Getting Started
Your journey from signup to automated daily uploads, step by step.
Sign Up
Your ConEquip contact will send you an email invitation with a link to create your SPS account.
What you'll do: Click the invitation link, set your password, and log in.
What to expect: You'll land on the vendor dashboard with the onboarding wizard ready to guide you.
Choose Your Template
Pick the format that best fits how your systems export data. You can always change later.
Flat Template
Single spreadsheet, one row per SKU (OEM Part Number)/condition/location. Best for simple exports and smaller inventories. Accepts CSV or XLSX.
Relational Template
Multiple linked sheets (Products, Variants, Stocks, Locations). Best for ERP exports and large catalogs. XLSX only.
See the Template Guide for detailed column references and download links.
Test Upload
Upload a sample file to make sure your data structure is correct. This step has no minimum row requirements.
What you'll do: Upload a file with a few rows of real inventory data through the portal.
What to expect: The system validates your columns and data. You'll see a detailed report of any errors. Fix issues and re-upload until it passes.
Tip: Use real data, not dummy values. This helps catch issues with your actual export format early.
Full Export
Upload your complete inventory. This proves your export process can generate the full daily snapshot.
Minimums required: At least 50 products, 50 variants, and 50 stock entries.
What to expect: Same validation as the test, plus the system checks that you meet the minimum thresholds. All rows must pass validation.
Tip: This should be the same file your automated process will produce daily.
Admin Review
Once your full export passes validation with zero errors, you can request ConEquip admin approval.
What happens: A ConEquip team member reviews your data for completeness and accuracy. They may reach out with questions.
Timeline: Typically reviewed within 1–2 business days.
You'll get an email: Once the review is complete, everyone on your team will receive an email. If approved, the email includes a link to continue to automation setup. If changes are needed, the email will include the reviewer's feedback so you know exactly what to address before resubmitting.
Automation Setup
Set up how your daily files will be delivered automatically. Choose the method that works best for your systems.
SFTP
Automated file drop to a secure folder. Best for ERP/system exports.
Send files as email attachments to a dedicated address.
Portal Upload
Manual upload through the SPS web portal each day.
See the SFTP Setup guide for detailed connection instructions.
Daily Operations
You're live! Here's what happens each day once automation is active.
Your part: Your system sends one complete inventory file daily. For automated exports (SFTP), schedule it for after business hours or around 11:00 PM ET to capture the full day. For manual uploads, submit anytime between noon and midnight ET.
Our part: SPS automatically validates, processes, and publishes your data. If there's a problem, you'll get an email notification.
Your dashboard: Log in anytime to see your current inventory counts, upload history, and any validation errors.
What Happens After Setup?
Once you're sending daily uploads, the system handles the rest: