1. How do I get started with the Oracle Revenue Transformation Solution?
  2. Configure Product Data Sync

Configure Product Data Sync

Oracle's data integration framework for Sales and Oracle CPQ syncs data 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.

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

High-Level Setups for the Data Integration Mapping

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

  1. Ensure that the user requirements are met. See: Requirements for the Setup Users
  2. Ensure that the 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 that they meet your needs. See: Review Predefined Integration Mappings
  6. Create and run Routines to start the integration process. See: Create Routines to Start the Integration Process
  7. Test the integration. See: Test the Integration

To learn about your data sync options, see Configure Data Sync for the Product Workbench.

Requirements for the Setup Users

Your setup users need this access:

  • Setup and Maintenance task: Manage Item Class
  • A user with access to manage Routines: Manage Routines (ZCA_MANAGE_ROUTINES_PRIV). This privilege is needed to set up the near real-time sync for products and structures).
  • In addition, users need the following 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.
  2. Search for and select the task, Manage Data Integrations.
  3. In the Data Integrations landing page, click Manage Connections.
  4. Edit the record where the application name is CPQ.
  5. Set up the record as follows:
    • Description: Enter any description that you want.
    • Endpoint URL: Enter the CPQ Environment URL.
    • URI Version: Use v17.
    • Authentication Type: Use Basic Authentication,
    • User name/Password: Use your CPQ Admin Credentials.
  6. 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

  1. Navigate to Setup and Maintenance.
  2. Search for and select the Manage Administrator Profile Values task.
  3. 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 that 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 into an integration map record to see all the attributes mapped between the source and target applications.

Create Routines to Start the 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 (maximum of 30). You must select Launch Status for this integration to work
  • Actions
    • Add a new action with the Action Type of Synchronize Products with CPQ. This is the predefined integration map.
    • Note: You can also select any other 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 integration map.
  • Rules
    • Leave blank

Create another routine with all values similar to the previous one -- except, in the Trigger section, use: 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.