Customers Integrator

The Customers Integrator is a solution designed to simplify uploading Customer master data into Oracle Fusion Customers Data Management.

It leverages the supported Oracle ERP Cloud REST and SOAP Web Services, available from Oracle version 23C onwards. These web services are inbound web services that allow both the creation and update of customer data in Oracle Fusion Customers Data Management.

Ensure you are familiar with the More4apps Finance Module prerequisites before attempting to use this Integrator.

While the Integrator offers a wide range of fields in each section, for optimal performance, we recommend creating tailored worksheet layouts for specific processes.

The following sections and functionality are available in the Customers Integrator:

Section Name

Create New Records

Update Existing Records

Parties

Yes

Yes

Accounts

Yes

Yes

Account Profiles

Yes

Yes [1]

Account Contacts

Yes

Yes

Account Contact Responsibilities

Yes

Yes

Account Contact Points - Emails, Phones, IMs, Websites

Yes

Yes

Addresses/Sites

Yes

Yes

Site Purposes

Yes

Yes

Site Purpose Reference Accounts

Yes

No

Site Profiles

Yes

Yes [1]

Site Contacts

Yes

Yes

Site Contact Responsibilities

Yes

Yes

Site Contact Points - Emails, Phones, IMs, Websites

Yes

Yes

The diagram below shows the relationship between the different sections in the Customers Integrator:

image56

Sheet Structure Examples

Like all other More4apps EBS Wizards and Fusion Integrators, the worksheet sections are related to each other in a hierarchical manner. The following table demonstrates the sections’ relationships.

Section

Parent Section

Relationship

Parties

Each row in the Parties section is a separate Party record

Accounts

Parties

Many to One
Each Account row is associated with the Party record

Account Contacts/Assignments

Accounts

Many to One
Each Account Contact/Assignment row is associated with the Account record

Account Contact Points

Account Contacts/Assignments

Many to One
Each Account Contact Point row is associated with the Account Contact record

Account Contact Responsibilities

Account Contacts/Assignments

Many to One
Each Account Contact Responsibility row is associated with the Account Contact record

Account Profiles

Accounts

One to One
Each Account Profile row is associated with the Account record

Addresses/Sites

Accounts

Many to One
Each Address row is associated with the Account record

Site Purposes

Addresses/Sites

Many to One
Each Site Purpose row is associated with the Address/Site record

Site Purpose Reference Accounts

Site Purposes

Many to One
Each Site Purpose Reference Account row is associated with the Site Purpose Bill to record

Site Contacts/Assignments

Addresses/Sites

Many to One
Each Site Contact row is associated with the Address/Site record

Site Contact Points

Site Contacts/Assignments

Many to One
Each Site Contact Point row is associated with the Site Contact record

Site Contact Responsibilities

Site Contacts/Assignments

Many to One
Each Site Contact Responsibility row is associated with the Site Contact record

Site Profiles

Addresses/Sites

One to One
Each Site Profile row is associated with the Site record

The scenario below illustrates the hierarchical layout. The example shows one Party record, two Customer Accounts and associated Account and Site information. Note the ‘Create’ action in each section.

image57
1. When adding a new Profile, Oracle automatically deactivates the currently active profile by setting an End Date against it.