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1. Go to URL: https://platform.pricefx.com/

   

2. If you are a Pricefx employee, click on Login with O365.

Access Integration Templates

1. Navigate to Marketplace and select Integration Templates

   

2. Select the Import CSV from FTP to Pricefx option:

   

3. Click on the Deploy button.

   

4. From the drop-down list select your IntegrationManager instance. Click on the Deploy button.

5. The import wizard will now begin:

   

   NOTE: When using Integration Templates option, only the default IM connection will be used and that connection name must be “pricefx”. It will search for a connection name called pricefx, if it doesn’t exist then this step will fail.

6. Update the Name to CSV Import-Product, click Next button.

7. The CSV FTP import panel will appear:

   

8. On the panel, we will need to input the FTP information received via email for Instance Manager (userid, password, server and port address). Refer to this email for this information.

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