Pricefx
Cloud pricing software for price management, optimization and quoting.
- Category
- CRM & Sales
- Type
- Pricing & quoting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, Signed JWT
- Docs
- Pricefx API docs
02Data
What you can sync.
- Price lists
- Quotes
- Products
- Customers
- Rebates
Join Pricefx price lists with billing, support and product usage to see each account in full.
Need more? Name any other Pricefx data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- A signed JWT
Pricefx uses a username and password or a signed JWT. You add the credentials once, when the AI asks for them, and it tells you where to create them in Pricefx if you need help.
04How it works
How it works in DataMind.
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Pick Pricefx.
Open Lake, pick Pricefx in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Pricefx API docs.
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Answer a few questions.
The AI reads the Pricefx documentation, then asks which credentials you will use, which data to sync (for example price lists and quotes), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Pricefx data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
