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1. Navigate to Partitions option

   

2. Then, input (or select) your target partition:

   

3. Click on Data Upload option. Then click on the Add button:

   

4. The Data Upload dialog will now begin:

   

5. First, we must provide a meaningful name for our Data Upload, enter “CustomerMasterLoad” as the name.

6. Next, we need to select the Pricefx entity that we will be loading, click inside the box and the list of possible entities will appear:

   

7. Select the Customer entity. Click Continue button.

8. Next, the Data Upload will need the CSV file that we will be uploading:

   

9. Drag and Drop our CustomerMaster.csv file onto the page.

10. PlatformManager will then parse the CSV file and using default parsing options it will show you a sample layout of the file:

    

1. Click Continue button.

Data Mapping

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1. When performing the data mapping we should be aware that certain Customer master table columns are mandatory (in most cases this is just the primary key column). The mapping page should now appear:

   

2. The very first column in our mapping will be IsParent?, we don’t need this column to be mapped. So, click on the trashcan icon to delete

   

3. Now, we will begin the mapping process and our first mapping will be for Customer Id (in CSV) to primary key in Customer master (which is Customer Id column). Click in the Choose field drop down:

   

4. Scroll down in the list and locate the customerid column and select it.

5. Next, we will continue to map to the pre-built “out-of-the-box” columns in Customer Master. Map Customer Name to name in Customer Master:

   

6. We don’t need the mapping of the Last Update date for our purposes. So, we can delete this mapping using the trashcan icon:

   

7. Next, perform the following mapping assignments:

   1. Customer Group to attribute1(“CustomerGroup”)

   2. Customer Type to attribute2(“CustomerType”)

   3. Customer Class to attribute3(“CustomerClass”)

8. Then, we have a series of mappings where the input and output columns have already been defined. This is due to the matching column name:

   

9. Next, we need to map the input field of Customer Currency to attribute8(“CustomerCurrency”):

   

10. There should only be 2 unmapped input fields left and here is the mapping for them:

    1. Global Customer to attribute10(“GlobalCustomer”)

    2. Sub-Region to attribute12(“SubRegion”)

       

11. Finally, we don’t need to map the remaining columns of User Group (Edit) and User Group (View). So, simply click on the trashcan icon to delete both of these mappings.

    Thus, the final data mapping should appear as:

    

12. Click Continue button. This will submit the data upload for processing:

    

13. Click on our CustomerMasterLoad upload process and select Show history from the menu options:

    

    The history of the upload will appear as:

    

1. Additionally, if there were any record failures, then we can review the log records. The upload log records can be found via Data Upload Logs link:

   

2. Finally, to verify it was successful we need to view the Customer Master in our partition. Click on Master Data | Customer:

   

3. When we return to the Customer Master (without the refresh) it will appear as:

   

4. Click on the Refresh option:

   

PlatformManager Data Upload-Products

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1. When we return to the Product Master (without the refresh) it will appear as:

   

2. Click on the Refresh option: