How do I synchronize financials accounts and contacts with CX Cloud?

Customer accounts and contacts in Oracle Financials Cloud are an integral part of the billing process. Users create or import account and contact records in Financials Cloud.

After they're in Financial Cloud, a synchronization process synchronizes the records to Oracle CX Cloud, thus making sales representatives aware of the details of sales accounts that exist in Financials Cloud. Without this synchronization, sales representatives may not know when their sales accounts become actual billing accounts.

When to Use

After users create customers in Financials Cloud, use a scheduled process to sync the records from Financials to CX Cloud.

Users can find and create customers in the Manage Customers UI in Financials Cloud. New organization customers are created by providing the customer name, address details, and the address purpose, such as sell-to or bill-to. Similarly, users can update existing customers in the same UI.

After a customer is created or updated, you run the process to sync the records, which includes customers and contacts.

Privileges Required

Verify that you have the following privileges or roles:

Role:

• Sales Administrator

Privileges:

• ZCM_CREATE_SALES_PARTY_CONTACT_PRIV

• ZCM_CREATE_SALES_ORGANIZATION_PRIV

Before You Start

Review the following before scheduling this scheduled process:

• Recommended Frequency:

  • You can execute or schedule this scheduled process when needed.

• Compatibility:

  • This scheduled process is self-incompatible. No two jobs can be run at the same time. The scheduled process goes into wait state if there is already one running.

Parameters

None.

Troubleshooting Information

Use this information to troubleshoot the scheduled process.

• You must monitor the schedule process UI to check the status of the synchronization.

• Note any errors that indicate any failures.