Integration Overview
Introduction to integration of Pricefx with other systems, like ERP (SAP,…), CRM (Salesforce, …) and various types of integrations.
What Integration Covers
Types of Integration:
Data Integration - done by the Integration Team, and it covers:
Import / Export customer data, for example:
Incoming Master Data, etc.
Outgoing Quotes, Price List, etc.
System Integration - covers the settings of:
Single Sign-On (SSO).
Two Factor Authentication (TFA) - done by DevOps.
Salesforce (SFDC), SAP C4C, MS Dynamics - done by the Integration team.
Frontend Interconnection - done by the Pricefx Team, and covers:
Salesforce (SFDC) - interconnection of the frontends.
Data Integration
Components:
Pricefx Application Server
Integration Manager
External System
ERP - e.g., SAP
CRM - e.g., Salesforce (SFDC)
eCommerce - e.g., Google Shop, SAP Hybris
Quote to Cash / CPQ
Others
Channel for Data Exchange
External System ←→ Integration Manager
SFTP, with CSV, XML formats
WebService/SOAP, with XML format
Database Tables (not preferable solution)
IntegrationManager → Pricefx
REST API, with JSON format
Pricefx → IntegrationManager
Events
Pricefx → External System
HTTPS call
External System → Pricefx
REST API, with JSON format
Automation
Manual
Excel Client
PlatformManager - ad-hoc Data Upload
Automated
Integration Manager
PlatformManager (with embedded Integration Manager)
Use Cases / Scenarios
Master Data
Quote
Historical Sales Transactions
System Integration
With CRM Systems
Pricefx can be embedded into SCDF, C4C and MS Dynamics to facilitate users remaining in their familiar environment, logged in under their current user account and still use the Pricefx application.
To accomplish this integration, Pricefx created plugins (called "Applications") for those CRM systems. These plugins are available on Application Markets of those CRM systems and allow embedding of Pricefx Core application into the CRM systems.
By embedding we mean, that when you look at the CRM screen (in a browser), then Pricefx will appear as part of such screen - so for example on the top and left of the screen you will see the menus and navigation of the CRM system and in the main area of the screen you will see e.g., Pricefx Quoting. For example, see the screenshot below.
Those plugins must be installed and correctly configured.
Frontend Interconnection
Some Pricefx Applications (i.e., the CRM plugins) allow also frontend interconnection (for example, Salesforce allows it), where the two frontends (visible at the same time together in one browser window - see the screenshot above) can "talk" to each other and pass some information to each other. This is happening on the front-end side, in the browser.
Pricefx Tools/Terminology
IntegrationManager
Is an ETL tool.
Is an application separate from Pricefx Application Server, and is written in Java.
Is configured via a set of XML files or Java classes, and also by PlatformManager.
Monitoring of IntegrationManager is done via PlatformManager.
Inside, IntegrationManager has many Adapters (aka Endpoints).
PlatformManager
Is a standalone server-based tool, which serves several purposes:
UI for IntegrationManager
Package Deployments
Configuration Packages - Accelerators
Integration Packages - Integration Templates
e.g., template for regular import of CSV from FTP to Master table
Ad-hoc Data Uploads
e.g., for Master Data uploads
References
API Documentation
Documentation
Knowledge Base
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