Zilliant CPQ retrieves products, known as materials in SAP ERP, using predefined database views. These views define which records should be synchronized. They also help limit data volume to improve performance.
To synchronize products:
Prepare products for sync
Note
Since this procedure is performed in SAP, not in CPQ, the following steps offer only a high-level overview. For detailed instructions, read the official SAP ERP documentation.
To prepare products for synchronization, create a database view in SAP ERP. This view filters data before you synchronize it to CPQ. Note that database filters might return duplicate records, since SAP ERP views do not support DISTINCT. CPQ deletes duplicates during synchronization.
To create a database view:
In SAP ERP, create a database view named
Z_ISS_MATusing the transactionSE11. This view is based on the standard ERP tableMARA.Include the following fields:
MANDT—Client numberMATNR—Material (product) numberLAEDA—Last change date
Apply filters to limit the dataset, for example, to include only sales-relevant materials.
The following image shows a sample Z_ISS_MAT database view:
Tip
Syncing unnecessary products increases sync time. Only include products that are actively sold or required in Zilliant CPQ.
Synchronize products
Use one of the following methods to sync products:
Synchronize specific products
To sync a specific product or list of products:
Sign in to Zilliant CPQ with your administrator credentials.
From the left navigation area, select System Processes.
From the top navigation bar, select ERP Synchronization.
Above the list of synchronizations, select
.From the Type dropdown list, select MATERIAL.
In the ERP IDs field, enter one or multiple material (product) IDs from SAP ERP.
Select Synchronize.
Synchronize one product
To sync a specific product already existing in the list of CPQ products:
Sign in to Zilliant CPQ with your administrator credentials.
From the left navigation area, select Products.
Select a product.
From the bottom button bar, select ERP Sync.
(Optional.) Select additional sync parameters:
Product Variant
Product Attachment
Run in background
Select Synchronize.
Synchronize all products
To run a full product sync, use one of the following procedures:
From the System Processes screen
From the Administration screen
From the System Processes screen
Sign in to Zilliant CPQ with your administrator credentials.
From the left navigation area, select System Processes.
From the top navigation bar, select ERP Synchronization.
Above the list of synchronizations, select
.On the ERP Data Synchronization Options dialog, set the Product switch to YES.
(Optional.) Enable switches for other product data you want to sync.
From the bottom buttons bar, select Synchronize.
From the Administration screen
Sign in to Zilliant CPQ with your administrator credentials.
From the left navigation area, select Administration.
From the top navigation bar, select Data Management.
In the ERP Data Synchronization section, set the Product switch to YES.
(Optional.) Enable switches for other product data you want to sync.
From the bottom buttons bar, select Synchronize.
Synchronize products in the background
To synchronize products in the background, use one of the following procedures:
Run a full product sync in the background
Run a specific product sync in the background
Run a full product sync in the background
Follow the steps in Synchronize all products. Then:
If you’re syncing products from the System Processes screen, at Step 5, set the Run in background switch to YES.
If you’re syncing products from the Administration screen, at Step 4, set the Run in background switch to YES.
Run a specific product sync in the background
Follow the steps in Synchronize one product. At Step 5, select the Run in background checkbox, then select Synchronize.
Schedule product synchronization
You can schedule recurring product syncs using a system task:
Sign in to Zilliant CPQ with your administrator credentials.
From the left navigation area, select System Processes.
From the top navigation bar, select System Tasks.
Select + to create a new system task, then enter a name for the task and select Create.
Select the newly added row. On the Overview tab, enter or select values to configure a system task:
Name—Change the name of the system task if needed.
CRON Expression—Specify when to run the task using a CRON expression. For details, read Cron Expression Generator & Explainer
.Task Resource—Select Product Sync Job.
Set the Active switch to YES to activate the system task.
From the bottom button bar, select Save.
Note
Certain CPQ settings can affect system tasks of the Product Sync Job type. For details, read the Settings affecting system tasks section below.
Settings affecting system tasks
The following table lists Zilliant CPQ settings that affect system tasks of the Product Sync Job type.
Setting name | Description |
|---|---|
SettingProductSyncDownloadProducts | Enables product sync through background system tasks. |
SettingProductSyncDownloadClassification | Enables product classification sync. Enable this setting before starting the product sync. |
SettingClassificationToLoad | Sets the class type for which to load the classification data. The default value is |
SettingProductSyncBatchSize | Sets a quantity of products per sync batch. |
SettingProductSyncBatchSyncInactive | Includes products marked for deletion in SAP ERP. |
SettingProductSyncBatchMarkAsExportToCRM | Marks synced products as exported to CRM. |