Step 5-Using Integration Templates (Dell Boomi-Load Product)

1. Go to URL: https://platform.pricefx.com/

    

   Open

   

2. If you are a Pricefx employee, click on Login with O365.

Access Integration Templates

1. Navigate to Marketplace and select Integration Templates

   Open

   

2. Select the Import CSV from FTP to Pricefx option:

3. Click on the Deploy button.

4. From the drop-down list select your IntegrationManager instance. Click on the Deploy button.

5. The import wizard will now begin:

   NOTE: When using Integration Templates option, only the default IM connection will be used and that connection name must be “pricefx”. It will search for a connection name called pricefx, if it doesn’t exist then this step will fail.

6. Update the Name to CSV Import-Product, click Next button.

7. The CSV FTP import panel will appear:

8. On the panel, we will need to input the FTP information received via email for Instance Manager (userid, password, server and port address). Refer to this email for this information.

1. Next, we need to update FTP path to reflect the location on the FTP server where uploaded file will be stored. All IM servers have a default path of /filearea/inbound, we will append to this the folder for our integration data. Update FTP path to /filearea/inbound/products.

2. Click Test SFTP Connection button.

3. Click Next button.

4. Next, we need to drag and drop our CSV file for the upload:

5. Drag and drop ProductMaster.csv onto the page.

6. The default parsing will appear for the first three rows:

7. Verify that the CSV file is being parsed correctly. Click Continue button.

8. Next, we need to select the Entity Type of Product:

9. Now we need to perform the data mapping to link our CSV columns to Product Master in our partition:

NOTE: The Product Id and Product Name are considered mandatory fields. If the partition is empty and contains definition of Product Master as “out-of-the-box”, then no automatic mapping is created.

1. First, we will map the Pricefx mandatory fields:

2. Next, we will assign the remaining CSV columns to attribute(s) column(s) in our Product Master:

   1. Product Family to attribute1(“ProductFamily”)

   2. Business Unit to attribute2(“BusinessUnit”)

   3. Product Category to attribute3(“ProductCategory”)

   4. Product Group to attribute4(“ProductGroup”)

   5. Product Type to attribute5(“ProductType”)

   6. Product Currency to attribute1(“currency”)

3. 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.

4. Then perform the following mappings:

5. The next columns are being mapped automatically:

6. Finally, we need to map the following columns:

7. The last two column mappings (User Group Edit and User Group View) are not needed and the mappings can be deleted.

8. Click Continue button.

9. The data mapping and loading of the Product master will now be accomplished:

10. Click Finish button.

    NOTE: These steps have defined the file mapping and the location of where the CSV file will be loaded. As soon as the CSV file appears, then the it will be mapped and loaded into the partition.