QCQ Configuration
      Back to home
      1. LearnCQ
      2. QuoteCQ
      3. QCQ Configuration

      QuoteCQ: How to Set Up a Scheduled FTP Data Source

      Connect your data to CalcuQuote using our FTP Data Source solution

      Below are the instructions to set up an FTP location to pull your data source file on your schedule.

      Index:

      How to set up an FTP Location

      1. Go to Configuration > Supplier Data > Data Source.
      2. From here, click the + next to the Data Source label to add a new setup (it won't apply to older data sources).
      3. Field the Data Source Name with any naming you'd like to use, with no spaces. This will be displayed when you use it, for instance alongside your APIs when running Update Pricing.
      4. Fill in the Current Decimal Separator: this is the character used to separate the decimals in the unit price. By default, it is set to ".(dot)", but you can set the decimal separator as per your localization.
      5. Fill in the Currency Group Separator: this is the character used to separate the thousands in the unit price. By default, it is set to ",(comma)", but you can set the group separator as per your format.
        Note! The Decimal Separator and Group Separator cannot be the same.
      6. Fill in the Column Separator, this is the character used in the .csv file to delimit the columns. By default, it is set to ",(comma)", but you can set it up as per your own format.
      7. Fill in the Default Currency, this is the currency the application will use when your file wouldn't contain such information. 
        Note!  You can include a Currency column in your file to indicate the specific currency for each line. If no currency indicated, the application will use the default one.
      8. Choose Schedule FTP. This action will display a number of fields you need to complete:
        1. FTP Host: this is the name of the host server, where your file will be available. It will probably resemble a website address.
        2. FTP Port: this is the port by which the file can be accessed. This should be a number, most commonly 21 for FTPs and 22 for SFTPs.
        3. Username: The username needed to access the FTP site.
        4. Password: The password needed to access the FTP site.
        5. File Name: the name of the file as it's saved in the FTP site. It must be exactly the same and include also the file extension. For example: "datasourcefile.csv".
        6. File Source Type: select the type of file you're setting as per the purpose of it: 
          1. BOM Insights: select this option if you want to use the file to populate your IPNs, CPNs, MPNs, Target Pricing or Current Suppliers in your BOM. You can learn more in THIS article.
          2. Pricing: select this option if you want to use the file as a source of pricing, to populate unit price and inventory information. Please check THIS article to learn more.
        7. Set up a Time of Update, a time for the application to update the connection daily. 
      9. Optionally, you can mark the Auto Run check-box. When this check-box is ticked, the data source will run automatically when the BOM gets submitted, not baing necessary that you run the data source when performing Update Pricing.
      10. Click on Save.
      11. The system will run the FTP connection right away, and it will populate the mapping screen. At this point, you need to map the file, this is, making the columns of your file match with CalcuQuote properties.

      Column Mapping

      The below columns are available for mapping with your custom data source via FTP.

      Please notice the (*) indicates the mandatory fields. No cell can be blank in those columns. Column definitions HERE

      • Supplier Name*

      • Manufacturer Name*

      • Manufacturer Part Number* - not mandatory IF there is an Internal PN for that line.

      • Unit Price*

      • Quantity Break*

      • Currency

      • Minimum Buy

      • Multiple

      • Lead Time (Weeks)

      • Current Stock Quantity

      • Authorized Reseller

      • TimeStamp

      • Supplier SKU

      • Packaging

      • Reeling

      • Product URL

      • Datasheet URL

      • ROHS

      • NCNR

      • Description

      • Lifecycle Status

      • Part Class

      • Part Type

      • Lead Qty

      • Attrition

      • No of Leads

      • MPN Notes

      • Internal PN

      • UOM

      • Customer Part Number

      • Block APIs

      • Customer Name

      • Customer Number

      • Customer Part Number

      • Target Price

      • Target Price currency

      • Custom Column: users can also map their own custom columns:

        1. Follow the normal instructions above.

        2. When you have a column that is not a standard CQ column, choose the dropdown menu and map it to "Custom".

        3. This will then display this information for the user in the CQ Price Selector (CQPS) view.

        4. Users can display the information using the hamburger icon in the top right.

        5. All custom columns will be in Green.

      Re-Mapping the Data Source file

      If you want to update the column mapping of a file already configured, you can do it from the same Configuration secion.

      1. Find the Sync Datafeed column. 
      2. Click on the import icon.
      3. The application will populate again the mapping screen where you can re-do the mapping again.

      Solving Data Source Failures

      If the Data Source import goes wrong, the user who last modified upload will receive an email notification from no-reply@calcuquote.com

      To know the reason for the failure:

      1. Go to Configurations > Supplier Data > Data Source.
      2. In the Data Source line which failed, locate the column "Status" and click where it says "Last Import Failed"
         
      3. The error message will then pop-up describing the reason for the failure.

      Custom data source failure alerts are emailed to the user that last modified the record, from no-reply@calcuquote.com

       

       What does QuoteCQ use the Data Source information for?