1. Implementation Reference
  2. Overview of Third-Party Integrations for Accounts

Overview of Third-Party Integrations for Accounts

You can use the Account, Contact, and Household interfaces to gain a comprehensive view of your customer information. This functionality utilizes sales data, as well as relevant third-party content.

Third-Party Integrations for Sales Customers

OneSource and Siebel CRM are two third-party integrations that you can configure in sales applications. This topic explains how you map third-party customer data to sales customers.

Map OneSource Data Sales Application

You access OneSource data directly from the OneSource node on Sales Account, Contact, and Household information trees.

The sales application searches for OneSource company data in the following order:

  1. Search based on the mappings defined in the HZ_ORIG_SYS_REFERENCES table, where orig_system is ONESOURCE.

  2. Search based on the sales customer stock symbol, checked if no mapping is found in HZ_ORG_SYS_REFERENCES.

  3. Search based on the sales customer name, checked if no mapping is found by the stock symbol lookup. If multiple OneSource companies match the sales customer name, you can choose from the list of matching OneSource companies.

Mapping Siebel CRM Service Data to Sales Application

You access mappings for Siebel CRM accounts, contacts, and groups to sales customers in the HZ_ORIG_SYS_REFERENCES table, where orig_system is SIEBEL.

Note: The sales application doesn't include licenses for OneSource and Siebel CRM. You must acquire third-party application licenses separately. If you want to enable OneSource and you have a web proxy for external HTTP(S) traffic, you must select Enable Web Proxy on the Web Proxy Configuration screen and specify your web proxy configuration.