Yellow Dog/InfoGenesis Integration Overview

Yellow Dog/InfoGenesis Integration Overview

The document will provide an overview of the Yellow Dog InfoGenesis Integration 

Integration Approach 

This integration can be setup as a 1Way (Sales Pull Only) or a 2Way (Pull Sales & Push Items) 
  1. Sales – pulled in from a .txt file provided by InfoGenesis 
  2. Codes – Pulled in from a .txt file provided by InfoGenesis
  3. Items – Pulled in from a file provided by Yellow Dog 

Requirements for items to Push to InfoGenesis 

  1. Item must be set to Publish 

  1. Item must be Active = NOT removed 
  2. Items must be available to the store
  3. Item must not POS Blocked -- this can be checked in the interface codes as of sync view. From this view, users can also quickly identify that Publish is enabled, and that the item is available to the store. 
  1. Item must have interface Discountable set
  2. Item must have interface Menu Item Group set
  3. Item must have interface Product Class set
  4. Item must have interface Report Category Set
  5. Item must have interface setting Revenue Category set
  6. Item must have interface setting Security Level set
  7. Item must have interface setting Tax Group set
  8. Item must have interface setting Tax Included set
  1. Item SKUs cannot match any pre-existing items in IG, unless sales should be reported to that item. 

Item Management Best Practices: 

  1. Updates and edits to items should be made in Yellow Dog and allowed to push to InfoGenesis. If updates are made directly in InfoGenesis, it will be overwritten by Yellow Dog the next time the integration runs. 
  2. If an item is deleted or made unavailable to a store in Yellow Dog, the sync will no longer push item updates to InfoGenesis. However, this does not make the item inactive or remove it in the POS.

Limitations: 

  1. Sales files are provided by InfoGenesis once a day
  2. Different retail prices in different stores are not supported
  3. InfoGenesis processes item files prior to item updates being available to workstations. This means that item updates are typically not seen by users for several hours after item updates are sent to InfoGenesis. 
  4. Currently we are not provided with the correct file to support modifiers for 1-Way integrations.
  5. Special characters not supported in SKUs 

For more information on the InfoGenesis visit help.yellowdogsoftware.com/infogenesis-hosted/




    • Related Articles

    • Yellow Dog/Toast Integration Overview

      This document will provide an overview of the Yellow Dog Toast Integration Integration Approach This is a 1Way Integration – Pull sales only Sales – Pulled from the Toast API Items – Can be matched on SKU Item management best practices Yellow Dog ...
    • Yellow Dog/Roller Integration Overview

      This document will provide an overview of the Yellow Dog Roller Integration Integration Approach This integration can be set up as a 2Way - Pull sales & Push items or a 1Way - Pull sales Sales – Pulled from Roller Webhook Codes – Pull from Roller API ...
    • Yellow Dog/Silverware Integration Overview

      This document will provide an overview of the Yellow Dog Silverware Integration Integration Approach This can be setup as a 2Way – Push items and Pull sales or a 1Way – Pull sales Sales – Pulled from the Silverware API Codes – Pulled from the ...
    • Yellow Dog/Revel Integration Overview

      This document will provide an overview of the Yellow Dog Revel Integration Integration Approach This can be set up as a 2Way – Push items and Pull Sales or a 1Way – Pull Sales Sales – Pull from Revel Webhook Codes – Pull from Revel API Items – Push ...
    • Yellow Dog/Book4Time Integration Overview

      This document will provide an overview of the Yellow Dog Book4Time Integration Integration Approach This is a 2Way Integration – we present item information and are provided sales information. NOTE: There is no sync application that can be controlled ...
    • Recent Articles

    • Yellow Dog Inventory Troubleshooting: Unable to start Auto-Restock for upcoming event

      This article will help you identify and resolve why you are unable to create an ‘Auto-Restock’ Issue The ‘Create New Auto-Restock’ button is greyed out, cannot be clicked on and a new auto restock cannot be created. Causes The event has not been ...
    • How To: Import Interfaces by Level using Balto

      This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...
    • How To: Update Par & Re-Order Points via the Balto Import Tool

      This document will review how to update Par & Re-Order Points via the Balto import tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • How To: Update Items Store Availability via the Balto Import Tool

      This article will review how to update items store availability with the Balto Import Tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • Yellow Dog/Jonas File Exchange Overview

      This document will provide an overview of the Yellow Dog Jonas File Exchange Integration Integration Approach This is a 2Way integration – pull sales and push items • Sales – pulled from a file • Items – pushed to .csv file • Codes – Inserted into ...