1. Sync Oracle NetSuite Customers with Oracle CX Sales and B2B Service Accounts
  2. About This Recipe

1 About This Recipe

Use this recipe to synchronize Oracle NetSuite customers with Oracle CX Sales and B2B Service accounts.

Note:

This recipe is available as Oracle NetSuite — Oracle CX Sales and B2B Service | Sync Customers and Accounts in Oracle Integration. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This recipe creates or updates a corresponding Oracle CX Sales and B2B Service account when a customer is created or updated in Oracle NetSuite. Additionally, whenever an account is created or updated in Oracle CX Sales and B2B Service, the recipe creates or updates a corresponding customer in Oracle NetSuite.

To use the recipe, you must install the recipe and configure the connection and other resources within it. The recipe contains three integration flows - Oracle NetSuite CX Sales Customer Upsert , Oracle CX Sales NetSuite Customer Create and Oracle CX Sales NetSuite Customer Update.
  • When a new customer is created or a customer record is updated in Oracle NetSuite, the user event script associated with the customer gets triggered in NetSuite. The user event script provides the JSON data of the customer and subsequently triggers the Oracle NetSuite CX Sales Customer Upsert integration flow in Oracle Integration. The integration then creates or updates a corresponding account record in Oracle CX Sales and B2B Service.
  • When a new account is created in Oracle CX Sales and B2B Service, the Oracle CX Sales NetSuite Customer Create integration flow gets triggered in Oracle Integration. The integration creates a corresponding customer record in Oracle NetSuite.
  • When an account is updated in Oracle CX Sales and B2B Service, the Oracle CX Sales NetSuite Customer Update integration flow gets triggered in Oracle Integration. The integration then updates the corresponding customer record in Oracle NetSuite.
Basic data such as customer/account name, phone, email, company name and address are synchronized between Oracle NetSuite and Oracle CX Sales and B2B Service platforms.

System and Access Requirements

  • Oracle Integration, Version 24.10 or higher

  • Oracle NetSuite

  • An account on Oracle NetSuite with the Administrator role

  • Oracle CX Sales and B2B Service

  • An account on Oracle CX Sales and B2B Service with the Administrator role