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.
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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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Only by selecting a partition connection can the deployment process continue. |
7. Update the Name to CSV Import-Product Cost, then click Next button Import Customer Cash Discount from FTP To Pricefx.
8. Choose the SFTP Connection for the Customer URL path from the list:
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Click Next button. Then, select your SFTP connection:
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Click Next button.
9. The Integration Properties panel will appear:
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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. |
11. Update the directory path to point to our PX CX folder on the SFTP server and click
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Click Next button.
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1112. 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 ProductCostsCustomer Cash Discount.csv onto the page.
13. The default parsing will appear for the first three rows:
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14. Next, we need to select the Entity Type of Product Customer Extension:
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Then choose the Entity Name of Product Costs Customer Cash Discount.
15. Now we need to perform the data mapping to link our CSV columns to Product Extension in our partition.
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The mapping process within the integration template will attempt to map the CSV columns to master extension table metadata attribute values. If it can’t find a match, then it will leave the Output column blank. |
16. You will notice that some of the CSV columns are automatically mapped to our Customer master extension table (all of the names that are singular are already done). Thus, we need to map the remainder.
17. Click Continue button. The data mapping and loading of the Customer master will now be accomplished.
1818. 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. |
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