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Import Accounts from MS Dynamics to Pricefx

Import Accounts from MS Dynamics to Pricefx

Owned by Ondřej Tesař
Sept 19, 2024
1 min read

This template fetches Accounts from MS Dynamics via REST API and imports them to Pricefx Customer Master using a customer defined mapper.

Connection between PlatformManager and MS Dynamics

For details see How to Create MS Dynamics Connection.

Installation

Go to PlatformManager > Marketplace, find Import Accounts from MS Dynamics to Pricefx, select Deploy and then select a target integration instance and template version.

Configuration Steps

  1. Choose the MS Dynamics REST OAUTH2 connection to be used.

  2. Configure Integration Template parameters:

    • Cron expression for triggering import – Defines when this Integration Template should run. Example value: "0+0+*+*+*+?+*".

    • MS Dynamics API version – Version of the target MS Dynamics API. You should enter only the number without the usual "v" in the path. Example value: "9.1".

  3. Define a mapper to map Accounts from MS Dynamics to Pricefx.

Troubleshooting Tips

For details see How Data Import Works (MS Dynamics) – Accounts, Products, Price List Items.

PlatformManager version 1.75.0