Applications Administration Guide > Households >

Sending Household Information to an External System

If the Siebel administrator has set up real-time household integration between Siebel Call Center and another system in your organization, agents can use the Update External System command to send new and modified household information from your Siebel application to the other system.

By default, in the Households screen, the Update External System command triggers the business process Synchronize Household ASI. This business process sends household information to the external system, waits for a response from the external system, and updates the Siebel database with the response.

The following procedure describes how to send information about a household from Siebel Call Center to another system. This procedure assumes that the Siebel administrator has completed the work necessary to enable real-time household integration through Application Service Interfaces (ASI). For information about ASI structures, see Application Services Interface Reference. For information about setting up ASIs, see Integration Using ASIs.

To send household and contact information to an external software system

1. Navigate to the Households screen > List view.
2. Drill down on a households record.

   Follow the instructions in the procedure To add a household to create a new household record.

3. Click the Contacts view tab, and choose a contact from the list.

   If household contacts have not yet been added, follow the instructions in To add contacts to a household to specify household contacts.

4. In the contact record, drill down on the hyperlink in the Last Name field.

   The Contact form and an Activities list appears.

5. In the Contact form, click the menu button, and then choose Update External System.

   You may observe a slight pause while the information is sent and the external system's response is received.

6. Click the thread bar to return to the Household form.
7. In the Household form, click the menu button, and then choose Update External System.

   You may observe a slight pause while the information is sent and the external system's response is received.