Oracle Fusion CRM Integration

Overview

Beginning in Oracle CPQ 23B, the Fusion Customer Relationship Management (CRM) integration type is added to the Oracle CPQ Integration Center. This integration streamlines the set up and management of the connection between Oracle CPQ and Oracle Fusion Sales. This new interface allows administrators to directly configure the details of their Fusion environment without the assistance of customer support or cloud operations. New and existing Oracle Fusion Sales (Oracle Sales) Commerce Integrations will use these properties when making web service calls to the Fusion site.

Beginning in Oracle CPQ 23C, the Product Hub integration is added to the Fusion Customer Relationship Management (CRM) integration type. This new section stores the credentials required to access the Oracle Fusion Supply Chain Management (SCM) Product Information Management (PIM) application where the source parts data is maintained. When the Oracle Fusion CRM Integration is connected with proper Product Hub credentials, part administrators can run or schedule part import or export directly from the Parts Integration page.

The Fusion CRM integration in the Integration Center supports three states, as follows:

At this time, the CRM integration in the Oracle CPQ Integration Center supports Oracle Fusion and Salesforce only. Refer to the following article for Microsoft Dynamics Integration.

 

Administration

ClosedSet Up a CRM Integration

Complete the following steps to create a CRM integration type in the Oracle CPQ Integration Center.

  1. Log into Oracle CPQ as a parts administrator or as a Full Access user.

  2. Navigate to the Admin Home Page.

  3. Click Integration Center in the Integration Platform section.

  4. Click Create Integration.

  5. Select CRM from the Type drop-down.

  6. Select Fusion from the Vendor drop-down.

  7. Enter "Fusion" in the Name field.

  8. Enter "fusion" in the Variable Name field.

  9. Enter the Endpoint URL for the Fusion site.

  10. Enter the Username and Password of a Fusion Integration user with the sales administrator role.

    Note: The username and password of a Fusion Integration user with the sales administrator permissions is required to allow Oracle CPQ REST calls to sync a quote to an opportunity or to sync a sales catalog part in Oracle Sales.

  11. (optional) Enter the Scope. Enter the value used for accessing the public key of the OAuth Provider.

  12. Select the Enable Integration check to enable the Oracle Fusion CRM integration.

  13. Click Save.

Note: Once the CRM Integration is active, unselecting the Enable Integration checkbox disables any integrations which use it. Run-time integrations will not execute and some administrative features may not be available.

 

NOTES

Notes:

  • Prior to Oracle CPQ 23C, Oracle Fusion CRM part administrators maintained Product Hub credentials within the PIM tab of their My Profile page. In Oracle CPQ 23C, entry and maintenance of those credentials is moved to the Integration Center. Therefore, the PIM tab within the My Profile page is removed.

  • Prior to Oracle CPQ 23C, customers were required to log a Service Request in order to designate whether the product master for their site was CPQ or PIM. When PIM was selected, only import integrations were shown. When CPQ was designated, only export integrations were shown. In Oracle CPQ 23C and later, you no longer must designate a product master and both import and export processes are available.

  • The Integrations Log section of the Parts Integrations page designates if the job is parts import or export.

  • You are not able to run or schedule a single job which includes both import and export integrations. You may only run integrations of one type at a time.

Related Topics

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