QuoteCQ: How to Schedule your Data Source (FTP)

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. Note that this feature is only available at our Advanced tier and up.

This article explains:

• How to set up an FTP location.

• How to map the columns when uploading a Data Source file.

• What does QuoteCQ use the Data Source information for?

How to set up an FTP Location

1. Go to Configuration

2. Click Suppliers

3. Choose Data Source

4. From here, click the + next to the Data Source label to add a new setup (it won't apply to older data sources)

   

5. Choose Schedule FTP to set a time for the system to pull from an FTP location and save.

   NOTE: If you require to get a certificate key, please reach out to your Account Manager.

6. Upload your file and map the columns. This will be required only once, then it will automatically apply every time the file is updated.

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*

• 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.

     

Understanding the requested fields for FTP:

1. Currency Decimal Separator: by default, it is set to ".(dot)" but you can set the decimal separator as per your localization.

2. Currency Group Separator: by default, it is set to ",(comma)" but you can set the group separator as per your localization.

3. Data source name: This can be whatever you want it to be. It will be displayed when you use it, for instance alongside your APIs when running pricing.

4. FTP Host: This is the name of the ‘host server’, where your file will be available. It will probably resemble a website address.

5. FTP Port: This is the port by which the file can be accessed. This should be a number, most commonly 21.

6. Username: The username needed to access the FTP site.

7. Password: The password needed to access the FTP site.

8. File name: The name of the file which you want to be the data source.

Note: 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?

• BOM Insights

• Sourcing