Importing Account from C4C

The user can export an account from C4C to In Mind Cloud Digital Sales Platform (DSP) where he/she can create an opportunity or quote in DSP and then export the quote back to C4C from DSP.

During the exporting of the account from the C4C to DSP, the DSP will also synchronize the account related data including addresses and contacts of the account. Once the web service has been setup in C4C using HTML Mashup or URL Mashup, the user can export an Account from the C4C system into DSP. For the HTML Mashup, depending on where you place  the embedded component, the DSP login page will be shown there inside the C4C system.

• Log in to our system DSP if SSO was not configured in the system.

• After logging in successfully, the account will be exported to DSP if the account was not found in DSP or it will be synchronized if the account was already inside the DSP.

The image above shows an example of the Account View of DSP inside the C4C system.

While importing the account from C4C, DSP will also synchronize the account if the account from C4C already exists in DSP. The following processes will be done during synchronization:

• Updating the account header such as account name, account status (such as active/inactive), account ECC ID, industry, main address, etc.)
• Importing the Sales Info
• Creating New Addresses and Contacts
  • Importing new addresses from C4C.
  • Importing new contacts found inside the C4C.
• Deleting Non-Used Addresses and Contacts
  • Deleting addresses of accounts with an external ID which are not found in C4C as well as those which are not used in other business objects.
  • Deleting contacts of accounts with an external ID which are found in C4C as well as those which are not used in other business objects.

The synchronise button will appear in the Account Details page as well as within the Account Overview page for accounts which were imported from external systems such as (C4C/SFDC).

Importing Account with Custom Field from C4C

With Release20/11, DSP supports the import of custom fields to the following SUBJECT TYPE within an Account dataset.

• Account
• Address
• PartnerRoleRecord

1) Importing Account Header Custom Field from C4C

For account header custom field mapping, it needs to set the following properties where MX_GRAPH_TYPE_URI, MX_SUBJECT_TYPE_URI and CFC_XPATH are fixed.

2) Importing Account Address Custom Field from C4C

For account address custom field mapping, it needs to set the following properties where MX_GRAPH_TYPE_URI, MX_SUBJECT_TYPE_URI and CFC_XPATH are fixed.

3) Importing Account Relationship Custom Field from C4C

For account relationship custom field mapping, it needs to set the following properties where MX_GRAPH_TYPE_URI, MX_SUBJECT_TYPE_URI and CFC_XPATH are fixed.

4) Importing Account Contact Custom Field from C4C

For account contact custom field mapping, it needs to set the following properties where MX_GRAPH_TYPE_URI, MX_SUBJECT_TYPE_URI and CFC_XPATH are fixed.