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Updating Account Information in External Systems

If your Siebel administrator has set up real-time account integration 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 account information from Siebel Sales to another system in real-time.

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

By default, in the Accounts screen, the Update External System command triggers the business process Synchronize Account ASI. This business process sends account information to the external system, and updates Siebel with the response from the external system. This business process can be viewed by navigating to the Business Processes screen from the Site Map, and querying for the business process name.

The following procedure explains how to send account information from Siebel Sales to another system. The contacts that are associated with the account must sent separately to the external system. For more information, see Updating Contact Information in External Systems.

This procedure assumes that your Siebel administrator has completed the work necessary to allow real-time account 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 synchronize account information with an external system

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

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

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