Saturday, September 24, 2016

Customer Import using API's

Following API's are used for creating customers

1) The first step is to create Party. hz_party_v2pub.create_organization is used to create a party.
2) Once party is created then the customer accounts should be created. hz_cust_account_v2pub.create_cust_account API is used to create Customer Accounts. The p_organization_rec should have party information. The orig_system_reference for p_cust_account_Rec should be same as parties orig_system_reference.
3) Now that party and accounts are created, customer account sites and its uses should be created. But before that location and party_sites should be created and attached to party.
4) hz_location_v2pub.create_location API is used to create location. This is a simple API that takes address table type as input and returns location_id as a OUT parameter.
5) API hz_party_site_v2pub.create_party_site is used to create party_site. The party_id created in step 1 and location_id created in step 4 is passed in the party_site_rec parameter. This will return party_site_id as a OUT parameter.
6) Now that we have created the party_sites, its time to create customer site using APIhz_cust_account_site_v2pub.create_cust_acct_site. The cust_account_id created in step 2 and party_site_id created in step 5 is inputted in the cust_acct_site_rec record type. This returns cust_acct_site_id as a OUT parameter.
7) The site use(SHIP_TO, BILL_TO etc.) can be created using API hz_cust_account_site_v2pub.create_cust_site_use. The cust_acct_site_id created in step 6
8) For BILL_TO the customer profiles can be created using API hz_customer_profile_v2pub.create_customer_profile

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