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Here.

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We'll learn how to set up and utilize
functionality

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allowing the automatic
updating of customer budgets.

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Once configured, this functionality
allows CSV

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files
uploaded to a specified folder to be read

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and then automatically update
customer budgets via a Megascript.

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So to begin, we'll just take a quick
look at our customers.

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So I'm just going to navigate
to customer management.

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Now, the Megascripts
that we're going to create,

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which we'll see later,

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can be configured to check for various
different customer identifiers.

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This could be the ID
number of the customer.

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It could be the email address,

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or it could be a user name
if you have one specified.

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You've got to ensure that your customer
accounts have the required data included.

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So if you want to use username
as your identifier,

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make sure that all of your customer
accounts have username.

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In our example, we're going to keep it

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simple
and just utilize the email identifier.

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So next will ensure
that the required folders are configured.

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I'm just going to go to the folders
section in our Infigo admin area.

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So in our case I have not specified
anything up until this point.

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So I'm just going to set that up
very quickly.

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I'm not going to spend much time going
through folders and print locations here.

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You'll find information on those
in other tutorial resources.

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I'm just going to very quickly
create a new print location

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just to keep these separate
from the folders.

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This isn't a necessary step.

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And then within the hop,
the print location I've just created.

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I'm going to create
a couple of new folders.

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Two folders are required
for this functionality.

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One will be the upload location
for our budget.

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CSV Files

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and the other will store processed files
once the Megascript has been run.

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And this is more for reference purposes.

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So I'm going to create two here,
which are called budgets,

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which is going to be where I actually
initially input my CSV files

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and I'm going to create a second one

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which I call in my case,

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processed budgets.

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Now these are appropriate names,

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but really you can name these folders
as you see fit.

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The only thing you really need to do
is note down the ID numbers of those two

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hot folders as

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these are going to be needed to be input
into the actual Megascript itself.

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So in my case, these are nine and ten.

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Next, we're going to start

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configuring the actual Megascript itself.

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So I'm going to navigate to the mega

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script management section,
make sure that budget is selected,

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and then click on Save.

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Next, we'll navigate

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to Megascript instances,

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and this is where we actually configure
that Megascript that we've just enabled.

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So what I want to do
is from this dropdown list on the top

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right, select the Megascript
that I want to create an instance for.

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So in this case, it's budget
and then click on Create.

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Now from here,

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we just need to complete the Megascript selection options.

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So first of all,
we'll give the Megascript a name.

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So I just call it budget two
as I think I have budget elsewhere

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on this particular storefront.

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I'll make sure
that the Megascript is enabled

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and then I've got a
few additional options here.

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Now, please
do note that if your Megascript fails

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for whatever reason, so let's say
it's not being configured quite correctly,

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then it will automatically disable
the Megascript

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so it doesn't start automatically running
when it knows it's going to fail.

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You'll need to navigate
back to this screen and re-enable it again

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in order to retry the process.

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If you wish to be able to trigger
the script manually, then select purge

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manually.

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And if you wish for the script
to run automatically in the background

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at a specified interval,
then click on run background

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that will give you a new pop up box
which you can utilize, which allows you

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to specify the interval in which
that script is run in the background.

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So in my case, just because
we want to actually demonstrate this,

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I'll just say every 2 minutes.

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Now, if we scroll down
a little bit further, we need to input

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the Megascript configuration options
into the configuration

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input here.

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Now you'll find information
on the relevant code

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on the associated step by step guide
for this particular tutorial.

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If I just show you on screen here
what it is we're trying to create.

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So we need to copy this code
into the configuration

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input box.

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Now, this code should be amended to suit

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your specific set up and requirements,
and the values

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for these are as follows.

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So starting
at the input upload location I.D.

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so this is the input of this is the ID
number of your upload hop folder.

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So remember we looked at the two IDs
for our folders when nine and ten

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nine was the one which is I want to

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which I want to upload all CSV files to.

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We then have the output folder ID.

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So this is the one where the
processed csv will be placed.

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We have customer CSV column name.

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So this specifies
the column within the CSV

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which contains the customer identifier.

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If you don't put anything in here
because it is optional,

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then this will default
to the value of customer.

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And I'll actually show you
this CSV in a moment.

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We then have find customer buy.

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So this specifies the identifier you wish
to use to locate specified customers.

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So you can use a few different options
in here.

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It could be the ID number or just ID

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email username or guid.

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In our case, I'll just use email
as that's the identify we want to utilize.

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And also it will default to email
if no entry is supplied in

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here,
we then have a amount CSV column name.

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So this specifies the column

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containing the new budget amount
in your CSV file.

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And again, this will default to the name
of amount if no entry is supplied.

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And again,
I'll show you the CSV file in a moment.

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So coming down

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a little bit further here,
we have the top up mode.

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So you can set this between a value of one
and three

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with one, two or three
each performing different actions.

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So if we have one specified in here,

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all valid customers will get the amount
that is specified

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in the CSV to their entry
added to their current budget.

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And this is regardless of the budget

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that they already have.

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If we have two written here,
if the customer's budget

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is greater than or equal to that,
that's that specified in this CSV.

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The update for that
customer will be skipped.

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So i.e.

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the minimum budget for that customer
is the amount listed in the CSV.

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And then if we put three in here,
regardless of their current budget,

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the customer budget will be updated
to match that shown in this CSV

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And then we have send emails.

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So this sends email notifications
to a customer once

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their budget has been updated.

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If you set it to true by otherwise,
if you don't want emails sent out

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sent, that's a false

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once that's been configured.

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Click on save.

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Next, we're going to navigate
back to our Hot Folders

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section

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and the process we're going to do. Now.

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Everything is configured, so we're just
going to actually test this process.

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We're going to upload some CSV files
to the particular folder

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and watch the process take shape.

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So if I go to manage
content on my input file,

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so my input folder,
so what I've named Budget.

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Now all we want to do is drag
and drop our CSV files into here.

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Now let's show you

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the format of those required CSV files.

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It's as simple as this you've got

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with a comma delimiter.

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You've got to two columns.

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The left one is what you're using
to identify the customer,

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and the right is what you're using
to identify the amount

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and then all the subsequent lines
are just going to have your identifier,

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a comma,
and then the amount you want to amend

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that budget
by based on your chosen method.

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Now you can upload more than one
file at once

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if you have it spread over
multiple CSV files.

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So for example, I have two CSV files
that we can utilize here.

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I'm just going to drag and drop those

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into this folder.

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You'll see they're uploaded and then we've
set an interval of 2 minutes now.

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Okay, so every 2 minutes
that script will be run in the background

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and those CSV files should be processed.

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So by

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refreshing our folder, I can see that it's
now empty.

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Those files have been processed.

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And if I go and navigate
to our other folder,

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which is the processed budget in my case

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and what we specified
as the output in our Megascript,

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we can see here that we have those two
sample files that I uploaded, but

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I've now been given the suffix of process
to show that they've been successful.

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Alternatively, if they hadn't
been successful, it would say failed.

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Now we can further verify
that this has worked by actually viewing

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our customers, by

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clicking on the Budgets tab.

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And we can see that the budget amount
has been updated

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based on what was in the CSV.