External Sync of Inventory Items

Setting Paladin Configuration

For external synchronization, the following must be done in Paladin Configuration by a Paladin TSR:

1. In Paladin, from the main menu, select File > Setup.
2. Select the ExternalSync tab.
3. In the External Sync Configuration pane, select integration type from the Select Type list.
4. In the General Settings pane, check Enable Synchronization.
5. Click Save, then click Close.

Important: You must backup your database before running this process.

This article provides instruction and information on the following:

• Single store external sync of inventory
• Multi-store external sync of inventory

Single store external sync of inventory

1. In Paladin, from the top menu, select Maintain > Data Viewer.
2. In the Data Viewer window, select the Inventory tab.
3. Select the Export tab.
4. In the Export Options pane, select Active Inventory from the Inventory Type list.
5. Select a supplier from the Suppliers list.
6. Leave Show Weekly Sales unchecked.
7. Leave Include Deleted Items unchecked.
8. Select Excel from the File Type list.
9. Click View.

Figure 1: Paladin Data Viewer/Excel File Type

10. When the Inventory field populates, click Save.

Figure 2: Paladin Data Viewer/Inventory field

11. Select a location for the file and provide a file name.
12. Click Save.
13. Open the Excel file.
14. Remove part numbers that will not change.
15. Remove all columns except PARTNUMBER and EXT_SYNC. 
16. In the Excel worksheet, change the 0 to 1 under EXT_SYNC.

Figure 3: Excel file/EXT_SYNC column

17. On the lower right-hand corner of the cell (B2), double-click click the small square. This will change the value of all EXT_SYNC cells to 1.

Figure 4: Excel file/EXT_SYNC value set to 1

18. Click Save. 
19. In the Data Viewer window, select the Inventory tab.
20. Select the Import tab.
21. Ensure Excel is selected from the list box.
22. Press Load File.
23. In your explorer, highlight the .xlsx file.
24. Click Open.
25. Under Import Options, from the Inventory Type list, select Active Inventory.
26. Make sure Add New Items is not checked.
27. Check Update Existing Items.
28. Press Import.

Figure 5: Paladin Data Viewer/Import option

29. Under Progress, the top text box gives a message of which Inventory line is being imported. The second box shows a green task bar indicating the progress of the import.

Figure 6: Progress status

30. When import is complete, the inventory.log – Notepad file opens on your desktop.

Figure 7: inventory.log Notepad file

31. Save the file.

To check if Ext Sync is set for parts:

1. 1. In Paladin, on the top ribbon, select the Inventory module.
   2. In the Part # box, enter a part number that was synced.
   3. Open the General tab.
   4. On the top of the Item Information pane, Ext Sync will be checked.

Figure 8: Item Information pane/Ext Sync checked

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Multi-store external sync of inventory

1. Make sure that external synchronization is set up in Paladin Configuration. Refer to: Setting Paladin configuration
2. In Paladin, from the top menu, select Maintain > Data Viewer.
3. In the Data Viewer window, select the Inventory tab.
4. Select the Export tab.
5. In the Export Options pane, from the Inventory Type list, select Inventory.
6. Select Excel from the bottom list.

Figure 9: Paladin Data Viewer/Export Options pane/Inventory Type/Inventory

7. Click Save.
8. Open the Excel file.
9. Remove part numbers that will not change.
10. Remove all columns except Partnumber, StoreId, and EXT_SYNC. 
11. In the Excel worksheet, change the 0 to 1 under EXT_SYNC.

Figure 10: Excel file/EXT_SYNC value set to 1

12. Click Save.
13. In the Data Viewer window, select the Inventory tab.
14. Select the Import tab.
15. Select Inventory from the Inventory Type list.
16. Select Excel from the File Type list.
17. In the Import Mode pane, check Update Existing Records.
18. Click Import Table.

Figure 11: Paladin Data Viewer/Import Options pane/Inventory Type/Excel

19. In the Inventory Price Update Mode window, the default is set to no price update. Click OK.

Figure 12: Inventory Price Update Mode window/Default set to no price update

To check if Ext Sync is set for parts:

1. In Paladin, on the top ribbon, select the Inventory module.
2. In the Part # box, enter a part number that was synced.
3. Open the General tab.
4. On the top of the Item Information pane, Ext Sync will be checked.

Figure 13: Item Information pane/Ext Sync checked

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