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In this tutorial you will learn how to upload data into the product master table, but the principle is the same for the other tables too.
Note, that : Excel Client is a tool written in MS Visual Basic using macros and . It is available as a downloadable Excel sheet from the Pricefx menu MasterDataMaster Data. It is working works only on the desktop version of MS Excel for Windows (Mac is not supported).
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Before you use Excel Client, ensure , that your destination table has at least one record. If the table is empty, add one “dummy” record to the table. This is important, otherwise Excel Client will not be able to properly read metadata.
Here, we created the product ABC:
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To download the Excel Client, navigate to .
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When asked, click on the Enable Content button.
Then the client will login log in to the backend automatically. This can take a couple of seconds. It’s It is possible to log in automatically, because the Excel Client file is downloaded including an access token. Note , that this token expires after some time, so if you would try to open the XLSM file later, it will require login information. It’s It is usually the easiest to simply always download the Excel Client always again.
Once the Excel Client logs in to into the partition, it will show a message:
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Click OK.
From the Pricefx menu, click on the Products button.
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Note: if If your Excel window is NOT maximized, the Price f(x) ribbon might look different, and you may need to navigate this way .
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The A dialog appearsopens.
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If you only have the dummy row in the table, or only a small amount of data, then click on Download All Items. If you have thousands of products already and you’re you only uploading want to upload some additional ones, then setup set up a filter and then use Download Filtered Set.
View the result.
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Paste your new data into this Excel Client sheet. Ensure you paste the data into proper columns , because it’s high it is highly likely , that your data file with data has columns in different order than are here in Excel Client. Note , that for columns ordering Excel Client is using for ordering of columns uses the same Preferences , which are used by the user interface , when you open the Product master page.
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Note, that the : The “N” flag means , that those rows will be uploaded to the Pricefx partition as new data.
From the Excel Client sheet, click on the Price f(x) menu.
From the Excel toolbar, click the Update Server button. Click OK.
After the upload is done, return to the Products master table in the Pricefx application.
Click on the Refresh button to force the user interface to reload the data from the backend.
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Examine the rows appended rows to the Products master table. Compare sample rows from the Excel sheet to verify that the product data was uploaded successfully to the Products master table.
Delete the dummy row , if you’ve you have created it. You will not need it anymore.