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 Import CSV from FTP to Pricefx 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:
Only by selecting a partition connection can the deployment process continue.
7. Update the Name to Import Transaction CSV from FTP to Pricefx, then click Next button.
8. Choose the SFTP Connection for the Customer URL path from the list:
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. Products), 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.
NOTE: These steps have defined the file mapping and the location of where the CSV file will be exported. The frequency of this export is controlled by the CRON settings.