Import partners from C4C
The following table lists available partners in C4C and supported partners in Zilliant CPQ.
C4C partner | CPQ equivalent | C4C quote import | Notes |
---|---|---|---|
BILL_TO_PARTY | Account | Supported | |
SHIP_TO_PARTY | Account | Supported | |
BUYER_PARTY | Account | Supported | |
PAYER_PARTY | Account | Supported | |
SELLER_PARTY | Account | Supported | |
SALES_EMPLOYEE_PARTY | Employee | Supported | Assign the External ID of the user in CPQ to the Internal ID of the employee in C4C. |
EMPLOYEE_RESPONSIBLE_PARTY | Employee | Supported | Assign the External ID of the user in CPQ to the Internal ID of the employee in C4C. |
PRODUCT_RECIPIENT_PARTY | Not Supported | Not supported | Not Supported |
SALES_PARTNER_PARTY | Account | Not Supported | Can be a Business Partner in C4C |
COMPETITOR_PARTY | Account | Not Supported | Can be a Business Partner in C4C |
OTHER_PARTY | Account | Not Supported | Can be a Business Partner in C4C |
SALES_UNIT_PARTY | Company | Not Supported | |
SALES_TEAM_PARTY | Not Supported | Not Supported |
Synchronize partners by default
By default, partners are not synchronized. If you want to synchronize the partners by default, configure the following setting in CPQ:
- Go to Administration and select SettingBoolean.
- Search for SettingSyncPartnerQuoteEnabled.
- Set** Setting Value Boolean** to **YES.