Set Up the Accounts Auto-Fill Action

After you set up the Accounts Import integration, you must configure the Accounts Auto-Fill Action to execute this integration when it runs.

This setup involves:

• Enabling the auto-fill behavior
• Setting up the auto-fill action

Enable the Auto-Fill Behavior

To enable the auto-fill behavior:

1. Go to Administration Platform > Commerce and Documents > Process Definition.

2. Click the name of a process.

3. Click the Auto Fill Options list and select Accounts Information.

4. Click Save.

Set Up the Auto-Fill Action

Here are the steps to set up the auto-fill action:

1. Go to Administration Platform > Commerce and Documents > Process Definition.

2. In the Navigation list, ensure that Documents is selected, and click List.

3. In the Navigation list for the main document in the Document List page, select Actions, and click List.

4. Click the action name that has an auto-fill type. Typically, this is called Refresh Account or something similar.

5. Click the Integration tab.

6. Select Accounts Integration in the CRM Mappings list.

7. Click the Mappings tab.

8. Review the mappings between the Oracle CPQ Accounts attributes and the Transaction attributes. The auto-fill flow for Sales Account data is Accounts Import Integration > CPQ Accounts > Transaction. There are two sets of mappings: those contained in the XSL Result Parser above and then on the Mappings tab here.

9. Click Update.

10. Deploy the changes. See: Deploy your changes.