File feed contract template
Align the partner, period, expected package, acceptance, ownership, and handoff so the first live submission starts with everyone working from the same plan.
Complete planning guide
Use these questions with the business owner, import owner, and partner coordinator. The result is a shared operating brief your team can bring into DTO Flow with confidence.
Establish why the exchange exists and when it repeats.
Describe what the partner should submit and what each file is for.
Agree what makes the spreadsheet data ready for the receiving process.
Make completion and the next process unambiguous.
Completed example
A compact example shows how planning decisions become one controlled feed.
| Planning topic | Reviewed decision | How DTO Flow supports it |
|---|---|---|
| Exchange | Northwind inventory, due monthly on the third business day | Scheduled monthly feed with a clear deadline |
| Package | Inventory workbook required; supporting PDF optional | Package status shows required and supporting files |
| Matching | Workbook starts with inventory_ and includes the period | Consistent filename guidance for each period |
| Validation | Inventory sheet checks SKU, warehouse, date, quantity, status, and duplicates | Repeatable spreadsheet checks before acceptance |
| Handoff | Import owner retrieves one current accepted package | One accepted package with its full history |
How to use it
Keep the guide concise enough to review and specific enough to guide the real exchange.
Bring the receiving process owner, import owner, and partner coordinator together around one real exchange.
Use representative files to confirm formats, filenames, worksheets, columns, values, and correction expectations.
Create the shared workflow, give the partner access, make the expected package visible, and approve the agreed checks.
Put the guide into operation
The guide aligns the people; DTO Flow keeps the recurring responsibility active for every period.
Required and supporting files, naming guidance, cadence, and period become visible to everyone involved.
Assigned users and approved automation reach only the feeds and actions intended for them.
Agreed Excel and CSV checks produce repeatable results and clear correction guidance.
The receiving process works from one current accepted submission with earlier attempts retained.
Planning questions
Include the business owner, the person responsible for the receiving import or review, and the coordinator who works with the partner.
Yes. Plan Excel and CSV files together with supporting documents, then apply detailed checks to the structured files that matter to the receiving process.
Apply them to structured spreadsheet data that protects the next process. Supporting documents still remain part of the same complete, traceable package.
Bring the partner, schedule, expected package, agreed checks, and accepted handoff together in DTO Flow.
Put the reviewed decisions to work
Start with the partner, package, schedule, and receiving process you already understand.
