Import CSV from FTP to Pricefx (Templates)

Owned by Mike Deskis
Last updated: May 15, 2022
2 min read

 

Overview

This integration template will import a CSV from an FTP location and load the data into a selected Pricefx master table or datasource. It utilizes the connection to the partition to load the selected data, and after connecting to the SFTP server, it will import the data and use the mapper to sync to the Pricefx table and align the CSV attributes with the table columns and perform the update.

 

Installation

For the installation process to work successfully, you will need to following available:

  • Partition connection

  • SFTP connection

  • Defined Pricefx table structure

  • SFTP inbound folder

  • Import cron schedule

To perform the extraction via this template, go to PlatformManager > Marketplace > Integration Templates, find Export Pricefx Table to CSV via FTP, select Deploy and then select a target integration instance.

During the installation dialog, you will have the opportunity to provide specific attributes that impact the import process (skip header, use of .done file, etc)

 

Additionally, during the export process we can determine which particular attributes of the Pricefx object we need to extract the CSV file. This will create a mapping file that will link the attributes of the object in Pricefx to columns in the CSV file.

NOTE: You can select only those attribute columns that you need in the CSV file using the Add Field button on the panel. You can use either the internal names (as defined in the metadata) or the attributexx versions (attribute1, attribute2, etc).