Use REST API to Create Customer Details Before You Import

Use the new customerForSalesOrders REST API to automatically create customer records before you import sales orders. Create sold-to, ship-to, and bill-to entities and their contacts and addresses in a single REST request. You can also use it to import ship-to addresses, bill-to addresses, and contacts for existing customers. This REST API includes only the attributes that you need to create the customer, site, and contact on the sales order.

Realize these benefits:

• Improve your data's accuracy.
• Make your imports more efficient, particularly when you have a high volume of sales orders and customer records.
• Minimize manual data entry. If your salesOrdersForOrderHub import references customers who are missing data, then you might have to manually enter those details.
• Prevent import failures that happen when customer details are missing data.

Try It

1. Set up your integration so it can call REST API.
2. Make sure your system has the privileges it needs to communicate with and connect to REST API.
3. Import customer details through customerForSalesOrders.
4. Validate your customer data.
5. Import sales orders through salesOrdersForOrderHub.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

• Use REST API with FBDI to Import Large Volumes of Sales Orders

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Use REST API to Create Customer Details for Sales Orders (FOM_CREATE_CUSTOMER_DETAILS_PRIV )