How-To Guide SAP Cloud for Customer Document Version: How to Perform Initial Load of data from SAP CRM to SAP Cloud for Customer

How-To Guide

SAP Cloud for Customer

Document Version: 1.0 - 2014-04-09

How to Perform Initial Load of data from SAP CRM

to SAP Cloud for Customer

Document History

Document Version Description

Table of Contents

1 Business Scenario ... 4

2 Background Information ... 4

3 Prerequisites ... 4

4 Initial Load of Master Data from SAP CRM to SAP Cloud for Customer ... 4

5 Step-by-Step Procedure ... 6

5.1 Initial Load of Organization Data ... 6

5.2 Initial Load of Territories ... 7

5.3 Initial Load of Accounts/Contacts/Prospects/Competitors (Business Partner) ... 9

5.4 Initial Load of Employees ... 13

5.5 Initial Load of Product Hierarchy ... 15

5.6 Initial Load of Product Materials ... 17

5.7 Initial Load of Business Partner Relation (Account Hierarchy, Account-Employee, Account-Contact) ... 18

6 Initial Load of Transaction Data from SAP CRM to SAP Cloud for Customer ... 19

7 Step-by-Step Procedure ... 21

7.1 Initial Load of Leads ... 21

7.2 Initial Load of Opportunities ... 22

1 Business Scenario

For most existing customers already using SAP On-premise systems, implementing a cloud solution means leveraging their existing data (both master data and transaction data). To speed up the process of replicating such data from customers on premise SAP CRM system to customer’s SAP Cloud for Customer tenant, SAP has provisioned standard ABAP reports. The reports are designed to drastically reduce initial load times of your data into SAP Cloud for Customer.

2 Background Information

This section describes how to extract data from the SAP CRM system and load it into the Cloud Solution.

3 Prerequisites

 Technical connectivity between SAP CRM and SAP Cloud for Customer and vice-versa.

 Integration Configuration settings specified in the Configuration guide for the SAP CRM, SAP middleware such as NetWeaver Process Integration or HANA Cloud Integration, and Cloud Systems.

4 Initial Load of Master Data from SAP CRM to

SAP Cloud for Customer

For integrating your SAP CRM system to your SAP Cloud for Customer solution, one of the critical aspects is loading of your master data. The diagram below captures the sequence in which you should perform the initial load.

The following table gives the list of reports needed to set up the master data objects: Master Data object Business Object Report Pre-requisite Business Object(s) Enhancement Spot Classic BADI Sales Organization Organization Model CRMPCD_ORG_UNIT_ EXTRACT None CRMPCD_OR G_UNIT_REP LICATION Employee Business Partner CRMPCD_EMPLOYEE_ EXTRACT Sales Organization CRMPCD_EM PLOYEE_REP LICATION Account Business Partner CRMPCD_BUPA_EXTR ACT Sales Organization CRMXIF_PA RTNER_MA P

Sales Territory Territory Model CRMPCD_TERRITORY_ TEST Employee, Account CRMPCD_TE RRITORY_RE PLICATION Contact Business Partner CRMPCD_BUPA_EXTR ACT None CRMXIF_PA RTNER_MA P Prospect Business Partner CRMPCD_BUPA_EXTR ACT Sales Organization CRMXIF_PA RTNER_MA P Competitor Business Partner CRMPCD_BUPA_EXTR ACT Sales Organization CRMXIF_PA RTNER_MA P Product Hierarchy Product Hierarchy CRMPCD_PROD_HIEA RCHY_TEST None CRMPCD_PC H_REPLICATI ON Product Materials Product Materials CRMPCD_PRODUCT_ EXTRACT Product Hierarchy COMXIF_P ROD_MAT_ MAP Account Hierarchy Business Partner Relation CRMPCD_BUPA_REL_ EXTRACT Sales Organization, Account CRMXIF_PA RTNER_R_ MAP Account-Employee Relation Business Partner Relation CRMPCD_BUPA_REL_ EXTRACT Sales Organization, Account, Employee CRMXIF_PA RTNER_MA P Account-Contact Relation Business Partner Relation CRMPCD_BUPA_REL_ EXTRACT Sales Organization, Account, Contact CRMXIF_PA RTNER_MA P Bulk Initial Load

All Objects CRMPCD_IDOC_SEND _BY_CONTENT

See object level dependency

5 Step-by-Step Procedure

5.1 Initial Load of Organization Data

1. Select the organizational structure you want to replicate from SAP CRM. 2. Enter the transaction code PPOMA_CRM.

Note

You can also search for the company in Organization Unit. For example, you want to replicate the entire organization structure for a company Almica.

3. Maintain code values for organization data.

Note

To maintain complete code lists in Cloud for Customer, please refer to chapter 7.1 in the integration guide.

Local Data Type CRM Location Path Cloud for Customer Path

RegionCode _{Insert Regions under, SAP Customizing}

Implementation Guide  SAP NetWeaver  General Settings  Set Countries

Region

4. Enter transaction code SE38, and execute the report CRMPCD_ORG_UNIT_EXTRACT.

5. Enter the details below to execute the report:

 Select Initial Load

 Enter Root Organization Unit

 Enter Plan Version

 Enter Key Date

 Enter Package Size

 Enter Site Name

6. After successfully executing the report, go to transaction code we05 to view the status of the IDocs.

7. Once you have confirmed, the IDoc status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

As the organization entities are first replicated into the Staging Business Object (under Data Integration work center  Organization Replication view), the organization entities need to be activated in the Staging Area for successful replication into Cloud for Customer.

Successful organizational mode replication should automatically maintain the ID mapping (under Application and User Management  Edit ID mapping for Integration)

5.2 Initial Load of Territories

Pre-requisite:

 Maintain code values for accounts

 Employee

 Account

Procedure

1. Select the territory hierarchy you wish to replicate.

2. Use transaction CRMPCD_TERRITORY_TEST to run the report. 3. Maintain code values for Sales Territory Data.

Note

To maintain complete code lists in Cloud for Customer, please refer to chapter 7.1 in the integration guide.

Local Data Type CRM Location Path Cloud for Customer Path

HierarchyLevelCode 4. Execute the report.

Note

In this example, company level 00 for 1TERY1, 2132FG and 21FINA is used.

Enter the below details to execute the report

 Select Initial Load

 Enter Territory ID

 Enter Territory Level

 Enter Package Size

 Enter Site Name

5. After successfully executing the report, go to transaction code we05 to view the status of the IDocs. Once you have confirmed the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

5.3 Initial Load of Accounts/Contacts/Prospects/Competitors

(Business Partner)

Pre-requisites

 Set up Sales Organization Data

 Maintain Code Values for Business Partner

Procedure

1. Maintain Code values for Business Partner

Note

To maintain complete code lists in Cloud for Customer, please refer to chapter 7.1 in integration guide.

Local Data Type

CRM Location Path Cloud for Customer Path

AcademicTitle Code

General Business Partners Maintain Academic Title

Maintain Academic Titles under SAP customizing Implementation Guide  Cross-Application Components  SAP Business Partner Business Partner Persons  Name Components

AddressUsage Code

Default _{Define Address Types under SAP Customizing}

Implementation Guide SAP Portfolio and Project Management Portfolio Management

Base System Interfaces SAP Human

Capital Management Integration SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner

Business Partner Basic Settings Address

Determination

BusinessPartn erFunctionTyp eCode

Contacts  Functions _{Define Functions under SAP Customizing}

Implementation Guide SAP Portfolio and Project Management Portfolio Management

Base System Interfaces SAP Human

Capital Management Integration SAP Portfolio and Project Management System Customizing for SAP HCM SAP Business Partner

Business Partner Relationships  Contact

Person

BusinessPartn

erRoleCode Define BP Roles under SAP Customizing _{Implementation Guide  SAP Portfolio and}

Project Management Portfolio Management

Base System Interfaces  SAP Human

Capital Management Integration SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner

Business Partner Basic Settings Business

Local Data Type

CRM Location Path Cloud for Customer Path

BusinessPartn erFunctionalAr eaCode

Contacts

Departments Define Departments under SAP Customizing _{Implementation Guide SAP Portfolio and}

Project Management Portfolio Management

Base System Interfaces  SAP Human

Capital Management Integration SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner

Business Partner Relationships  Contact

Person

BusinessPartn erRelationship CategoryCode

Properties of Business Partner Relationship Categories under SAP Customizing

Implementation Guide Cross-Application Components  SAP Business Partner

Business Partner Relationships  Basic

Settings CashDiscount TermsCode Communicatio n Medium Type Code CompanyLega lFormCode General Business Partners  Maintain Legal Form

Maintain Legal Forms under SAP Customizing Implementation Guide SAP Portfolio and Project Management Portfolio Management

Base System Interfaces SAP Human

Capital Management Integration SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner

Business Partner Organizations CustomerGrou pCode CustomerABC Classification Code Accounts Maintain

ABC Classification Define Customer Class under SAP Customizing _{Implementation Guide Customer Relationship}

Management  Master Data  Business Partner  Define Attributes

DistributionCh

annelCode Define Distribution Channels under SAP _{Customizing Implementation Guide  Customer}

Relationship Management Master Data  Organizational Management  Organizational Data for Sales Scenario

DivisionCode Division _{Define Divisions under SAP Customizing}

Implementation Guide  Customer Relationship Management Master Data  Organizational

Management  Division Settings

DocumentTyp eCode

Local Data Type

CRM Location Path Cloud for Customer Path

FormOfAddres sCode

General Business Partners  Maintain Titles

Maintain Forms of Address under SAP Customizing Implementation Guide SAP Portfolio and Project Management Portfolio Management Base System Interfaces  SAP Human Capital Management Integration  SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner Business Partner Basic Settings  Forms of Address IndustrialSect orCode General Business Partners Industries IndustryClassif icationSystem Code

Maintain Industry Systems and Industries under SAP Customizing Implementation Guide SAP Portfolio and Project Management Portfolio Management  Base System Interfaces  SAP Human Capital Management Integration  SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner  Business Partner  Organizations

MaritalStatusC ode

General Business

Partners Maintain Marital Status under SAP Customizing _{Implementation Guide  Cross-Application}

Components  SAP Business Partner

Business Partner  Persons  Marital

Statuses

NielsenRegion Code

Accounts-> Nielsen _{Define Nielsen ID under SAP Customizing}

Implementation Guide  Customer Relationship Management  Master Data  Business Partner  Define Attributes

OccupationCo de

General Business

Partner  Profession Maintain Occupations under SAP Customizing _{Implementation Guide  Cross-Application}

Components SAP Business Partner  Business Partner  Persons  Occupations

RegionCode Region _{Insert Regions under SAP Customizing}

Implementation Guide  SAP NetWeaver  General Settings Set Countries

PartyIdentifier

TypeCode Define Identification Categories under SAP _{Customizing Implementation Guide }

Cross-Application Components  SAP Business Partner  Business Partner  Basic Settings

 Identification Numbers TextCollection

Local Data Type

CRM Location Path Cloud for Customer Path

VIPReasonCo de

Contacts VIP

contacts Define VIP Entries under SAP Customizing _{Implementation Guide  SAP Portfolio and}

Project Management  Portfolio Management

 Base System Interfaces  SAP Human

Capital Management Integration  SAP Portfolio and Project Management System Customizing for SAP HCM  SAP Business Partner  Business Partner Relationships

Contact Person IncotermsClas

sificationCode PartyRoleCod e

Party Role Definition

2. Execute the report CRMPCD_BUPA_EXTRACT to load Business Partners from SAP CRM to SAP Cloud for Customer.

Note

When you load business partners into the Cloud solution, only the following roles are supported.

 Account (CRM000)

 Competitor (CRM005)

 Contact Person (BUP001)

 Employee (BUP003)  Optional

 Prospect (BUP002)

Caution

If time-dependent data (such as different time-dependent addresses) is maintained in SAP CRM, only the data that is currently valid is transferred to the SAP Cloud solution. If a business partner address in SAP CRM contains multiple communication data (such as multiple telephone or fax numbers), only the default communication data is transferred to the Cloud solution.

5.4 Initial Load of Employees

Prerequisites

 Maintain code values for Employee,

 Setting up Sales Organization Data

You have two possibilities for replicating employee data from SAP CRM to SAP Cloud for Customer

 Option 1: Using the Employee web service (by selecting Employee replication in the

Business Adapting Catalog)

 Option 2: Using the Business partner replication service (by selecting Role category

BUP003)

Note

We recommend that you use Option 1 as it includes information such as Personnel number, log-on user ID and Sales organization assignments.

Points to consider while using Option 1:

 The business roles are not filled by default; They can be filled by implementing a BADI in the Employee IDoc

 If user id is not maintained in Business Partner, then the user id of the employee is defaulted to his/her e-mail address.

 The validity period of the employee is set to the validity period of his/her role assignment in SAP CRM.

 By default, users are activated in SAP Cloud for Customer

 The replicated business object is not directly saved in the target business object but the saving needs to be triggered by the business user in the Data Integration work center or an automatic batch job. (Staging Business Object)

Note

Replication messages of employees are processed by a background job (scheduled job). Employees are not visible in the cloud solution immediately but are available after the next scheduled run of the job.

Procedure

1. Maintain code values for Employee.

Note

To maintain code lists in Cloud for Customer, please refer to chapter 7.1 in the integration guide.

Local Data Type CRM Location Path Cloud for Customer Path

AcademicTitleCode General Business Partners Maintain Academic Title

Maintain Academic Titles under SAP Customizing Implementation Guide  Cross-Application Components  SAP Business Partner  Business Partner

 Persons  Name Components FormofAddressCode General Business 

Maintain Titles Maintain Forms of Address under SAP _{Customizing Implementation Guide }

SAP Portfolio and Project Management

Local Data Type CRM Location Path Cloud for Customer Path

MaritalStatusCode General Business Partners _{Maintain Marital Status under SAP}

Customizing Implementation Guide  Cross-Application Components  SAP Business Partner  Business Partner

 Persons  Marital Statuses WorkAgreementCompens

ationCategoryCode GenderCode

WorkAgreementTypeCode

2. Enter transaction code SE38 and execute the report CRMPCD_EMPLOYEE_EXTRACT.

3. Enter the below details to execute the report.

 Select Initial Load

 Enter Business Partner Number Range

 Enter Key Date

 Enter Package Size

 Enter Site Name

After successfully executing the report, go to transaction code we05 to view the status of the IDocs.

4. Once you have confirmed, the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

As the Employees are first replicated into the Staging Business Object (under Data Integration work center -> Complete Employee Master Data Replication view the Employee records need to be activated in the Staging Area for successful replication into Cloud for Customer.

Successful Organizational mode replication should automatically maintain the ID mapping (under Application and User Management  Edit ID mapping for Integration)

5.5 Initial Load of Product Hierarchy

1. Open the product hierarchy that needs to be transferred in the SAP CRM Web UI or by starting transaction COMM_HIERARCHY.

2. Identify the hierarchy you wish to replicate to the cloud solution.

3. Execute the report CRMPCD_PROD_HIERARCHY_TEST for the product category hierarchy distribution.

Note

It is possible to have only one product hierarchy modeled in the cloud solution. For this reason, you can only transfer the hierarchy that is assigned to the Sales application. This is the default implementation in the CRMPCD_PCH_FILTER BAdI. If you want to change this behavior, then you need to adjust the BAdI implementation. For more information, see the

4. After successfully executing the report, go to transaction code we05 to view the status of the IDocs.

Once you have confirmed the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

Successful Product Hierarchy replication should automatically maintain the ID mapping (under Application and User Management  Edit ID mapping for Integration)

5.6 Initial Load of Product Materials

Prerequisite

 Maintain code values for Products,

 Setting up Product Hierarchy Data

Procedure

1. For Product Material replication, first select the products you wish to replicate from SAP CRM to SAP Cloud for Customer.

2. Maintain code values for Products.

Note

To maintain code lists in Cloud for Customer, please refer to chapter 7.1 in integration guide.

Local Data Type CRM Location Path Cloud for

Customer Path

DistributionChannelCode DivisionCode

MeasureUnitCode

3. Set up Sales Organization Data.

For more information, see section ‎5 on how to setup Sales Organization Data in Cloud for Customer.

4. Set up Product Hierarchy Data.

5. Enter transaction code SE38 and execute the report CRMPCD_PRODUCT_EXTRACT.

6. Enter the below details to execute the report.

 Product ID

 Product Type

 Package Size

 Site Name

7. After successfully executing the report, go to transaction code we05 to view the status of the IDocs. Once you have confirmed the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

5.7 Initial Load of Business Partner Relation (Account

Hierarchy, Account-Employee, Account-Contact)

Prerequisites

 Maintain code values for Accounts

 Setting up Sales Organization Data

Procedure

Execute the report

To trigger the initial load, go to transaction code SE38 and execute the report CRMPCD_BUPA_REL_EXTRACT.

Note

As only one Root Account Hierarchy can be maintained on the Cloud for Customer Solution, select the parent-child relationship on SAP CRM solution that you wish to replicate.

When you load Business Partner Relations into the Cloud solution, only the following relationship categories are supported. (This is true for both initial download as well as data replication.)

 Parent/Child Relationship

 Custom Relationships

 Has/Is Contact Person (BUR001)

6 Initial Load of Transaction Data from SAP

CRM to SAP Cloud for Customer

The diagram below captures the sequence in which you should perform the initial load for transactional data.

The following table gives the list of reports needed to set up the master data objects:

Transaction Data object Busines s Object Report Pre-requisite Business Object(s) Classic BADI

Leads Order CRMPCD_ORDER_EXTRACT Sales Organization , Account, Contact, Employee, CRMXIF_O RDER_MAP

Opportunities Order CRMPCD_ORDER_EXTRACT All Master Data

CRMXIF_O RDER_MAP Activities Task Order CRMPCD_ACTIVITY_EXTRACT All Master

Data

CRMXIF_O RDER_MAP Activities

Appointment

Order CRMPCD_ACTIVITY_EXTRACT All Master Data

CRMXIF_O RDER_MAP Activities Email Order CRMPCD_ACTIVITY_EXTRACT All Master

Data

CRMXIF_O RDER_MAP

Phone call Order CRMPCD_ACTIVITY_EXTRACT All Master Data

CRMXIF_O RDER_MAP Bulk Initial Load All Objects CRMPCD_IDOC_SEND_BY_CO

NTENT

See object level dependency

7 Step-by-Step Procedure

7.1 Initial Load of Leads

Prerequisites

 Maintain Code Values for Leads

 All Master Data

Procedure

1. Enter transaction code SE38 and execute the report CRMPCD_ORDER_EXTRACT.

2. Enter the below details to execute the report.

 Enter the Order ID range

 Enter LEAD as the Process Type

 Enter additional filter criteria such as Sales org, Status if required

 Enter Package Size

 Enter Site Name

3. After successfully executing the report, go to transaction code we05 to view the status of the IDocs. Once you have confirmed the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

7.2 Initial Load of Opportunities

Prerequisites

 Maintain code values for Opportunities

 All Master Data

Procedure

1. Enter transaction code SE38 and execute the report CRMPCD_ORDER_EXTRACT.

2. Enter the below details to execute the report.

 Enter the Order ID range

 Enter OPPT as the Process Type

 Enter additional filter criteria such as Sales org, Status if required

 Enter Package Size

 Enter Site Name

3. After successfully executing the report, go to transaction code we05 to view the status of the IDocs. Once you have confirmed the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

7.3 Initial Load of Activities

Prerequisites

 Maintain code values for Opportunities

 All Master Data

Procedure

1. Enter transaction code SE38 and execute the report CRMPCD_ACTIVITY_EXTRACT.

2. Enter the below details to execute the report.

 Enter the Order ID range

 Enter the Activity types such as CX01, CX02, CX03 and CX04

 Enter additional filter criteria such as Sales org, Status, reference to Opportunity if required

 Enter Package Size

 Enter Site Name

3. After successfully executing the report, go to transaction code we05 to view the status of the IDocs. Once you have confirmed the IDoc Status is successful. You can also check the status, in the Administrator work center  Web Service Message Monitoring view.

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