2 Before You Install the Recipe

You must perform the following configuration tasks on your Oracle ERP Cloud instance and FTP server in order to successfully connect to these external systems using Oracle Integration and import customer records.

Configure Oracle ERP Cloud

To access the Oracle ERP Cloud instance from Oracle Integration, you’ll require a separate user account on Oracle ERP Cloud.

Also, generate the CSV zip file with customer records, and update ESS job definition fields.

Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks.

1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You’ll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.
2. Assign the following roles to the user account. For more information on these roles, see Assign Required Roles to an Integration User.
   • Integration Specialist
   • Oracle ERP Cloud-specific data access to the integration user
3. Generate the CSV zip file.
   1. Navigate to Receivables, select Billing, and then select Customers.
   2. Click Upload Customers from Spreadsheet.
   3. In the Manage Customer Uploads page, click Download Customer Spreadsheet Template.
   4. Populate the template with all the customer details. Further, follow the instructions in the template to generate and download the CSV zip file.
4. Update the ESS job definition fields.
   1. Navigate to My Enterprise and select Setup and Maintenance.
   2. Choose Financials from the Subject Area drop-down menu. Further, click Search.
   3. In the search box, search for Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain Management, and Related Applications, and select the same from the search results.
   4. On the resulting page, navigate to the Manage Job Definitions tab.
   5. Update the following ESS job definition fields.

      Field	Description	Information to Enter
      JobDefinitionName	The name of the ESS job	UploadCustomerEss
      JobPackageName	The name of the package containing the ESS Job	/oracle/apps/ess/financials/receivables/customerSetup/customerProfileClasses/

   6. Update the parameters for each ESS job definition fields. Navigate to the UploadCustomerESS: Parameters tab to view and edit the parameters.

      Parameter	Description
      Batch Name	Enter the name of the batch in which the customers must be created in bulk
      Data File	Enter the name of the file being imported
      Batch ID	Enter the unique ID of the batch.
      ATTRIBUTE4	Specify the action. For example, CREATE.

   Note:

   If you prefer to customize any of the above-mentioned values, ensure that you make necessary changes while updating the integration properties.

Access Your FTP Server

Obtain an FTP server and ensure that you can access it.

1. Login to the server using your username and password through an FTP client; for example, FileZilla
2. Create a directory on the server to store the CSV zip file. Note down the path of the directory.