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Import Manager
Import Manger is being gradually introduced as a replacement of Excel Client. It enables modifying data in the Pricefx user interface after uploading an Excel file that has been previously downloaded from Pricefx and modified by the user. Further modifications can be done in Pricefx. An overview of changes and their validation is provided.
In the 14.0 version, only Products and Product Extensions are supported by Import Manager.
Exporting and Importing a Table in Import Manager
Follow these steps to import data to Products or Product Extensions using Import Manager:
Export the table that you want to edit. There are two ways to do it:
Click Export > Export Excel, select the option For using with Import Manager and click Download. The downloaded file will include all the table data (filtered if an advanced filter is applied).
Click Import Products and select one of the available templates:
Adjust existing data template – Downloads an Excel sheet with the data (filtered if an advanced filter is applied).
Add new data template – Downloads an Excel sheet without data, only with the table columns.
Edit the downloaded file as needed.
Go to Import Products and browse for or drag and drop your edited file.
The Import Manager page opens, providing the overview of changes in the data and validation errors.
After you have reviewed the changes and corrected the errors, click Import to finish the data import process.
Import Manager List Page
On the list page, you will find the current and past imports that have been done using the Import Manager allowing you to review and track past changes or follow up on drafts.
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To access the Import Manager list page, go to Master Data > Imports.
The list page is split into two tabs:
My Imports – Lists all imports done by you (the currently logged in user).
All Imports – Lists all other imports that you are entitled to access.
Imports do not stay in the list table forever but are automatically deleted after a certain period of inactivity. Imports in the Draft or Error status are deleted after 7 days, objects in the Finished status after 30 days. Both thresholds are configurable in the cluster config.xml but the maximum accepted value is 365 days.
Import Manager Detail Page
When you click on the list page on the name or label of an import, the detail page opens.
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The header of the page indicates where the data is imported and displays a counter of item types/statuses which also serves as a filter when you click on it.
The table contains all the imported data and you can edit, add and delete rows as required.
If necessary, you may re-upload the Excel file (Upload new file) and discard all the changes that you have made in Import Manager after the original upload.
Note:
When importing Product Extensions, you are not allowed to in-line edit business keys because it could cause unexpected behavior. You can, however, enter values for business keys when you add a new Product Extension line item here.
If the imported file contains duplicate business keys, the import will fail.
Importing a very large amount of data on AWS instances can result in a timeout that is hardcoded to 3 minutes.
Import Dialog
In Company Parameters, Customer Extensions and Seller Extensions, there is an import dialog that allows you to export data to XLSX or CSV and import the modified file back to Pricefx.
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For details see How to Import Company Parameters.
Importing Line Items in CLIC Modules
In CLIC modules (Quoting, Agreements & Promotions, Rebates, Sales Compensations), you can add items to the table on the Items tab in bulk.
Import
If you need to add a large number of line items to a Quote, Agreement/Promotion, Rebate Agreement or Compensation Plan at once, you can use the Import feature.
Prepare a spreadsheet that will contain a list of products. The first column always has to be the the line item ID (sku). Additional columns must have the same order as in the calculation logic.
Go to the items tab and click the Import items from clipboard button.
Copy the list of products from the spreadsheet and paste it to the import window on the Import tab.
Select whether you want to append the existing list of products or replace it with the imported list.
Verify that the products have been imported correctly.
Export
You can also export the Items table:
On the Export tab, click Copy Click Copy all items to clipboard.
Paste the content to a spreadsheet.
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