Go to URL: https://platform.pricefx.com/
If you are a Pricefx employee, click on Login with O365.
Verify Partition and SFTP Connections
We are going to use the IntegrationManager instance to load data into a specific partition. So, before we begin this process we need to verify our connection for this instance.
First, select your IntegrationManager instance from list:
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2. Then, open your Connections for this integration instance to verify that both the partition and SFTP connections have been created and deployed. Click on the Workspace tab:
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For use of the integration templates, we will need a partition connection for partition access and an SFTP connection to pull data files from SFTP server. |
Access Integration Templates
Navigate to Marketplace and select Integration Templates
Select the Import CSV from FTP to Pricefx option:
Click on the Deploy button.
From the drop-down list select your IntegrationManager instance. Click on the Deploy button.
The import wizard will now begin:
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NOTE: When using Integration Templates option, |
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it will display all IM connections that are of a specific type and that type is called “pricefx”. It will |
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present these in a drop-down list and if it doesn’t exist then this step will fail. |
6 . Click on the drop-down list for Pricefx connections:
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Only by selecting a partition connection can the deployment process continue. |
7. Update the Name to CSV Import-
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Customer, then click Next button.
8. Choose the SFTP Connection for the Customer URL path from the list:
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Click Next button.
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9. The Integration Properties panel will appear:
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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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Next, we need to update FTP path to reflect the location on the FTP server where uploaded file will be stored. All IM servers have a default path of /filearea/inbound, we will append to this the folder for our integration data. Update FTP path to /filearea/inbound/products.
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Click Test SFTP Connection button.
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Click Next button.
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NOTE: The directory path for the CSV file will be appended to the path defined for our SFTP connection. Thus, here we add the products folder that we created. For the purposes of our tutorial, we don’t need to make any updates or changes to these properties and can accept the default settings. |
Update the directory path to point to our customers folder on the SFTP server:
10. Click Next button.
11. Next, the Data Upload and Mapping panel will appear. On this panel we need to drag and drop our CSV file for the upload:
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12. Drag and drop
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CustomerMaster.csv onto the page.
13. The default parsing will appear for the first three rows:
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14. Verify that the CSV file is being parsed correctly.
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Then, click Continue button.
14. Next, we need to select the Entity Type of
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Customer:
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15. Now we need to perform the data mapping to link our CSV columns to Product Master in our partition:
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The mapping process within the integration template will attempt to map the CSV columns to master table metadata attribute values. If it can’t find a match, then it will leave the Output column blank. |
NOTE: The Product Customer Id and Product Customer Name are considered mandatory fields. If the partition is empty and contains definition of Product Customer Master as “out-of-the-box”, then no automatic mapping is created.
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First, we will map the Pricefx mandatory fields:
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16. You will notice that some of the CSV columns are automatically mapped to our Customer master table (all of the names that are singular are already done). Thus, we need to map the remainder:
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17. Next, we will assign the remaining CSV columns to attribute(s) column(s) in our
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Customer Master
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Product Family to attribute1(“ProductFamily”)
Business Unit to attribute2(“BusinessUnit”)
Product Category to attribute3(“ProductCategory”)
Product Group to attribute4(“ProductGroup”)
Product Type to attribute5(“ProductType”)
Product Currency to attribute1(“currency”)
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18. The next mapping is for Last Update, we don’t need this mapping so you can delete it using the trashcan icon for this mapping.
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Then perform the following mappings:
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The next columns are being mapped automatically:
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Finally, we need to map the following columns:
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19. The last two column mappings (User Group Edit and User Group View) are not needed and the mappings can be deleted.
20. Click Continue button.
The data mapping and loading of the
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Customer master will now be accomplished:
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23. Click Finish button.
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NOTE: These steps have defined the file mapping and the location of where the CSV file will be loaded. As soon as the CSV file appears, then the it will be mapped and loaded into the partition. |