[Balance Scheduled] Periodical updates

[Balance Scheduled] Periodical updates

Available with Version

2.178 and up

Available with Version

2.178 and up

External Systems

Criteo Commerce Yield

Role:

System Administrator; Order Manager - Fulfilment

 

Overview

  • Starting with version 2.178, ADvendio users can now schedule automated Wallet balance imports using the newly renamed Connections Import Center (formerly Delivery Report Center). This feature enables recurring Balance updates for Wallets linked to selected connections.


 

Feature Highlights

  • Rename of Delivery Report Center to Connections Import Center for broader use cases.

  • Support for Wallet Balance Import as a new import type.

  • Scheduling of automated Wallet updates via the UI.

  • Selectable starting times, success/failure notifications, and connection types.


How It Works

  1. Go to the App Launcher and search for ‘Connections Import Center’ or main navigation.

  2. Click Plan Import to create a new scheduled job.

  3. Choose Import Type: Wallet Balance Import.

  4. Select the desired Connection (record types: CRITEOSSP).

  5. Set additional parameters:

    • Starting Time (multi-select)

    • Success Note Recipient / Message

    • Failure Note Recipient / Message

    • Update Wallet Status / Checkbox

The feature will trigger a daily scheduled process that retrieves and updates Wallet balances in ADvendio via the selected connection.

Here you can see what gets updated with every import


Setup Instructions (Admin)

1. Enable the Connections Import Center

  • No action needed if upgrading to 2.178. The tab label is renamed from Delivery Report Center automatically.

2. UI Label Changes

Old Label

New Label

Old Label

New Label

Delivery Report Center

Connections Import Center

Plan Delivery Report

Plan Import

Delete all planned reports

Delete all planned imports

Create/Edit your Delivery Report

Create/Edit your Import

Report Type

Import Type


Behavior and Logic

Field/Option

Behavior

Field/Option

Behavior

Import Type

New type: Wallet Balance Import

Supported Record Types

CRITEOSSP

Schedule

Daily execution based on selected time(s)

Affected Wallets

All Wallets linked to the selected Connection

Status Update

Optional checkbox to update Wallet status

Triggered Backend Action

Calls doWalletPull method internally to fetch balances