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Synchronizing Account Information with External Applications

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

If your Siebel administrator has set up real-time account integration between a Siebel application and another application, you can use the Update External System command to send new and modified account information from the Siebel application to the other application 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 application separately. For more information, see Synchronizing Contact Information with External Applications.

To synchronize account information with an external application

  1. Navigate to Accounts, then the 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.
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