1. Using Customer Data Management for Sales and Fusion Service
  2. Synchronize D&B Updates

Synchronize D&B Updates

You can periodically synchronize your D&B updates, including your previously enriched organization and person records as well as new records imported from Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B), to uptake the latest updated information from D&B.

You can synchronize these records from the Data Enrichment work area, using the Synchronize D&B Updates Oracle Enterprise Scheduler Service job. You can update or synchronize records only if they have a Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) ID assigned to them. In case some records were originally excluded from synchronization in the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B) Administrator UI, these records can't be synchronized and updated.

Before you proceed with synchronization process, verify that the data enrichment configurations are complete including any custom import mappings. For more information, see the Related Topics section.

Note: Note that a synchronization job updates one million records at a time. If you have more than one million records to update, you must submit the synchronization batch a second time.

Perform the following steps to synchronize your D&B updates:

  1. Navigate to the Data Enrichment work area.

  2. Click Actions.

  3. Select Synchronize Organizations or Synchronize Persons. The Schedule Updates for Person or Schedule Updates for Organization page appears.

    Note: If you have enabled Oracle DataFox integration, you can't create batch data enrichment. For more information on DataFox integration, see the Related Topics section.

  4. Click Advanced to select batch run options such as 'As soon as possible' or 'Using a schedule'. By default, the batch run is scheduled for 'As soon as possible'.

    In the Advanced Option section of the Schedule Updates for Persons or Schedule Updates for Organizations page, you can update the frequency in which you want the batch to run. You can also set a start and end date to the batch schedule.

  5. Click Submit.

  6. Click OK in response to the confirmation message.

You can search for the status of scheduled synchronization batches on the Data Enrichment work area. The batch ID contains the link to the Batch Details page. You can download the details of imported (synchronized) and not imported (not synchronized) records by clicking the linked number on the Batch Details table.

Note: You can't see the list of records that were excluded from synchronization in the Imported or Not Imported record list.

Related Topics