Set Up Source Systems
You set up source systems to import data into the application from other systems and identify the source of the data that you're importing.
You can specify whether the source system is a spoke system, such as a legacy system, or a purchased system, such as data from a third party provider. You can also specify what types of entities can be imported from a source system. For example, you can enable a source system for importing trading community members such as organizations (accounts) and persons (contacts).
For example, consider Vision Corp., a software company which acquires a couple of software companies, First Software and Softgear, and their customers. So we will have to setup the following three source systems:
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Vision Corp.
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Softgear
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First Software
Here is how you can go about setting up these source systems:
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In the Setup and Maintenance work area, navigate to the following:
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Offering: Customer Data Management
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Functional Area: Trading Community Foundation
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Task: Manage Trading Community Source Systems
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From the Actions menu, click Create. The Create Source System UI page appears.
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Enter the following information:
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Code: VC
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Name: Vision Corp.
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Type: Spoke
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Enable the source system for Trading Community Members. You can enable it for other entity types also depending on your business requirements.
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Click Save and Create Another.
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Enter the following information:
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Code: SG
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Name: Softgear
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Type: Spoke
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Enable the source system for Trading Community Members. You can enable it for other entity types also depending on your business requirements.
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Click Save and Create Another.
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Enter the following information:
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Code: FS
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Name: First Software
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Type: Spoke
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Enable the source system for Trading Community Members. You can enable it for other entity types also depending on your business requirements.
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Click Save and Close.