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This is a quick run through how to use Excel Client to upload and manage data in Pricefx.

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Open Excel Client

  1. Go to Master Data > Excel Client. The PriceFxClient.xlsm file is downloaded.

  2. Open it in MS Excel and click Enable Editing and Enable Content to be able to use the Pricefx functionality.

  3. The Excel Client will automatically try to log you in based on your web based session information. Should this fail, you will be asked to log in using your credentials.

  4. 'Pricefx' appears in the Excel menu.

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