Step 7-Using Integration Templates (How To-Load Customer)
- Mike Deskis
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.
First, select your IntegrationManager instance from list:
2. Then, open your Connections for this integration instance to verify that both the partition and SFTP connections have been created and deployed. Click on the Workspace tab:
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:
NOTE: When using Integration Templates option, it will display all IM connections that are of a specific type and that type is called “pricefx”. It will present these in a drop-down list and if it doesn’t exist then this step will fail.
6 . Click on the drop-down list for Pricefx connections:
Only by selecting a partition connection can the deployment process continue.
7. Update the Name to CSV Import-Customer, then click Next button.
8. Choose the SFTP Connection for the Customer URL path from the list:
Click Next button.
9. The Integration Properties panel will appear:
Update the directory path to point to our customers folder on the SFTP server:
10. Click Next button.
11. Next, the Data Upload and Mapping panel will appear. On this panel we need to drag and drop our CSV file for the upload:
12. Drag and drop CustomerMaster.csv onto the page.
13. The default parsing will appear for the first three rows:
14. Verify that the CSV file is being parsed correctly. Then, click Continue button.
14. Next, we need to select the Entity Type of Customer:
15. Now we need to perform the data mapping to link our CSV columns to Product Master in our partition:
NOTE: The Customer Id and Customer Name are considered mandatory fields. If the partition is empty and contains definition of Customer Master as “out-of-the-box”, then no automatic mapping is created.
16. You will notice that some of the CSV columns are automatically mapped to our Customer master table (all of the names that are singular are already done). Thus, we need to map the remainder:
17. Next, we will assign the remaining CSV columns to attribute(s) column(s) in our Customer Master.
18. The next mapping is for Last Update, we don’t need this mapping so you can delete it using the trashcan icon for this mapping.
19. The last two column mappings (User Group Edit and User Group View) are not needed and the mappings can be deleted.
20. Click Continue button.
The data mapping and loading of the Customer master will now be accomplished:
23. Click Finish button.