QXchange Integration with Oracle Fusion CRM
QXchange is a powerful and easy to use data integration tool to access, integrate and manage large volumes of data from various systems. Extraction, transformation and loading of data are powered by QXchange with source and target database support.
QXchange helps organizations to bond together all enterprise data and ensures accuracy of data in a timely manner. QXchange is a simple stand-alone application that can be used by novice users with ease.
QXchange can quickly and easily transfer data between many standard data formats and applications, including MS Access, Excel, Comma delimited flat file, MS SQL Server, QuickBooks, Salesforce.com and others. It allows simple and clear setup of extraction, transformation and loading instructions to exchange data between different formats.
Oracle Fusion CRM, Oracle’s newest customer relationship management solution, to manage its global sales and marketing lifecycles and enhance the productivity of enterprise sales, marketing and service professionals.
Oracle Fusion, supplies Fusion webservices, a pool of API calls for building applications and integrating with Fusion’s objects. This set of APIs allows you to create and retrieve data from Fusion accounts. The platform also ensures that the third party product is properly authenticated prior to getting access to the Oracle Fusion data.
QXchange uses the Oracle Fusion CRM API to access FCRM account and the data objects contained in the platform. Once connected through the API securely, the data will be extracted or loaded as per the profile settings created by the user.
Authentication and Authorization
QXchange uses sign-on information provided by the individual customer to identify itself while communicating through the Oracle Fusion CRM API. An existing user id and password can be used. The login information is encrypted and stored locally on the user machines. The application and login information is presented to the Fusion CRM authentication system to allow access to the QXchange application.
Use of the login information allows Fusion CRM to enforce access to various data objects based on the same security profile used within the application for direct access.
Data Access Plug-in
QXchange integration engine uses Data Access Plug-ins (DAPs) for individual application and data format integration. All the DAPs are called using a standard Application Program Interface (API). The Fusion CRM API is wrapped inside one of these DAPs. This allows for a smooth and standard operation across all the various DAPs.
QXchange is installed locally at the customer site so that customer data is directly loaded between customer machines and the Oracle Fusion CRM site without any other intervening web sites. QXchange sends a message request to Fusion CRM and Fusion CRM sends back a response message; the communication is managed synchronously.
Oracle Fusion CRM Data
The Fusion CRM API exposes most (but not all) of the data objects available in the Fusion CRM data file. Some of the various objects available are listed here and there are more objects accessible.
Customers, Sales Territory
Leads, Opportunity, Journal, Purchase Order, Payables Invoice, Purchase Agreement
The QXchange engine works the same for all different DAPs. Every data transfer is set up as a profile, with a source and target data file, which can be of different data formats. Data transfer between specific objects and the mapping of source to target fields are also set up in the profile.
The profile can be executed directly or can be scheduled to be executed later. The process can be run on a local desktop or on a server.
Oracle Fusion CRM can be defined as source data and the various objects can be accessed. Field level data from the objects can be extracted and mapped to destination objects and fields in different data formats. Data from multiple objects can be extracted. Multiple profiles can be set up to extract data from various objects. Source data can also be filtered using various expressions. Prior to executing extract the source data can be viewed to make sure the right records are getting selected.
Oracle Fusion CRM can be defined as target data and the various objects can be updated. Data can be updated to multiple objects. In some cases update may have to affect multiple data objects at the same time, for example: Invoice Header and Line.
Data can be updated in various modes: Insert, Update and Upsert. Insert expects the record being updated to be new and unique. Update expects the record to already exist. Upsert, tries to insert first and if that fails tries to update.
The QXchange ability to integrate Fusion CRM allows many uses. Certain limitations in Fusion CRM reporting can be exceeded with this tool. This allows many different scenarios:
Extract closed opportunities in the last month into Excel
Extract Account information with company names starting with “A”
Make a copy of all available Fusion CRM data in a MS SQL Server Database, for use in reporting
Insert spreadsheet invoice data sent from branch offices into Oracle Fusion CRM
Extract Opportunities from Oracle Fusion CRM and create Customer Jobs and Sales orders in QuickBooks.
Extract Accounts from Oracle Fusion CRM and create Customers in QuickBooks.
Extract Invoices from QuickBooks and update opportunities in Oracle Fusion CRM
Get orders entered from an online e-commerce system and load them into Oracle Fusion CRM as Opportunities.
Get customer data entered online and create Customers in Oracle Fusion CRM.
QXchange does a tremendous job, understanding the intricacies of the Oracle Fusion CRM data structure as well as the complications inherent in the data integration process. With this ability and its ease of use, it allows users to make more effective use of their Oracle Fusion CRM Data.
To learn more about QXchange, fill out information at the Inquiry link.