Customer Requirements

Objective


Migrate the customer information from a customer’s CSV file into your Pricefx artition through the use
of IntegrationManager templates while properly mapping the CSV columns into the correct data
structure and assigned attributes.


Resources


Use the following data sources and structures for this task:
• Customer Data table
- Customer Master
• Customer Extension table:
- One or more extension tables as needed
• CSV Data:
- Customer CSV file
- Cash Discount file

Data Layouts

There are multiple files related to this requirement and below are the layouts of the CSV files.


Layout of the Customers CSV file:
• Is Parent
• Customer ID
• Customer Name
• Account Group
• Top Level Hierarchy
• Top Level Hierarchy Name
• Parent Field
• Parent Field Name
• Continent
• Region
• Country
• Address
• Zipcode
• Product Line
• City
• State
• Classification
• Industry
• Customer Segment
• Currency

• Sales Org
• Customer Rank
• Sales Person
• SFDC Customer


Layout of the Cash Discount CSV file:
• Customer ID
• Discount %
• Target Date


Acceptance Criteria


Develop a data integration solution using the IM template(s) that successfully migrates the CSV data into the appropriately defined and structured table or tables in the partition. Your solution should contain the following components:

  • PlatformManager:
    a. IntegrationManager Instance and companion SFTP server
    b. SFTP folder(s)
    c. Utilization of case study partition
    d. Correct metadata definition for all of the customer’s Customer data
    e. Utilization of IM template(s) to create:
    • Mappers
    • Routes
    • Connections

  • Partition:
    a. Configured structures
    b. Populated structures