Import CSV Quotes from FTP to Pricefx | Pricefx Knowledge Base

This template fetches Quotes or Quote Line Items from CSV file located on a FTP server and imports them to Pricefx.

CSV Files Structure

Source CSV files are required to have the following structure:

Quotes

Headers:

externalRef,label,targetDate,expiryDate,additionalInfo1,additionalInfo2,additionalInfo3,additionalInfo4,inputs

Header name	Description
`externalRef`	Name / ID of the imported Quote. This will be used as a reference when importing Quote Line Items.
`label`	Label of the Quote in Pricefx.
`targetDate`	Target date of a Quote (format: YYYY-MM-DD).
`expiryDate`	Expiry date of a Quote (format: YYYY-MM-DD).
`additionalInfo1`..`additionalInfo4`	Additional information fields. Note that the data type in CSV must match the `additionalInfo` column data type. (You will get an error if you try to insert text into numeric value.)
`inputs`	Inputs of a Quote. Format of this field in CSV should be name=value pairs separated by a pipe: `inputName1=inputValue1\|inputName2=inputValue2` Example: `headerQty=5\|Customer="00003"` You can surround the field value with double quotes (“) to make sure it will be parsed as a string (see Important Notes below).

Sample CSV file:

quotes.csv

Quote Line Items

Headers:

externalRef,sku,label,folder,parent,inputs

Header name	Description
`externalRef`	External reference of the Quote that was imported in the first step (see Important Notes below).
`sku`	SKU of a Quote Line Item. If this field is empty, a folder will be created.
`label`	Name of a folder. If a label is specified in a row with a product, it will be overwritten by a template which looks up the product in the master table by SKU and fetches the label.
`folder`	Specifies if a row is a folder (true/false).
`parent`	Specifies a parent of an item. It must be a name of a folder from the CSV file.
`inputs`	Inputs of a Quote Line Item. Format of this field in CSV should be name=value pairs separated by a pipe: `inputName1=inputValue1\|inputName2=inputValue2` Example: `headerQty=5\|Customer="00003"` You can surround the field value with double quotes (“) to make sure it will be parsed as a string (see Important Notes below).

Sample CSV file:

quote_lineItems.csv

Important Notes

The steps to fully import Quotes along with their Line Items are as follows:
1. Create a template where you select “Quote” object type and specify a folder where the Quotes CSV file resides (for example “/filearea/inbound/quotes“). This will import all Quotes to Pricefx.
2. Create another template where you select “Quote Line Items” object types and specify a folder where Quote Line Items CSV file resides. This folder must be different from the one defined in the previous step (for example “/filearea/inbound/quotes/lineItems“).
When importing Quote Line Items, rows with folders must be specified before rows with products, so that folder hierarchy can be created.
The template will check fields' data types. Surround fields with double quotes (“) to make sure they will be parsed as a string. For example:
- 5 – will be parsed as Integer
- 5.0 – will be parsed as Double
- “5.0” – will be parsed as String
- someText – will be parsed as String

Installation

Go to PlatformManager > Marketplace, find Import CSV Quotes from FTP to Pricefx, select Deploy and then select a target integration instance and template version.

Configuration Steps

Choose a name of the template and Pricefx connection to be used.
Choose an SFTP connection from the dropdown list. The connection has to be defined in the target IM instance.
Configure the Integration Template parameters:
- “Skip header?” – If Yes is selected and the CSV file contains a header line, it will be skipped during file parsing. If the file contains only data and no header line, choose No.
- “Load Quotes or Quote Line Items?” – Select which object type you want to import to Pricefx (see Important Notes above).
- Use .done file?
  - If Yes is chosen, there has to be an empty marker file with the “.done” suffix added along with the actual data file. For example, if there is a data file named quotes.csv, there has to be another file quotes.csv.done added. This would only be used if the data file is generated by other integrations.
  - If No is chosen, you only need to upload the data file, without any additional marker files. This would be mostly used when the customers will be uploading the file themselves.
- “CSV file path on FTP server (relative to root path from FTP Connection configuration)” – Path to the source CSV file. Note that the path for Quotes has to be different than for Quote Line Items.