Set Up the Accounts Import Integration

The Accounts Import integration calls the Sales Accounts service to get details for the account that are then saved on the transaction.

Here's how to set up the Accounts Import integration:

Go to Administration Platform > Integration Platform > Accounts > Integration.
If your Oracle CPQ site is provisioned with the Oracle Sales Reference Application, you may find an Accounts Import integration already defined. Click the link for OSC Account Import or a similar link. If your site doesn't have an integration predefined, you must create one manually. Contact Oracle Support for guidance.
Validate that the ID field property points to the attribute that stores the Account ID on the transaction; typically, this is _customer_id.
Review the SOAP Generator XSL by clicking Display File. This file is used to modify the SOAP request that retrieves the Account data. Don't make any changes in preconfigured sites.
Review the Result Parser XSL by clicking Display File. This file is used to extract the data from the SOAP response and map it to Oracle CPQ Account attributes. In preconfigured sites, a set of standard fields are mapped; see Account Import Attribute Mappings. To include custom fields, you must modify the result parser accordingly.
Enter the End Point URL for the Accounts service. This includes the host name for your Sales environment and the Accounts service end point. The Accounts service end point is
```
crmCommonSalesParties/AccountService
```
.
Example: https://efops-rel90-patchtest-external-crm.oracle.com/crmService/SalesAccountsService"

Note: Based on your environment, you may need to change the predefined endpoint URL.
Click Update.

Note: If you experience issues with the integration files, enter a sample Transaction ID then click Preview SOAP XML to view the XML result. Each XSL file includes comments to help you modify these files according to your needs. Open these files in any text editor, make changes, save, and re-upload to Oracle CPQ.

Account Import Attribute Mappings

The Result Parser XSL for the Accounts Import integration contains these mappings:

Payload Type	Sales Accounts Service Attribute Name	Oracle CPQ Attribute Display Name	Oracle CPQ Variable Name
Input	PartyId (for the SoldCustomerParty)	Customer Id	_customerID_t This attribute is mapped internally to Oracle CPQ to Account ID.
Output	PartyId	N/A	AccountId
Output	PartyId	Customer Id	customer_id
Output	PartyUniqueName	Customer Company Name	company_name
Output	AddressLine1	Customer Address	AddressLine1
Output	AddressLine2	Customer Address 2	AddressLine2
Output	City	Customer City	City
Output	Country	Customer Country	Country
Output	PostalCode	Customer Zip	PostalCode
Output	State	Customer State	state
Output	FormattedPhoneNumber	Customer Phone	phone
Output	FormattedFaxNumber	Fax	fax
Output	EmailAddress	Customer Email	email