ExactTarget for Oracle CRM On-Demand Integration

Prerequisites

You must have an Oracle CRM On-Demand account to be used in conjunction with the ExactTarget application. This feature must also be enabled for your ExactTarget account. Contact your ExactTarget representative for more information on enabling this feature. 

What is the ExactTarget for Oracle CRM On-Demand Integration

The ExactTarget for Oracle CRM On-Demand integration allows you to pull information from your Oracle CRM On-Demand instance into your ExactTarget account. This activity takes place over an SSL connection, and the information resides in a sendable data extension and can be used as a source of information for email sends, list creation, and similar functions. At present, the ExactTarget application does not push any information back to the Oracle CRM On-Demand account. All send and tracking information resides in your ExactTarget account.

Why Use the ExactTarget for Oracle CRM On-Demand Integration

The integration allows you to pull specific information maintained in your Oracle CRM On-Demand account and use it as part of your ExactTarget application activities. For example, you can use information imported from your Oracle CRM On-Demand account as the basis for email or SMS sends.

How to Use the ExactTarget for Oracle CRM On-Demand Integration

Follow the steps below to create the import definition and sendable data extension necessary to retrieve information from an Oracle CRM On-Demand account.

NOTE: The server name will follow the naming pattern secure-(string)-(string).com and will not include http://. Obtain this information from your Oracle CRM On-Demand account.

1. Log into your ExactTarget account and select the Admin tab.
2. Select File Location under the Data Management heading in the side navigation bar.
3. Click the Create button.
4. Enter the Name, External Key, and Description of your file location.
5. In the dropdown menu, select Oracle Objects.
6. Under the Oracle Objects section, enter the Username, Password, and Server Name for your Oracle CRM On-Demand account.
7. Click Save.
8. Repeat steps 3-8 for as many instances as you have.
9. Click the Interactions tab.
10. Select Import under the Activities heading in the side navigation bar.
11. Click Create.
12. Enter the Name, External Key, and Description of your import definition.
13. Under File Location, select your Oracle integration from the dropdown menu.
14. If you want a new data extension to hold this data, click the New radio button. Otherwise, click the Existing radio button and choose your data extension in the window below the radio buttons.
15. Click the Object radio button.
16. Click the specific objects and select the applicable information, using the process outlined in the import activity document.
17. Repeat steps 10-16 for all applicable instances.

At this point, the integration does not support custom objects. You can use basic SQL queries in the filter section of the import activity. You can manually update the data extensions or use a program to refresh the data.

For example, the queries below can be used to filter on the CONTACTS field:

[ContactEmail] IS NOT NULL
[ContactEmail] ~LIKE '*ruiz2*'
[ContactEmail] LIKE '*@*'
[ContactEmail] ~= 'Angel'

Additional filter syntax information can be found on the Oracle Web Services On Demand Guide.