1. Implementing Customer Data Management for Sales and Fusion Service
  2. How You Set up Source Systems

How You Set up Source Systems

This topic explains source systems and how to set up a source system.

You can set up source systems to help users to identify the source of the import data. 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 the source system contains. For example, you can specify that a source system contains customer data.

You can configure the following for a source system:

  • Source system code, name, and description

  • Source system type

  • Enable for Items, Trading Community Members, Order Orchestration and Planning, and Assets

Source System Code, Name, and Description

You can create a source system code to uniquely identify the source system. Source system codes are used by the application to create references between source IDs and the application database IDs.

Note: Ensure you update the source system code before you create the source system.

Source System Type

You must set up a source system as either a spoke system or a purchased system.

Enable for Items, Trading Community Members, Order Orchestration and Planning, and Assets

You can select one or more of the following entity types to import from the source system into the application database:

  • Items

  • Trading Community Members

  • Order Orchestration and Planning

  • Assets

You must enable the correct entity types because each import UI filters source systems based on their entity type. For example, if you set up a source system for Trading Community Members, Items, and Assets, then the source system can be selected as a data source only in this UI and not in different UI.