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Import Parts - Partner as Parts Master

OVERVIEW

When you Update the parts database in CPQ Cloud from a partner:

ADMINISTRATION

ClosedImporting Parts with Salesforce as the Parts Master

  1. ClosedNavigate to the Price Book Administration page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      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.

      The Price Book Administration page appears.

  2. Fill in the Partner Price Book ID under the Integration section.
    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 a one-to-one relationship.
  4. Click Integration.

    The List Integrations page appears.

    1. The SOAP Generator XSL and the Result Parser XSL must be loaded for both parts import and, if applicable, Price Book import.
  5. Click Name (for example, Import Parts and/or Import Price Book Entries).
  6. Load the SOAP Generator XSL and the Result Parser XSL by clicking Browse and loading the requisite files.

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

  7. Click Apply to save changes.

ClosedImporting Parts with a Partner as the Parts Master

If the Partner system is Salesforce, see the section above. map the chosen Price Books to the corresponding Salesforce Price Books. If you are using Siebel, start at Step 6.

  1. ClosedNavigate to the Price Book Administration page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Parts in the Products section.

      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.

      The Price Book Administration page appears.

  2. Click Integration.

    The List Integrations page appears.

    1. The SOAP Generator XSL and the Result Parser XSL must be loaded for both parts import and, if applicable, Price Book import.
  3. Click Name (for example, Import Parts and/or Import Price Book Entries).
  4. Load the SOAP Generator XSL and the Result Parser XSL by clicking Browse and loading the requisite files. Default SOAP Generator XSL and Result Parser XSLs are provided via links.
  5. 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. Click Import Parts or Import Price Book Entries.
  2. Click Import 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 Integration is not enabled for all applications. Contact your CPQ Cloud Success Manager to enable this feature.

To integrate your site with either Salesforce or Siebel, contact the System FullAccess user.

RELATED TOPICS

Related Topics Link IconSee Also