1. How do I get started with the Oracle Revenue Transformation Solution?
  2. Set Up Data Integration Mapping

Set Up Data Integration Mapping

Oracle’s data integration framework for Sales and Oracle CPQ provides a sync between Sales products and Oracle CPQ Parts. Any time a product is created or updated in Sales, the framework syncs the data to Oracle CPQ parts.

The integration is one way – from Sales to Oracle CPQ.

High-Level Setups for Data Integration Mapping

Here are the high-level tasks involved with data integration mapping:

  1. Ensure the user requirements are met. See: User Requirements
  2. Ensure your integration between Sales and Oracle CPQ is established. See: Establish Sales-Oracle CPQ Integration
  3. To sync product structures, in addition to individual products, create a specific data security policy for product groups. See: Create a Data Security Policy for Product Structure
  4. Set the profile option, Enable Data Integration (ORA_ZCA_ENABLE_DATA_INTEGRATION). See: Set the Enable Data Integration Profile Option
  5. Review the predefined data integration mappings to ensure they meet your needs. See: Review Predefined Integration Mappings
  6. Create and run Routines to start the integration process. See: Create Routines to Start Integration Process
  7. Test the integration. See: Test the Integration

To learn about your data sync options, see the topic, Configure Data Sync.

User Requirements

You need a user with access to these Setup and Maintenance tasks:

  • Manage Oracle CX Sales to Oracle CPQ Cloud Integration
  • Manage Item Class
You also need:
  • A user with access to Application Composer, with the Manage Extensible Objects (ZCX_MANAGE_EXTENSIBLE_OBJECT_PRIV) and View Administration Link (FND_VIEW_ADMIN_LINK) privileges.
  • A user with access to the Manage Routines (ZCA_MANAGE_ROUTINES) privilege.
  • In addition, a user needs the role, Data Integration Management (ORA_ZCA_DATA_INTEGRATION_MANAGEMENT_DUTY).

Establish Sales-Oracle CPQ Integration

First, enable the integration:

  1. Go to Setup and Maintenance and select the Sales offering.
  2. Search for the task, Manage Oracle CX Sales to Oracle CPQ Cloud Integration.
  3. In the Manage Oracle CX Sales to Oracle CPQ Cloud Integration page, find the record with the Reference Code ORA_CPQ_APP.
  4. Set up the record as follows:
    • Security Policy: Use oracle/wss_username_token_over_ssl_client_policy

      Enter your Oracle CPQ user name and password.

    • REST Framework Version: Enter v15
    • Active: Checked
  5. Save your changes.

See Set Up Oracle CPQ Integration earlier in this guide and Integrating Oracle Sales with Oracle CPQ guide for more details on required setups.

Create a Data Security Policy for Product Structure

This step is only required to sync product structures, in addition to individual products.

  1. In Setup and Maintenance, navigate to Manage Item Class > Root Item Class > Security.
  2. Create a new record with these values:
    • Principal: Group
    • Name: Sales System Integrator
    • Organization: The organization of your products and structure
  3. Create records in the Actions table for these actions:
    • View Item Basic
    • View Item Structure
    • Maintain Item Structure

Set the Enable Data Integration Profile Option

Navigate to Setup and MaintenanceSet Profile Administrator Values task and set the profile option, Enable Data Integration (ORA_ZCA_ENABLE_DATA_INTEGRATION) to Yes at Site level.

Review Predefined Integration Mappings

Review the predefined data integration mappings to ensure they meet your needs.

  1. Outside of a sandbox, navigate to Configuration > Application Composer > Data Integration Management.
  2. Click Integration Maps and review the supplied mappings.
  3. Drill down on an integration map record to see all the attributes mapped between the source and target applications.

Create Routines to Start Integration Process

Use Routines to call the integration process. See How do I access the Routines dashboard? for steps about how to navigate to the Routines dashboard.

Routine for Product Integration

Create and submit a routine with these values:

  • Basic Details
    • Name: Enter a name
    • Object: Product
  • Trigger
    • Run this routine: Attribute Changed
    • Attributes: Select all the product attributes that your users are allowed to update in Sales (max of 30). You must select Launch Status for this integration to work
  • Actions
    • Add a new action with the Action Type of Products with CPQ. This is the predefined integration map.
    • Note: You can also select any other before created integration map.
  • Rules
    • Create the following rule: Launch Status (Attribute) Not Equals (Operator) Draft (Value)

Routine for Product Structure Integration

Create and submit a routine with these values:

  • Basic Details
    • Name: Enter a name
    • Object: Product Structure
  • Trigger
    • Run this routine: Record Updated
  • Actions
    • Add a new action with the Action Type of Structure and Components with CPQ. This is the predefined integration map.
    • Note: You can also select any other before created integration map.
  • Rules
    • Leave blank

Create another routine with all values similar to the above except in the Trigger section you should have Run this routine = Record created.

Test the Integration

Finally, test the integration:

  1. Create or update a product in Sales.
  2. Confirm that the product gets synced with Oracle CPQ.
  3. Similarly, create a new product structure and confirm that the structure gets synced with Oracle CPQ.