Propello POS Integration Guide

What is this?

Propello is a point-of-sale system Margin Master works with for both Ace Hardware and Do it Best stores. It is file-based: you run the inventory export in Propello and Margin Master reads that file, then Margin Master writes your new retails to a CSV that you import back into Propello.

Walk through it in the app: guide 4005 — Importing your Propello data. Margin Master can walk you through these steps live: turn on Training / Guide Mode from the Help menu, then type 4005 into the Lessons & Guides box — or ask Margin Master support to run it with you.

This guide walks through the three things a Propello store does with Margin Master, in order:

1. Options settings requirements — set the POS type to Propello and check the import and export folders.
2. Importing point-of-sale data — Data > Import Propello Data loads your items from the Propello export file.
3. Exporting price changes back to Propello — Print/Export writes a CSV you import in Propello.

1. Options settings requirements

Set the POS System Type to Propello

Open Tools > Options, and on the Store Information tab (under General Settings) set POS System Type to Propello.

Import / Export paths

Tools > Options > General Settings > Miscellaneous, group Import/Export Paths:

• Import Path — where Margin Master picks up the Propello .xlsx you exported.
• Export Path — where the price-change CSV is written.

Both default to C:\MarginMaster.

2. Importing point-of-sale data

Data > Import Propello Data (Ctrl+I)

For a Propello store the Data menu's POS-import item reads Import Propello Data (other guides call the same item Get POS Data). Press Ctrl+I or click it:

Importing from the export file

1. In Propello, run the full inventory export with all columns. A partial export — the Inventory Viewer screen export, for instance — does not carry enough columns and is rejected.
2. Save that single .xlsx into your Import Path. Keep only one Propello file there at a time.
3. Choose Data > Import Propello Data.

Margin Master looks in the Import Path for exactly one .xlsx, loads it, shows Successfully Imported N Records, and then runs the normal post-import processing (main table rebuild, selection lists).

Column report

The file's headers are checked against the standard Propello column list. A file must match more than 190 standard headers to be accepted; the only columns that must be present are Store #, Item and Retail. Some headers are spelled differently between Propello export layouts (for example Store # vs Store Number, Prim Loc vs Loc 1 - Primary) — both spellings are recognised. Margin Master records the full comparison each time, so support can tell you exactly which columns were missing from a rejected file.

3. Exporting price changes back to Propello

After running a strategy and reviewing future prices, click Print (or File > Print) to open Print/Export:

1. Send to: Propello Import CSV File — writes NewRetails.csv for you to import in Propello.
2. The Send to Propello Import CSV File button writes the file. Excel File and Label Master work as for any other POS.

All Records or Range of Records, and the Future Price = $0.00 choices, work exactly as for any file export. Only items with a future price are written.

Send to Propello Import CSV File

1. Margin Master writes {Export Path}\NewRetails.csv (an existing file is replaced) and a timestamped copy under NewRetailsExportHistory\ (30-day retention), then reports Exported N Propello Price Changes records to .
2. In Propello, import the file with the Price Change Import.

The file uses Propello's Price Change Import layout — no header mapping is needed:

The Export Options tab in Tools > Options does not affect this file; its layout is fixed.

Finish in Propello. Margin Master never finalizes price changes. After importing the file, review the changes in Propello, print labels, and finalize them — prices do not change in the store until you do.

Tips

• Always run the full inventory export (all columns). Most import failures are a partial export.
• Remove the previous export from the Import Path before saving a new one, so only one .xlsx is there.
• If a file is rejected, contact support: Margin Master keeps a record of which columns were missing.

Common Questions

Q: Which Propello export do I use? A: The full inventory export with all columns, saved as .xlsx into the Import Path.

Q: The prices I exported are not in the store yet. A: Import NewRetails.csv in Propello with the Price Change Import, then finalize the changes in Propello.

Q: Where is the export file? A: NewRetails.csv in the Export Path, with dated copies in NewRetailsExportHistory\ for 30 days.