Dear Readers,
The purpose of this article is to demonstrate and explain how Integration between Agent Performance Management(Producer Pro) to SAP Commissions is through Sync process which syncs the Producer related data to Commissions via the Commissions API(Rest API v2) with Auto scheduler.
Note ⚠️ :
The process is a one way sync from APM to Commissions and not from Commissions to APM.
Part 1 : Enable Sync and Setup API endpoints for Commission Sync
Prerequisites
- ⚙️ APM Admin user should enable Sync Option and Configuration Settings
- ⚙️ SAP Commission User must have Admin role to setup Sync (Assign Role)
- ⚙️ RestAPI role should be assigned to user created from Commission - User Administration
- ⚙️ APM to Commissions Sync must be enabled in the Global Features section in Producer Manager
- ⚙️ In Channel Management, Objects in Contract Type, Status Code should be created through RestAPI endpoints.
How to enable Sync ?
Before you can get started you need to ensure the Producer Manager to Commissions Sync has been enabled.
Go to
Administrator > Configuration > Global Features
Enable checkbox for Sync
Click
Save to complete the enabling process and you will see it later with
Sync
Setup Sync (API Endpoint Configuration )
Navigate to Administrator → Sync → Sync Target Search. Click
+ to create a new Sync Target.
New form will be displayed to fill out the following fields:
SyncTargetId: |
<ANY thing you can enter> |
SyncTargetName: |
<ANY Name to identify the running process > |
SyncTargetType: |
Commissions |
RetryAttempts: |
Defaults to 0. The value 0 indicates the sync will only try to sync an audit record once with no retries on failure. Indicate a value greater than 0 if you want Producer Manager Sync to retry a failed sync record for a specific number of retries. |
SyncTargetAuthEndPoint: |
The authentication endpoint URL for the Commissions region. |
SyncTargetEndPoint: |
The end point URL for the Commissions region. |
SyncTargetUserId: |
The Commissions API endpoint UserID |
SyncTargetPwd: |
The Commissions API endpoint password. |
SyncTargetAuthUserId: |
The Commissions Auth end point UserID. |
SyncTargetAuthPwd: |
The Commissions Auth endpoint password |
ReferenceRetryAttempts: |
-1 is the default value which means the process will indefinitely try to resync the reference failures until something is syncing newly. If the user wants to restrict the number of retries, they can specify the value here |
The
Sync Target Detail has two sets of servers that you need to fill out
SyncTargetEndPoint
https://tenantid.callidusondemand.com/TrueComp-SaaS/services/v2
SyncTargetAuthEndPoint
https://tenantid.callidusondemand.com/CallidusPortal/services/v2
The fields
SyncTargetUserId &
SyncTargetAuth UserId may have different values based upon how the server is setup.
The value of
SyncTargetEntity.
SyncTargetEntity should be the name of the API end point as defined in the
Commissions API documentation
Once the required details above have been entered, click
Save button. Once the form has been saved, click the Test button. This will validate that the detail entered are correct. If the test connection fails troubleshoot that the end point URLs are correct and that the UserID's and passwords are correct.
Coming Next - Part 2
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