Set Up the New Transaction Action

After you set up the Opportunity Import integration, next, you must configure the New Transaction action to execute this integration when it runs. Integrations for the New Transaction action are set up in the Process Administration page.

Here's how to set up the New Transaction action:

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

2. Click the name of the target commerce process.

3. Click the Integration tab.

4. Review the Available and Selected Imports and verify that this integration is selected:

   • OSC – REST Import Opportunity: This integration imports the Opportunity details and populates the corresponding attribute values on the Transaction.

5. Click Update.

6. Deploy the changes. See: Deploy your changes.