Who needs to be involved when setting up Dataflow Integration for the first time?

Created by Rohit Sawant, Modified on Thu, 11 Jun at 7:12 AM by Rohit Sawant

Setting up DFI for the first time is a coordinated effort between you (the customer) and your Resilinc implementation contact (which could be your Implementation Consultant, Customer Success Manager, Digital Engagement Manager, or Supplier Success Manager).
Here is what each party is responsible for:
Your responsibilities as the customer:
- Identify the data you need to load (suppliers, sites, parts, products, etc.) and work with your data team to extract it from your ERP or internal systems.
- Provide source files in the agreed format (.xlsx or .csv UTF-8).
- Review and confirm that the field mapping performed by your Resilinc contact accurately reflects the data you intended to load.
- Drop source files in the SFTP folder for each data load.
- Review data validation reports and correct any errors in your source files.
Your Resilinc contact's responsibilities:
- Train you on data requirements, mandatory fields, and Resilinc's data structure.
- Raise a request to enable the DFI module on your portal.
- Coordinate the SFTP folder setup.
- Perform and verify the AI Field Mapping for your source files.
- Guide you through test loads and validation before going live.