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Export Parts - CPQ Cloud as Parts Master

OVERVIEW

Updating the Partner Parts Database

ClosedParts


ClosedWith Parts Extended Description


Updating the Partner Price Books (Salesforce Only)

ClosedUsing a Price Books Export


ADMINISTRATION

ClosedExporting Parts with CPQ Cloud as the Parts Master

If the Partner system is Salesforce, then map the default Price Book to the Salesforce standard Price Book. Go directly to Step 6 if the Partner system is Siebel.

  1. ClosedNavigate to the Price Book ADMINISTRATION page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Parts under Products.

      The Parts Search for Admin page appears.

    3. Click List in the Price Book section.

      The Price Book Administration List page appears.

    4. Click the Name of the Price Book you want to export.

      The Price Book Administration page appears.

  2. In the Integration section, fill in the Partner Price Book ID .
    1. The Partner Price Book ID is available as a 15 character alphanumeric ID on the URL of that particular Price Book’s page on Salesforce.com.
  3. Repeat Steps 1-2 to map the chosen Price Books with the corresponding Salesforce Price Books.
    1. Price books can only be mapped in as a one-to-one relationship.
  4. Click on the Integration button to access the List Integrations page.
    1. The SOAP Generator XSL and the Result Parser XSL must be loaded for both parts import and, if applicable, Price Book import.
  5. In the List Integrations page, click the Name (for example, Import Parts or Import Price Book Entries).
  6. Load the SOAP Generator XSL and the Result Parser XSL by clicking Browse and loading the needed files.

    Default SOAP Generator XSL and Result Parser XSLs are provided via links

  7. Click Apply to save changes.

ClosedHandling Salesforce Multi-select Attributes for mapping with corresponding Attributes

Use the template provided in the Result XSL, to map the multi-select attributes of Salesforce with the corresponding attributes:

</xsl:template>

<!-- Template to replace charsIn(";") delimiter string with charsOut("~") delimiter string -->

<xsl:template name="replaceCharsInString">

<xsl:param name="stringIn"/>

<xsl:param name="charsIn"/>

<xsl:param name="charsOut"/>

<xsl:choose>

<xsl:when test="contains($stringIn,$charsIn)">

<xsl:value-of select="concat(substring-before($stringIn,$charsIn),$charsOut)"/>

<xsl:call-template name="replaceCharsInString">

<xsl:with-param name="stringIn" select="substring-after($stringIn,$charsIn)"/>

<xsl:with-param name="charsIn" select="$charsIn"/>

<xsl:with-param name="charsOut" select="$charsOut"/>

</xsl:call-template>

</xsl:when>

<xsl:otherwise>

<xsl:value-of select="$stringIn"/>

</xsl:otherwise>

</xsl:choose>

</xsl:template>

  1. Select Export Parts and/or Export Price Book Entries.
  2. Click Export to invoke the import action.
    1. You can also click Schedule, in the List Integrations page, to access the scheduler. You can schedule integrations hourly, daily, weekly, monthly, or on demand.

ClosedCRM Delta Parts Sync

The Integration of Parts, Parts Extended Descriptions, and Price Book information between CRMs and Oracle CPQ Cloud occurs incrementally so changing information. You can choose to send parts when syncing/scheduling a Delta Parts Sync; for example, when exporting and/or importing parts from the last export/import date.

  1. ClosedNavigate to the List Integrations page.
    1. Click Admin to go to the Admin Home Page.
    2. Click Parts under Products.

      The Parts Search for Admin page appears.

    1. Click List in the Price Book section.;

      The Price Book Administration List page appears.

    1. Click the Name of the Price Book you want to export.

      The Price Book Administration page appears.

    1. Click Integration.

      The List Integrations page appears.

  2. Select the Delta checkbox.

      This reduces overall Integration time.

NOTES

    Parts Export no longer includes Price Book Associations columns. Users may still import older Excel documents that contain Price Book Associations columns.

    Parts Integration is not enabled for all applications. Contact your CPQ Cloud Success Manager to enable this feature.

RELATED TOPICS

Related Topics Link IconSee Also