Step 6-Using Integration Templates (How To-Export Customers)
- Mike Deskis
Go to URL: https://platform.pricefx.com/
2. 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.
3. First, select your IntegrationManager instance from list:
4. 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 Export Pricefx Table to CSV from FTP option:
3. 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:
6 . Click on the drop-down list for Pricefx connections and select your partition connection.
Only by selecting a partition connection can the deployment process continue.
7. Update the Name to Export Customer Table to CSV via FTP, then click Next button.
9. Next, select the outbound SFTP connection:
Click Next button.
9. The Integration Properties panel will appear:
After selecting the table to exported (ie. Customer), we can configure the frequency of this export opertation and the location of the exported file.
We need to update the Directory Path to reflect the relative location where the CSV file for our transactions data will be located, it should appear as shown below:
10. Click Next button.
11. Next, the ExportMapping panel will appear., using The Add Field button we can create the necessary mapping for the Product elements to export:
Click Next button.
The data mapping and loading of the Customer master will now be accomplished:
23. Click Finish button.