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Access Integration Templates

Info

Prior to working with Pricefx Integration Templates, you should already have created (or have access to) an IntegrationManager instance. You will be referencing it in these steps.

  1. Navigate to Marketplace and select Integration Templates

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

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  3. Click on the Deploy button.

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

  5. The import wizard will now begin:

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    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:

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  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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