Instacart Integration


Instacart SFTP Catalog Integration

Sales Guide for Customers

This guide explains how the Instacart SFTP Catalog integration works in Store Dynamics and what customers need
before enabling it.

Purpose

The Instacart SFTP Catalog integration generates a catalog inventory CSV file from Store Dynamics and uploads it to
Instacart through SFTP. This helps keep the customer's Instacart storefront updated with product availability, pricing,
item identifiers, names, sizes, and pack information.

What the Integration Does

• Generates a CSV file using Instacart's minimum catalog requirements.
• Uploads the file to Instacart's SFTP server.
• Provides an Integration screen for SFTP credentials and upload settings.
• Runs the upload once per day based on the configured Daily Upload Time.
• Allows users to manually generate the catalog file, test the SFTP connection, and run an upload.

Customer Requirements

• An active onboarding process or account with Instacart.
• Instacart SFTP credentials: host, port, username, password, and remote directory if required.
• A valid Instacart location code for the store.
• Products configured correctly in Store Dynamics, including web availability, price, UPC/PLU, UOM, unit weight, and
pack size where applicable.

Configuration in Store Dynamics

Path: Integration > Instacart

Setting

Description

Enabled

Turns the Instacart integration on or off.

SFTP Host

Instacart SFTP server address.

SFTP Port

SFTP port, normally 22.

SFTP Username

Username provided by Instacart.

SFTP Password

Password provided by Instacart.

Remote Directory

Destination folder on the SFTP server, if provided.

Location Code

Store/location identifier expected by Instacart.

File Name Prefix

Prefix used in the generated catalog file name.

Daily Upload Time

Time of day when the automatic upload should run.

 

Catalog Fields Sent to Instacart

 

cost_price_per_unit

Item unit price.

cost_unit

Item UOM, such as each, lb, kg.

location_code

Configured Instacart Location Code.

lookup_code

UPC, PLU, or item number.

name

Item name or item description.

retailer_reference_code

Store Dynamics item number or internal item ID.

size

Item unit size / unit weight.

size_uom

Unit of measure for the size.

unit_count

Pack size, such as 1, 6, 8, 12.

 

 

Manual Actions:

Generate Catalog File: Creates the CSV locally so the customer or support team can review it before upload.

Test SFTP Connection: Validates the SFTP host, port, username, password, and remote directory.

Upload Catalog Now: Generates the latest catalog file and uploads it immediately to the configured SFTP destination.

Important Sales Notes:

  • The automatic upload runs once per day using the configured Daily Upload Time.
  • The customer must coordinate with Instacart to obtain production or QA SFTP credentials.
  • Public SFTP test servers may allow connection testing but often do not allow file uploads.
  • Before launch, Instacart may require a test full inventory file for review.
  • Availability is controlled by the Store Dynamics Available On Web item setting, not by current on-hand quantity.
  • Unit count is pack size, not inventory on hand. For example, a 6-pack should use unit_count = 6.

 

Official Instacart References:

Catalog Inventory File: https://docs.instacart.com/catalog/catalog_inventory_file/overview/

File Requirements: https://docs.instacart.com/catalog/catalog_inventory_file/file_specifications/file-requirements/

Minimum Catalog Requirements: https://docs.instacart.com/catalog/catalog_inventory_file/specifications/minimum-catalog-requirements/

 

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