Load Customer Data (IM Templates-How To)

Owned by Mike Deskis
Last updated: Jun 02, 2022
1 min read

Overview

In this narrative, we will illustrate the use of the CSV Integration Template for FTP within the Pricefx IntegrationManager to load Customer master table in our partition. The use of PM Marketplace templates provides a quick and easy method for loading master tables, price parameter tables, data sources and data marts.

Additional templates provide the ability to load a variety of Accelerator packages (data and corresponding logic or data visualizations) directly into our partition.

Requirements

In order to be able to complete this process successfully, you will need to have the following prepared:

  • PlatformManager login credentials

  • Access to a Pricefx partition with update privileges

  • Privileges for creating or accessing an IntegrationManager instance

  • SFTP Server access credentials

  • An extract of a Customer master data

Software Needed

The following software will need to be accessible or installed and configured:

  • PlatformManager

  • IntegrationManager

  • FTP Client (WinSCP)