How-To Guide SAP Cloud for Customer Document Version: How to replicate marketing attributes from SAP CRM to SAP Cloud for Customer

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1 How-To Guide SAP Cloud for Customer Document Version: How to replicate marketing attributes from SAP CRM to SAP Cloud for Customer

2 Document History Document Version Description 1.0 First official release of this guide How to Configure Integration between SAP CRM and SAP Cloud for Customers using SAP PI Document History 2015 SAP AG or an SAP affiliate company. All rights reserved. 2

3 Table of Contents 1 Business Scenario Prerequisites Step-by-Step Procedure Replication from SAP CRM to C4C Create Marketing attribute set in SAP CRM Assigning the attribute set to a BP Replicating the data to C4C Initial Load / Resending of Marketing Attributes Data Characteristics / Marketing Attribute CHRMAS Classes / Marketing Attribute Set CLSMAS Classification / Marketing Attribute Assignment CLFMAS Integration flows for marketing attribute Replication from C4C to SAP CRM Business Scenario This guide describes the required configuration to replicate marketing attributes from SAP CRM to SAP Cloud for Customer. You need to use this when you want to leverage the marketing attributes in SAP CRM in SAP Cloud for customer. The marketing set is replicated from CRM to C4C. The marketing attribute assignment are replicated bi-directionally. This guide describes the replication of marketing attribute, marketing attribute set and marketing attribute set assignment to BP from SAP CRM to C4C and the replication of marketing attribute set assignment from C4C to SAP CRM. 2 Prerequisites This guide assumes you have already configured the integration connectivity from SAP CRM to SAP C4C. It assumes the connectivity reports were executed and marketing attributes were included in all SAP CRM settings. In addition there is a note to be implemented for enabling change pointer for marketing attribute assignment, details of which are available in the integration guide. For all related details, please see the integration guide. All official integration guides are located at How to Configure Integration between SAP CRM and SAP Cloud for Customers using SAP PI Table of Contents 2015 SAP AG or an SAP affiliate company. All rights reserved. 3

4 3 Step-by-Step Procedure 3.1. Replication from SAP CRM to C4C Create Marketing attribute set in SAP CRM Please ensure you have marketing attributes already configured on SAP CRM. When you select the marketing attribute you see the details shows in the following screenshot. The screenshot describes how to create the marketing attributes. Select Save after the marketing attribute is created. Step-by-Step Procedure 2015 SAP AG or an SAP affiliate company. All rights reserved. 4

5 Assigning the attribute set to a BP Select the account to which the attribute set is to be assigned and click edit List in Marketing Attribute tray. You can select from the drop down list of all available Marketing Attribute set the desired one to be assigned. Once you select an attribute set from the list the entry gets displayed in the table format showing all Marketing Attributes in the set along with provision to select and assign the values available for the attribute Replication from SAP CRM to C4C 2015 SAP AG or an SAP affiliate company. All rights reserved. 5

6 Default values if any maintained for an attribute will be selected automatically and you can change the value accordingly. Click save and the entered attribute and values are assigned to the business partner Replicating the data to C4C For replicating the above created data and assignment we have to call the change pointer report for the IDoc types for attribute, attribute set and assignment.. (Note: The IDoc creation will not happen automatically and is only done via change pointers). In customer system these reports with the corresponding input types will be scheduled. Change pointer report is accessible via report name RBDMIDOC from SE38 or directly via transaction BD21. The corresponding IDoc type has to be given as input while running the report to generate IDocs from change pointers to the external systems as maintained in the distribution model. Unlike other CRM IDocs CHRMAS, CLSMAS and CLFMAS needs a distribution model to be maintained via transaction BD64. Scenario Marketing Attribute Marketing Attribute Set Marketing Attribute Assignment IDoc Type CHRMAS CLSMAS CLFMAS Note: The sequence is very important: it must be CHRMAS followed by CLSMAS and then CLFMAS. The subsequent IDocs have dependent data in the predecessor and if not followed in this sequence will raise exception in C4C system during message processing. 1. CHRMAS Execute 2. CLSMAS Execute 3. CLFMAS 3.1. Replication from SAP CRM to C4C 2015 SAP AG or an SAP affiliate company. All rights reserved. 6

7 Execute For all 3 you will get a message with the number of master and communication IDocs created. You can view the IDocs in transaction WE05 The replicated attributes can be viewed in C4C under the tab Marketing Attributes for the Customer. Note: Marketing Attribute tab is available only in HTML5 UI and not in Silverlight Initial Load / Resending of Marketing Attributes Data The following describes the reports required for initial load of marketing attribute characteristics, classes, and classification Characteristics / Marketing Attribute CHRMAS The report to send characteristics is RBDSECHR Replication from SAP CRM to C4C 2015 SAP AG or an SAP affiliate company. All rights reserved. 7

8 Here a sample IDoc in Excel format: chrmas.xlsx Classes / Marketing Attribute Set CLSMAS The report to send class definitions is RBDSECLS. Here the sample IDoc that was generated: clsmas.xlsx Classification / Marketing Attribute Assignment CLFMAS The report to send classification is RBDSECLF Replication from SAP CRM to C4C 2015 SAP AG or an SAP affiliate company. All rights reserved. 8

9 Here a sample IDoc for CLFMAS: clfmas.xlsx Integration flows for marketing attribute The integration flows for marketing attributes can be found in the integration spreadsheet at Standard configuration is used for these scenarios. In case of PI as the middleware you can check the process integration scenario COD_CRM_MasterDataReplication for the complete flow of marketing attributes data. In case the middleware is HCI following are the integration iflows: 1. Marketing Attribute a. CRM to COD com.sap.scenarios.crm2cod.businessattribute.replication 2. Marketing Attribute Set a. CRM to COD com.sap.scenarios.crm2cod.businessattributeset.replication 3. Marketing Attribute Assignment a. CRM to COD com.sap.scenarios.crm2cod.businessattributeassignment.replication b. COD to CRM com.sap.scenarios.cod2crm.businessattributeassignment.replication 3.2. Replication from C4C to SAP CRM. The replication is enabled from C4C to SAP CRM only for the marketing attribute assignment to an Account. There is no separate WoC view for marketing attribute or marketing attribute set. All available marketing attribute sets and the corresponding attributes with the values under them are visible from the Marketing Attribute tab of an Account while in Edit mode. Replication from C4C to SAP CRM SAP AG or an SAP affiliate company. All rights reserved. 9

10 Replication from C4C to SAP CRM SAP AG or an SAP affiliate company. All rights reserved. 10

11 When you click on Add all available Marketing Attribute Sets will be displayed in a pop up from where you can select the desired one. There is also a filter option for easy selection. Once the Marketing Attribute Set is selected the entry gets displayed in the table format showing all Marketing Attributes in the set along with provision to select and assign the values available for the attribute. Replication from C4C to SAP CRM SAP AG or an SAP affiliate company. All rights reserved. 11

12 Click on Save after desired changes are done. An outbound message will be triggered for replicating the assignment to SAP CRM system as per configuration available in the C4C communication arrangement. You can view the message in the web service message monitor in C4C. Replication from C4C to SAP CRM SAP AG or an SAP affiliate company. All rights reserved. 12

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