--- title: Yieldigo Integration Manual slug: integration.yieldigo.com createdAt: 2026-03-18T16:36:32.158Z --- :::hint{type="info"} **Version:** 03/2026 ::: Your input is valuable to us. Please share any feedback or suggestions regarding the **Integration Manual** at [projectdelivery@yieldigo.com](mailto\:projectdelivery@yieldigo.com). # Implementation Process The implementation of Yieldigo is divided into several consecutive phases. Each phase has a defined purpose, deliverables, and responsibilities for both the Client and Yieldigo. This structured approach ensures that data quality, integration processes, alignment of pricing strategy, and user adoption are addressed step by step. The overall project duration depends on the quality and complexity of the client’s data, as well as the required data transformations from both sides. The timeline is usually estimated during the data mapping session in the Discovery phase. ![](https://d3jwyy9rhyhl55.cloudfront.net/v2/4158/contents/4Bvq5BgnDrEvWyHj/mw1920_project_timeline.png "Implementation Process") ## Project Phases ### Discovery Phase - Client provides all core datasets and, if available, optional datasets (these enhance user experience and full tool functionality). - Up to three iterations of data quality feedback: identifying issues, adjusting structure/format, and defining required data transformations. - Data cleaning by the client: removing duplicates, fixing inaccuracies, and resolving missing values. Accurate data is required for smooth repricing. ### Integration Phase - **Data Implementation:** Yieldigo performs simple data mapping (merging columns, calculating values, and renaming headers). Complex transformations (business logic in scripts and handling inconsistent structures) are out of scope and may incur additional costs. - **Daily Data Flow Setup:** configuring import/export of files in an agreed format, structure, and schedule to ensure correct data availability. - **Data Validation:** implementing regular checks to detect and resolve data gaps or errors. - **Data Finalization:** last adjustments and preparation of environment configuration documentation. ### Pricing Strategy Setup - Initial tool training, pricing strategy workshops, and training materials provided. - Solution settings and application configuration aligned with business goals and pricing strategy. - Validation of data and environment architecture to confirm consistency with business requirements. ### Handover Phase - End-to-end data cycle test to verify seamless flow across client and Yieldigo systems. - Final fine-tuning of pricing solution to meet goals and rules. - Q\&A session to prepare key users for daily operations. ### Go-Live - Start of regular repricing in the production environment. ### HyperCare & Support - Period of enhanced support from the Customer Success Manager (CSM) to ensure a smooth transition from onboarding to regular operations. - Various [Service Packages](https://supportservices.yieldigo.com/) are offered for ongoing support and long-term success. ## Input and Output Data Integration The objective of data integration is to create a streamlined and automated workflow, consisting of three key stages: ![](https://d3jwyy9rhyhl55.cloudfront.net/v2/4158/contents/Xc4CMWN5MRoae5OQ/mw1920_data-integration-process.png) | **File Exchange** | **Data Validation and Transformation** | **Data Import and Processing** | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | | Client data is exported from the ERP system as a CSV-like file into a secure storage environment. The same mechanism is used for importing computed prices back into the system. | The consistency of the provided data has been verified. Detected issues are reported and, in certain cases, automatically corrected to ensure reliability and accuracy. | The validated data is imported into the system, where advanced mathematical models are applied to capture and analyze customer purchasing behavior. | # Infrastructure and Data Formats ## Data Storage and Exchange Data storage acts as the central channel for exchanging information between the client and Yieldigo. The client provides input data, which Yieldigo’s algorithms process to deliver output data in the form of computed prices. To ensure secure and reliable data exchange, Yieldigo recommends one of the following approaches, all based on the SFTP (SSH File Transfer Protocol): 1. **Yieldigo-hosted SFTP server** - Yieldigo creates and maintains an SFTP server. - The client receives the necessary credentials. - The client provides a list of IP addresses for whitelisting, ensuring that only authorized connections are allowed. 2. **Client-hosted SFTP server** - The client sets up and manages their own SFTP server with write permissions. - The client provides Yieldigo with access credentials or a certificate. - The server must be accessible via a public IP address (VPN-based access is not supported in the standard integration). - This option gives the client greater control over their data while still maintaining a secure connection with Yieldigo. **Alternative storage options** If preferred, data exchange can also be set up using **Azure Files**, **Amazon S3**, or **Keboola**. ## Data Format For data exchange, the system uses the widely adopted [CSV](https://en.wikipedia.org/wiki/Comma-separated_values) (Comma-Separated Values) format. CSV is supported by most software platforms and is both human-readable and machine-readable, making it a simple, transparent, and reliable choice for exchanging data between the client and Yieldigo. - Encoding in [UTF-8](https://en.wikipedia.org/wiki/UTF-8). - Column endings: Items are separated by a semicolon (;). - Line Endings: Rows are terminated by LF code (standard Unix format).  - Quoting: Text values are surrounded by inverted commas (").  - Escape a string for inverted commas: In case the text of an item contains inverted commas, these inverted commas are doubled (""). - Null values: (*null*) represent an empty string (without inverted commas).  - Date: A date is provided as YYYY-MM-DD (according to [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601)**). ** - Decimals: A dot-decimal notation is used (3.34 is right while 3,34 is wrong). - Header: The first row contains the column names. No capital letters and no diacritics are used. Spaces within a column name are represented by an underscore (\_). The columns' order and names are table-specific (e.g., store\_id, product\_id). Identifiers for all entities may contain only **alphanumeric characters** (A–Z, a–z, 0–9) without spaces or special symbols. # Import Dataset Requirements To ensure a seamless implementation and an optimal environment setup, datasets should be provided in the structure and format described in the **Mandatory** and **Optional Dataset** sections. - **Mandatory Dataset** Files that are required to build and initialize the Yieldigo instance. - **Optional Dataset** Files that are not strictly required but strongly recommended. They enrich the user experience and enable advanced features such as attribute-based filtering and product family creation. | **Data Attribute** | **Importance** | **Function/Usage in the Application** | | ------------------ | ---------------------------------------------- | ----------------------------------------------------------- | | Categories | Mandatory | Categories visualization | | Products | Mandatory | List of products | | Stores | Mandatory | List of stores | | Zones | Mandatory | Stores with the same price list | | Actual Prices | Mandatory | The list of the current prices of the products | | Competitor Prices | Mandatory | Pricing strategy and reference price setup | | Sales | Mandatory | Transactions history | | Brands | Recommended | Pricing strategy setup, filtering, and families combination | | Suppliers | Recommended | Filtering | | Product Classes | Recommended | Pricing strategy setup, filtering | | Promotions | Recommended | Pre/post promo price change freeze | | Families | Recommended | Product relations | | Locked Products | Optional | Products | | Logo | Optional | Personalization of the instance | | Rounding Rules | Optional | Rules for the final price rounding | | Cross-check | Recommended (after the Sales data is provided) | Data cross-check of the provided dataset |