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Integration is a term with many definitions. For software applications, it typically refers to a process that tries to link, or share, data from different software applications. These applications include CRM and ERP software.
There are many benefits to integration, including:
The CPQ Cloud application can integrate with different types of applications, in different ways.
Some integration needs can be handled by the default functionality within the software packages themselves, with some additional configuration.
Other functionality may need to be built on a custom basis, depending on the business's needs and the limitations of the software.
Integrating with Other Software Applications
CPQ Cloud supports several ways to integrate data and functionality with Oracle Commerce On Premise. These include:
This My Oracle Support page, focused on CPQ to Oracle Commerce (ATG) Integrations, contains documents to guide your CPQ Cloud-Commerce integration implementation.
CPQ Cloud supports several ways to integrate data and functionality with Oracle EBS. These include:
This My Oracle Support page, focused on CPQ Cloud to Oracle EBS integrations, contains documents to guide your CPQ Cloud-EBS integration implementations.
An integration that leverages built-in functionality. This supersedes the Oracle Fusion integration information.
There are several ways to integrate CPQ Cloud with Salesforce
Data Cube Export gives you a way to transmit CPQ Cloud data, as a text file, to another location. This is typically done to provide data to a third party reporting or warehouse tool.
Bulk Upload is used for several reasons.
Bulk Download is used for several reasons.
Similar to Bulk Uploads, FTP (File Transfer Protocol) Automation allows scheduled uploads to an FTP server. These uploads can be automatically imported into a CPQ Cloud site. Automated uploads can include:
FTP Automation is useful for CPQ Cloud sites that require stored data to be refreshed regularly. For example, your configuration might require updates to pricing tables from an ERP system.
There are additional ways to move data and files in CPQ Cloud. See the table below to determine which topic to open for more information.
|Data Tables||Import & Export of Data Tables|
|File Manager files, such as images, .PDFs, or XSL files||File Manager|
|Documents in Document Engine||Document Migration: Document Engine|
|Migration changes between CPQ Cloud environments||Migration Management Overview|
The following applications work with CPQ Cloud data to enhance the functionality within CPQ Cloud.
Many aspects of Microsoft Word are available in the Document Designer. For example, headings styles from Microsoft Word are available in Document Designer. For more information, see the topic Document Designer and Heading Styles.
Security and Login
CPQ Cloud works with several other applications to leverage their expertise in application security and login functionality.
Using OAuth, admins can grant access to their application from third-party applications without sharing user passwords.
The CPQ Cloud OAuth implementation is only compatible with Salesforce integrations.
This user authentication protocol is used to look up encryption certificates and provide "single sign-on" where one password for a user is shared between many services, or software applications.
LDAP also defines permissions set by the FullAccess users to allow only certain people to access the LDAP database and optionally, keep certain data private.
CPQ Cloud supports integration with any supplier’s LDAP for authentication.
As the name implies, using SSO allows customers to leverage their corporate infrastructure for authentication and automatically log into CPQ Cloud without the need for and additional login and re-authentication.
CPQ Cloud Single Sign-On (SSO) is configurable at the User and Partner Org levels.
There are three options:
Federated Authentication via SAML (Security Assertion Mark-Up Language)
Users are managed in an Identity Provider or Portal (IDP) which supports SAML.
If CPQ Cloud is integrating with another software application, you may need to use the Partner Info Page for authentication.
Ways to Integrate
This is Oracle's middleware product solution to easily integrate applications with each other. Any application with an integration to ICS can integrate with any other application with an integration to ICS.
The ICS interface contains both pre-defined and customized data mappings between applications. It discovers all SOAP and REST services available from CPQ Cloud.
For information on how to set up these connections, and to find out which connections have been pre-built, see the Oracle Cloud Integration page.
The Interface Catalog is a “catalog of catalogs” that provides the framework to expose and describe the available interfaces for all services supported by CPQ Cloud.
This feature is designed to discover existing SOAP and REST web services, along with their definitions, shapes, and endpoints. The Interface Catalog also provides additional information to help you discover, learn, and use the correct interface.
Integrations created within CPQ Cloud
A Configuration integration can be created with a partner system that requires CPQ Cloud Configuration data.
Admins can create Commerce Integrations for custom integrations with a CRM product other than those that are supported with a default integration (Oracle Sales Cloud, Oracle On Demand, Salesforce, or Microsoft Dynamics).
CPQ Cloud exposes objects and data through REST APIs and RESTful standards. Exposing objects and data through REST APIs promotes simpler API calls and more robust integrations using HTTP standards. With appropriate HTTP Basic authentication, any other third-party system can query CPQ Cloud’s REST APIs, get a response, and use the return data as needed.
Currently, the following CPQ Cloud objects can be accessed via REST calls:
There is also information on querying within REST APIs in the topic Query Specification Syntax.
The process of linking several applications to simplify and automate business processes.
FTP - File Transfer Protocol
FTP is a common way of transferring data. This is particularly useful for transferring large amounts of data on a regular basis.
A software system designed to support interoperable machine-to-machine interaction of a network.
WSDL - Web Service Description Language
Describes services as a collection of ports (network endpoints).