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Accounts Overview

OVERVIEW

Accounts, also called Native Accounts, is a tool for supporting collaborative customer management in the CPQ Cloud system. Customer records can be individually created in the Accounts database or they can be bulk uploaded into the system. Once customer records exist in Accounts, they are accessible to sales agents, channel agents and full access users.

All users that have access to customer accounts in Accounts also have permission to make updates or additions to Account records. Accounts records can contain general customer information, multiple address records for billing and shipping data, and comments. To collect more specific information, FullAccess users can generate supplemental fields for capturing custom data. For more information, see Create Custom Attributes for Accounts.

A single Account record can be associated with one or more partner users. Associations are necessary if you plan to integrate Accounts with other areas of administration, such as configuration rules and Commerce documents. To learn more about associations, see Defining Associations for Accounts.

Accounts can also be integrated with Commerce to auto-fill Commerce document fields. Integrating Accounts with Commerce speeds up document creation time by eliminating redundant manual data entry.

Managing User Accounts

The Accounts section maintains customer records. Using this page you can:

ADMINISTRATION

ClosedCreating an Account (Manually)

  1. Navigate from Admin Home Page > Integration Platform > Accounts
  2. Click Add.
  3. Enter General Account Information and provide Default Bill To/Ship To Addresses.

      Customer ID and Company Name fields are required to create an Account.
  4. In Additional Information, complete any custom attribute fields.
  5. Click Add.



ClosedCreating an Account (Integration)

  1. Navigate from Admin Home Page > Integration Platform > Accounts
  2. Click Integration.

    The Integration for CRM page appears.

  3. Click Add.
  4. Enter a Name, Variable Name and Description for the new integration.
  5. In the ID field, enter the attribute variable name from the main document of a process.
  6. Click Browse to locate and add a Query Generator XSL file.
  7. Click Browse to locate and add a Query Result Parser XSL file.
  8. Click Add to add the new integration or click Cancel to go back to the page for managing integrations.

    1. A Commerce Transaction ID field will appear after you've saved the Integration.
  9. Enter a commerce Transaction ID and click Show Query Input XML or Preview SOAP XML for additional integration details.

ClosedManaging Existing Accounts

  1. Navigate from Admin Home Page > Integration Platform > Accounts
  2. Search for the Account by Customer ID, Company Name, Associated-Company or Associated-Login.
  3. Click Search.
  4. Click on the Customer IDof the Account you want to edit.

  5. Edit or enter account information in the fields provided.
  6. Click Add New Tab to add an alternate address to new and existing Accounts records.
  7. Click Associations to define account associations. See Defining Associations for more information.
  8. Click Update to save changes to information or click Back to return to the Accounts page without saving.

ClosedImporting Account Files

  1. Prepare a .CSV file for Import.
  2. Use the standard bulk upload actions to upload information.

    Click Export Master Data or Export Address Data for a template that you can use for the upload.

  3. Enter information into the available fields. Customer ID (customer_id) and Company Name (company_name) are required.

  4. Save the file and create a ZIP file.
  5. Navigate from Admin Home Page > Integration Platform > Accounts
  6. Click Import.
  7. Click Browse and choose a file.

      Only .ZIP files can be uploaded.
  8. Click Add. Repeat Steps 1-8 for all files to be imported.
  9. Select the file and click Upload.
  10. Click Refresh to see the status of the import.

  1. Click the log to verify the upload has occurred without errors.

ClosedExport Master Data

  1. Navigate from Admin Home Page > Integration Platform > Accounts
  2. Click Export Master Data.
  3. Select an option to Open or Save the file. The data will be downloaded as a ZIP file.
  4. Open the ZIP file and double-click on the .CSV file to open it.


ClosedExport Address Data

  1. Navigate from Admin Home Page > Integration Platform > Accounts
  2. Click Export Address Data.
  3. Select an option to Open or Save the file. The data will be downloaded as a ZIP file
  4. Open the ZIP file and double-click on the.CSV file to open it.


NOTES

The use of the Native Accounts functionality is disabled when a CRM integration is active.

RELATED TOPICS

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