Global data setup

Types of data that can be synchronized with C4C

Some limited master data can be synchronized with C4C in the CPQ Administration area. Currently, the following data can be synchronized with languages based on the languages defined.

• Gender
• Country
• Industry
• Org Unit
• Currency
• Language
• Employee
• Time Zone
• INCO Terms
• Person Title
• Partner Role
• Reject Reason
• Payment Terms
• Sales Organization
• Distribution Channel
• Unit of Measurement
• Sales Document Type

Synchronizing the data

If you want to synchronize the data with limited languages, for example, English, German and Chinese, it is better to manually define the language rather than synchronizing them from the external system. If you synchronize the languages first, and then synchronize the data, the application will create the data with languages already synchronized.

When you synchronize the data, the system will first check the existing code with the same external ID. If there is no external ID assigned to the existing code, it might result in a duplicate code name after synchronization. Therefore, we recommend you check the external ID of the existing code to assign before synchronizing the data.

To synchronize the data needed for C4C integration, follow these steps:

1. Log in to CPQ.
2. In CPQ, go to Administration in the left navigation bar and select Data Management.
3. Select Master Data under CRM Data Synchronization.
4. Click Synchronize.

Understanding the Namespaces of the Imported Data

Data points imported from Cloud for Customer (C4C) will be given a namespace according to the C4C URL defined in [application.properties]. You can find more information about this file in the article: General property and ontology files.
The following business types will be given the C4C namespace with a business type-specific fragment:

• Account

• Contact

  • Address

• Address

• Opportunity

• Quote

  • Partner Function Record

• Master Data

  • Country
  • Industry
  • Distribution Channel
  • Unit of Measurement
  • Currency
  • Gender
  • Title
  • Payment Terms
  • INCO Terms
  • Sales Document Type
  • Language

Account Namespace

The following image shows examples of individuals with the C4C namespace and the object external ID of account as a fragment.

Contact Namespace

The following image shows examples of contact individuals with the C4C namespace and account external ID + contact external ID as a fragment. For example the image shows in row that 1, 1000083 represents a contact external ID.

Address Namespace

Since address could be the address of contact or account, review the following guidelines:

• If an address is for a contact, the fragment will start with contact followed by its external ID and the combined key of address data.
• If an address is for an account, the fragment will start with account followed by its external ID and the combined key of address data.

Currently, the combined key of address data is obtained by combining the following address business data attributes.

• addressUnitNo
• addressStreet
• addressCity
• addressZip
• addressState
• hasCountry

The following image shows examples of the address namespace:

Opportunity Namespace

The following image shows examples of individuals with the C4C namespace and object external ID of account as a fragment.

Quote Namespace

The following example shows a list of individuals with the C4C namespace and the object external ID of a quote as a fragment.

Partner Function Record Namespace

The following example shows individuals having the C4C namespace and object External ID of quote as a fragment as well as the partner function type such as the following:

• PAYER_PARTY
• BILL_TO_PARTY
• EMPLOYEE_RESPONSIBLE_PARTY
• BUYER_PARTY
• SHIP_TO_PARTY

The previous examples would be followed by the external ID of partner function record, where the external ID of the partner function record is maintained as quote id + partner function type + link partner id which is the account’s external ID or the user’s rxternal ID.

Master Data Namespace

For the master data fragment, it will start with the business type of master data, followed by the serial ID and the object external ID.