoGensis will also need to create and provide the ftp location and credentials to Yellow Dog.
Implementation is dependent on Agilysys completing their setup.
For a 1-Way Integration the following is required:
A complete list of profit center names and numbers
FTP location and credientials
Yellow Dog
Tax Group must be set for all items in Yellow Dog in order for the export file to generate.
Responsibilities
Client
If a specific starting range for new items is desired, please provide that to Yellow Dog.
POS Partner
Scheduling the import/export process.
Yellow Dog
Provided a sync schedule to the InfoGenesis team.
Data Exchange and Mapping
Sales Data
SyncYdiWithInfoGenesisHosted.exe creates a text file (named MI_Imp.txt) in the ftp location containing item changes for InfoGenesis.
Yellow Dog can export item changes to the ftp at any interval, but changes will not be imported into Infogenesis until their Imp_Exp.exe utility runs.
Imp_Exp.exe will need to be scheduled by Agilysys and we recommend that it be scheduled to run fifteen minutes after every Yellow Dog sync.
If an item is deleted or made unavailable to a store in Yellow Dog, the sync will no longer push item updates to Infogenesis. However, this does not make the item inactive in the POS.
Item Data
Sales and item setup information are sent to Yellow Dog Inventory from InfoGenesis via the designated ftp location once per day. These .txt files are generated by InfoGenesis as part of their end of day process.
Sales Files
Sales Detailed Export (SLXXXXXX.txt) ( IG calls this: Data Works Export file)
R_P_Sale_XX-XX-XXXX.txt (Sales Mix with Check Type)
R_P_C_Sale_XX-XX-XXXX.txt (Sales Mix with Check Type)
R_E_Sale_XX-XX-XXXX.txt (Sales Mix with Check Type)
R_M_Sale_XX-XX-XXXX.txt (Sales Mix)
Product Mix Files
R_V_Intv_XX-XX-XXXX.txt (Sales Interval)
R_S_Subc_XX-XX-XXXX.txt (Subcategories)
R_L_Loc_XX-XX-XXXX.txt (Locations)
R_K_Item_Sku_XX-XX-XXXX.txt (Sales Items)
R_I_Item_XX-XX-XXXX.txt (Sales Items)
R_D_Dept_XX-XX-XXXX.txt (Departments)
R_C_Cat_XX-XX-XXXX.txt (Categories)
System Codes
TBD
Additional Information
There are a few changes in newer versions of Infogenesis affecting our MI_Imp.txt file format:
Sequence 4 and 5 (POS Description 1 and 2) allows 7 characters in the older version of InfoGenesis; the newer version allows 16.
Sequence 7 has an extra space in the older version that the newer version cannot support.
Our sync is currently formatted for the older version of InfoGenesis, but can be customized for the newer version.
Limitations
The SKU numbers in InfoGenesis need to be just numbers. Any special characters like dashes (-) or dots (.) and will cause our sales pull to fail.
The InfoGenesis workstations are not immediately updated when new items are imported.
Single Infogensis servers do not support multiple Yellow Dog Databases.
Yellow Dog only supports BigInt SKUs pulled in from Infogensis.
Currently we do not support modifier sales.
InfoGen does not allow for different prices in different stores. (5/8/2023)
If an item is deleted or made unavailable to a store in Yellow Dog, the sync will no longer push item updates to Infogenesis. However, this does not make the item inactive in the POS.
Calculate Item Discount is only supported in 2-Way integration environments.
If enabled, discounts will be calculated by using the current Retail1 for the item in Yellow Dog in the store associated witht he transaction as ItemRetail for the transaction then subtracting the actual retail in the sales file.
Discounts cannot be calculated for items that do not match in Yellow Dog
DIscounts will only be accurate if the Retail1 for the item in Yellow Dog is pre-discount retail of the item
Infogenesis Local installations will now use SyncYdiWithInfogenesisHosted because direct database connection is no longer support by Infogenesis and will require the customer to own providing files to an FTP. (5/8/2023)
IG On Premise does not have the ability to output files directly to Yellow Dog’s FTP. (3/24/2024)