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Updating Contact Information in External Systems

If the Siebel administrator has set up real-time integration of contacts between Siebel Sales and a back-office system or other systems in your organization, you can use the Update External System command to send new and modified contact information from Siebel Sales to another system.

This Application Services Interface (ASI) feature allows a real-time contact data update between Siebel and a third-party external system, maintaining consistent customer information across the enterprise and eliminating manual entry of customer data in multiple systems.

The Update External Systems command also can be used to synchronize account data with external systems. For more information, see Updating Account Information in External Systems.

This procedure assumes that the Siebel administrator has completed the work necessary to allow real-time contact integration through ASI. For information about how to set up the Web services administration to communicate with the external system, ASI structures, configuring and customizing the ASI, see Application Services Interface Reference and Integration Using ASIs.

To update contact information in an external system

1. Navigate to the Contacts screen > Contacts List view.
2. In the Contacts list, create a new record and complete the necessary fields.
3. (Optional) Navigate to the Contacts screen > Contacts List > Accounts view.
4. (Optional) In the Accounts list, click New, and then complete the fields to associate an account with the contact.
5. In the Contacts applet, click the menu button, and then choose Update External System.