1. Getting Started with Oracle Integration Generation 2
  2. Recipes Reference
  3. Enterprise Resource Planning (ERP) Recipes
  4. Synchronize Opportunities in Oracle CX Sales and B2B Service with Oracle NetSuite Orders
  5. Install and Configure the Recipe

Install and Configure the Recipe

On your Oracle Integration instance, install the recipe package to deploy and configure the integrations and associated resources.

  1. On the Oracle Integration home page, scroll to the Accelerators & Recipes section.
  2. Click Search All.
  3. Find the recipe package that you want to install.
  4. Select the package, and then click the Install Install icon icon.
  5. After the package is installed, click the Configure Configure icon icon on the recipe card to configure the resources deployed by the package.

    The Configuration Editor page opens, displaying all the resources of the recipe package. Configure the following resources before you activate and run the recipe.

    Note:

    Optionally, you can configure the following lookup table in the package.
    • ORCL-BRT-EC_NS_SETTINGS: This lookup table contains a mapping of Oracle CX Sales and B2B Service country codes to NetSuite country codes. On your Oracle CX Sales and B2B Service instance, if you have an opportunity record associated with a country that isn't listed in the lookup table, add the mapping for that country code in the table. Additionally, this lookup table contains a default value for the internal ID of the NetSuite subsidiary to which the new sales orders will belong. To associate the new sales orders with the correct subsidiary on your NetSuite instance, enter the internal ID of the preferred subsidiary against the subsidiary field in the table. Also, against the ToEmailID field, you can enter an email ID on which you'd like to receive notifications related to the integration's execution.

Configure the Oracle REST Connection

Test and save the Oracle REST connection.

  1. On the Configuration Editor page, select Oracle REST Connection.
  2. Click Edit Edit icon.
  3. On the Oracle REST Connection page, click Test to ensure that your connection is correctly configured.
    A confirmation message is displayed if your test is successful.
  4. Click Save. If prompted, click Save for a second time.
  5. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle NetSuite Connection

  1. On the Configuration Editor page, select Oracle NetSuite Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the following details.
    Field Information to Enter
    WSDL URL

    Enter the NetSuite WSDL URL; for example, https://webservices.netsuite.com/wsdl/<NetSuite_application_version>/netsuite.wsdl.

    where <NetSuite_application_version> is the version of the NetSuite application. For example, v2015_1_0. See Assemble the Oracle NetSuite WSDL URL.

  4. In the Security section, enter the following details.
    Field Information to Enter
    Security Policy Select Token Based Authentication.
    Consumer Key Enter the consumer key of the integration record in Oracle NetSuite. See Create an Integration Record for Oracle Integration.
    Consumer Secret Enter the consumer secret of the integration record in Oracle NetSuite.
    Token Enter the token ID provided by Oracle NetSuite. See Create an Access Token for the User Account.
    Token Secret Enter the token secret provided by Oracle NetSuite.
    Account ID Enter your Oracle NetSuite account identifier. See Make a Note of the NetSuite Account ID.

    Note:

    You must enter this information in capital letters.
  5. Click Save. If prompted, click Save for a second time.
  6. Click Test to ensure that your connection is successfully configured.
    A confirmation message is displayed if your test is successful.
  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle CX Sales and B2B Service Connection

  1. On the Configuration Editor page, select Oracle CX Sales and B2B Service Connection.
  2. Click Edit Edit icon.
    The connection configuration page appears.
  3. In the Connection Properties section, enter the Oracle CX Sales and B2B Service host name. For example: https://customer_chosen_domain_name.fa.DC.oraclecloud.com.
  4. In the Security section, enter the following details.
    Field Information to Enter
    Security Policy Select Username Password Token.
    User Name Enter the user name of the Oracle Integration account created on the Oracle CX Sales and B2B Service instance. See Configure Oracle CX Sales and B2B Service.
    Password Enter the password of the Oracle Integration account created on the Oracle CX Sales and B2B Service instance.
  5. Click Save. If prompted, click Save for a second time.
  6. Click Test to ensure that your connection is successfully configured.
    A confirmation message is displayed if your test is successful.
  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.