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Synchronizing Account Information with External Systems

The Application Services Interface (ASI) feature allows you to synchronize the account data between a Siebel application and an external system in real time. This feature enables you to maintain consistent account information across your enterprise, and to eliminate manual entry of data in multiple systems.

If your Siebel administrator has set up real-time account integration between a Siebel application and another system, you can use the Update External System command to send new and modified account information from the application to the other system in real time. For more information about ASI, see Siebel Application Services Interface Reference and Integration Using ASIs.

If an account has associated contacts, you must synchronize the contacts with the external system separately. For more information, see Synchronizing Contact Information with External Systems.

To synchronize account information with an external system

1. Navigate to Accounts > Accounts List.
2. In the Accounts list, select an account record.

   To create a new account record, see Creating an Account.

3. In the Accounts list, click the menu button, and then choose Update External System.