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.

Note: You must setup source systems before importing your organization (account) and person (contact) data. The next step is to setup source system confidence to determine the relative reliability of a particular organization (account) or person (contact) attribute (standard or custom) from a particular source system. This allows the preservation of data from the most reliable source in the master record during the merge operation. See the topic: Manage Source System Confidence.

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).

Note: You can select multiple source references in the Manage Source System Entities task to allow multiple source system records to map to a single record.

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:

• Vision Corp.

• Softgear

• First Software

Here is how you can go about setting up these source systems:

1. In the Setup and Maintenance work area, navigate to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Trading Community Source Systems

2. From the Actions menu, click Create. The Create Source System UI page appears.

3. Enter the following information:

   • Code: VC

   • Name: Vision Corp.

   • Type: Spoke

4. Enable the source system for Trading Community Members. You can enable it for other entity types also depending on your business requirements.

5. Click Save and Create Another.

6. Enter the following information:

   • Code: SG

   • Name: Softgear

   • Type: Spoke

7. Enable the source system for Trading Community Members. You can enable it for other entity types also depending on your business requirements.

8. Click Save and Create Another.

9. Enter the following information:

   • Code: FS

   • Name: First Software

   • Type: Spoke

10. Enable the source system for Trading Community Members. You can enable it for other entity types also depending on your business requirements.

11. Click Save and Close.