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Inhalt

Inbound Settings

XSetUps

GroupIdentifierValuelocal/globalNotes/Explanation
cpsenabled1localglobalenables CPS-Provider dialogue in System Data
cpsgha_external_merge_enabled1global

This XSetup enables the SQL Queries used when creating the Match & Merge schema needed for the CRM delivering merge decisions (CPS Provider).

Configuration in System Data

CPS Provider Creation

FieldComment
Name

Must hold the value the CRM system will provide in the OTA_ProfileMergeRQ message (Instance).

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'Manuelle Bearbeitung aktivieren'

= 'activate manual changes'

→ in case it is not ticked, the user is not allowed influencing on the decisions imported by the CRM system by using the buttons in the Match & Merge dialogue

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Configuration in Front Office

...

Codeblock
languagesql
titleEvaluate duplicates for a single profile
collapsetrue
SELECT MIN(kdnr) AS 'Min', COUNT(kdnr)+1 AS 'Occurs', name1 AS 'Name1', name2 AS 'Name2', resname AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP' 
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.validid AND G.validid={AccountNo} AND G.providerId=1
GROUP BY name1, name2, resname, vorname, strasse, plz

Inbound Message

...

Must hold the value the CRM system will provide in the OTA_ProfileMergeRQ message (Instance).

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...

= 'activate manual changes'

→ in case it is not ticked, the user is not allowed influencing on the decisions imported by the CRM system by using the buttons in the Match & Merge dialogue

...

Outcome in FO / Match & Merge dialogue

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