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Understand all four profiles

The SFTP pack contains four J1/J2 examples showing the effect of two successive imports under pack/exemples/, in CSV and XLSX. These files are not a test mode and must not be submitted unchanged to an active flow. Read J1 before J2 and check every header against the inbound field reference.

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full_sync + invoices

Directory: pack/exemples/full_sync_factures/

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full_sync + debtor/account balances

Directory: pack/exemples/full_sync_soldes_comptes/

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status_sync + invoices

Directory: pack/exemples/status_sync_factures/

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status_sync + debtor/account balances

Directory: pack/exemples/status_sync_soldes_comptes/

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Verify that a status only needs to be sent once

The same principle applies to Soldé, Archivé, Résolu, and other recognized statuses. The row must be submitted at least once and processed successfully. It may then be omitted. If its file is rejected or fails, submit it again on a later run.

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Know the standard limits

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Pre-activation checklist

Before enabling the schedule, confirm in writing:
  • exact profile, campaign, workflow, and granularity;
  • campaign month determined by run time and configured time zone;
  • inbound and outbound formats;
  • paths, filename pattern, alphabetical selection, and schedule;
  • authentication, pinning, and network allowlisting;
  • effects of positive, blank, zero, and negative amounts;
  • effects of Statut values;
  • handling of duplicate content, empty files, and skipped rows;
  • expected J1/J2 result;
  • rejection of temporary names by the final pattern;
  • a successful representative round trip;
  • contacts and incident procedure.

Consume outbound exports

Validate the return-flow format and data.