Partner File Gateway

Make partner file exchanges predictable.

Stop chasing partner files over email. Turn every recurring file exchange into a structured, secure workflow your team can trust.

Solutions

For teams that need recurring partner file exchanges to run cleanly.

Partner IntakeGive every exchange a clear starting point

Set expected files, periods, partners, and due dates so everyone knows what comes next.

Validation and SecurityCheck files before they reach your systems

Validate Excel/CSV structure, confirm incoming files meet expectations, and keep every submitted file safely archived.

Tracking and AutomationKeep the full exchange visible

Track every submission from arrival to acceptance, then make the accepted file available and signal when it is ready.

Features

Core capabilities for predictable recurring file intake.

01

Define Recurring File Exchanges

Set up each recurring exchange as a feed with its cadence, expected files, partners, and handoff path. The whole exchange is visible before anyone starts chasing the next attachment.

  • Monthly, weekly, or deadline-driven file schedules
  • Required and optional files listed up front
  • Partner access, progress, and handoff visible in one place
Explore the Partner File Gateway
Ready-to-run feedRetail inventory exchange
ScheduleMonthly1st day at 09:00
Readiness alertsWebhook activeAccepted files + events
XLSX
Inventory Report.xlsxExcel validation required
Required
PDF
Addendum.pdfArchived with the submission
Optional
Partners
NorthwindContoso+3
02

Centralize Partner Submissions

Give each partner one controlled place to submit recurring files instead of chasing attachments, shared-folder links, and status updates across email threads.

  • Partner-facing upload and download portal
  • Feed-level status for each recurring exchange
  • Original file archive for every submission
Explore the Supplier Data Upload Portal
Partner activityRecent submissions
Emily CarterNorthwind Trading
Manual uploadValidated
Lukas WeberBauer Foods
API uploadValidation failed
Hannah SchneiderRhein Supply
Partner portalTracked file
03

Set Clear File Expectations

Keep spreadsheet-heavy workflows predictable by checking structure, columns, values, dates, numbers, and duplicates before the next business process begins.

  • Excel and CSV contract validation
  • Friendly partner feedback for fixable issues
  • Accepted files are clearly identified for the next step
File receivedNorthwind Sales Report.csv was submitted on time for May 2026.
Validation Passed, file accepted:All submitted rows checked
36/36 columns found
No errors found
Warning: 'Sales Representative Name' is empty in row 505.
04

Keep Teams and Systems Ready for the Next Step

Keep people and connected systems aligned around the same accepted submission, with less manual follow-up and a clearer handoff.

  • Keep the right people informed as files move forward
  • Trigger timely updates in connected workflows
  • Connect partner and internal systems when you are ready to automate
Exchange progressAccepted submission ready for retrieval
Manual File UploadNorthWind Ltd.
ValidationCSV contract passed
DTO Flow
Notify Dianadiana.hart@northwind.com
Notify External SystemWebhook - Contoso GmbH Sync
Contoso SystemSecure API connection
05

Find the Right Partner File with Its Full Context

Find the exact partner file your team needs, together with the period, sender, and submission history that make it meaningful.

  • Every submission stays connected to its period and partner
  • Private EU cloud storage for retained partner files
  • Find and download retained partner files when your team needs them
ArchiveFebruary 2019 submission
Archive: Private EU cloud storage
PartnerNorthwind Trading
PeriodFebruary 2019
StatusAccepted
XLSX
inventory_february_2019.xlsxOriginal upload archived unchanged
CSV
inventory_january_2019.csvEarlier submitted file retained unchanged
XLSX
inventory_december_2018.xlsxEarlier accepted submission archived unchanged
06

Keep Key Actions Traceable

See who changed a feed, uploaded or downloaded a submission, and what happened next. Each action stays connected to the same accountable exchange instead of disappearing across disconnected messages.

  • See who was responsible for each action
  • Feed changes, submissions, downloads, handoffs, and validation activity in one place
  • Clear timing, responsible people, and outcomes for each recorded action
Secure activity logAttributed events across the workspace
All activitySubmissionsFeed changesAPI tokensDownloadsNotificationsValidation
ActorActionEvidenceResult
Sarah KimOperations admin
Changed feed status to ActiveRetail inventory exchange
UI sessionDraft -> Active
Changed
Marcus ReedContoso Ltd.
Downloaded May 2026 submissionSecure API connection
Authorized API accessAccess recorded
Downloaded
Claire DuboisSecurity admin
Updated automation accessWarehouse automation
Access reviewedAccess updated
Revoked
Elena NovakNorthstar Supply
Uploaded pricing_may_2026.xlsxSupplier pricing feed
Partner portalValidation passed
Accepted
Daniel MeyerData operations
Approved validation rules v4Monthly sales CSV
36 columns, 12 rulesMay 2026 onward
Active

Resources and support

Explore practical resources or talk to us.

Explore practical guides for smoother partner file intake, or speak with us about the recurring exchange you want to improve.

Contact usTalk to DTO Flow

Talk through your partner file workflow and see how DTO Flow can make the next exchange easier to run.