SAP C4C to Marketo Opportunity Data Sync

Software AG Products 10.7 | Integrating On-Premises and Cloud Applications | Integration Cloud | Recipes | SAP C4C to Marketo Opportunity Data Sync

This section describes the recipe for the data sync between SAP Cloud for Customer Opportunity business object and Marketo Opportunity business object.

SAP Cloud for Customer (C4C) is a cloud solution to manage customer sales, customer service, and marketing activities efficiently and is one of the key SAP solutions to manage customer relationships.

Marketo provides software platforms and technologies designed for marketing departments such as account-based marketing, which includes email, mobile, social, digital ads, web management, and analytics.

Business Use Case

The business purpose of this integration is to extract SAP Cloud for Customer Opportunity records and upsert them into Marketo as Opportunity records with related Company and Salesperson and then create Marketo Opportunity Contact Role records with a dependency on Marketo Lead, based on the associated Contact of SAP Cloud for Customer.

Custom Fields

The Opportunity object needs to be created or upserted in SAP C4C with the below mentioned custom fields. Similarly, when the Opportunity object gets synced in Marketo, it needs to be created or updated with the below mentioned custom fields. The required custom fields are as follows:

On SAP C4C	Comments
zTotalNegotiatedValueConvertedcontent	Custom field needs to be created in SAP C4C to hold the Amount for Marketo Opportunity record.
zWeightedValueConvertedcontent	Custom field needs to be created in SAP C4C to hold the ExpectedRevenue for Marketo Opportunity record.
ZFiscalQuarter	Custom field needs to be created in SAP C4C to hold the FiscalQuarter for Marketo Opportunity record.
ZFiscalYear	Custom field needs to be created in SAP C4C to hold the FiscalYear for Marketo Opportunity record.
Fiscal	Custom field needs to be created in SAP C4C to hold the Fiscal for Marketo Opportunity record.

On Marketo	Comments
c4COpptID	Custom field in Marketo for Opportunity record to hold the SAP C4C Opportunity record ID.
opportunityObjectID	Custom field in Marketo for Opportunity record to hold the SAP C4C Opportunity record ObjectID

Required recipes to run before Opportunity

SAP C4C	Marketo	Required Fields	Comments
Employee	SalesPerson	externalSalesPersonID	If employee is synched in Marketo, then only the Opportunity owner will be updated at Marketo from SAP C4C.
Account	Company	externalCompanyID (SAP ProspectPartyID)	If account is synced in Marketo, then only the Opportunity company will be updated at Marketo from SAP C4C.
Contact	Lead	c4CContactID (SAP PrimaryContactPartyID)	If contact is synced in Marketo, then only the Opportunity will be upserted at Marketo from SAP C4C.

Product Compatibility

The recipe is tested for SAP Cloud for Customer product version 1908.04.0006. Hence the recipe is compatible to run for the tested and older versions of the product.

Data Sync Flow

This integration "SAPC4CToMarketoOpportunityDataSync" is designed to run for initial as well as ongoing sync. As part of the initial sync, all the Opportunity records present in SAP C4C will be synced to Marketo. On the other hand, as part of the ongoing sync, the updated or newly created Opportunity records will be synced to Marketo for the provided date range.

The following diagram represents creating a Opportunity in Marketo from an Opportunity in SAP C4C:

Input Parameters

Sl.No	Parameter	Description
1	isInitialSync	Set to true in case of initial sync and to false in case of ongoing sync (true/false).
2	syncInterval	The sync interval can be entered either in hours/minutes/seconds or all of them and corresponding pattern and time zone if required.
3	logRecordStatusFlag	The log status of each record processed. It can either be true or false.

Operations Used

Sl.No	Operations Used	Application	Description
1	QueryOpportunity	SAP C4C	Query SAP C4C Opportunity.
2	queryLead	Marketo	Query Lead from Marketo.
3	queryEmployee	SAP C4C	Query Employee from SAP C4C.
4	upsertOpportunities	Marketo	Upsert opportunities in Marketo.
5	upsertMarketoOpportunityRoles	Marketo	Upsert Opportunity Roles in Marketo.

1. QueryOpportunity

Input Filter parameter

IsInitialSync = True: ProspectPartyID ne null and MainEmployeeResponsiblePartyID ne null

IsInitialSync = False: ProspectPartyID ne null and MainEmployeeResponsiblePartyID ne null and ETag ge datetimeoffset'%fromDateString%'

Note:
Pagination will be done based on this operation. 100 records per API Call.

2. queryLead

QueryLead based on c4CCustomerID(CustomField) Identifier. This operation will provide related Marketo Lead(id), which will be mapped to leadId in upsertOpportunities operation.

QueryLead based on c4CCustomerID(CustomField) Identifier. This operation will provide related Marketo Lead(id), which will be mapped to leadId in upsertMarketoOpportunitiesRoles operation.

3. queryEmployee

queryEmployee based on filter constructed with BusinessPartnerIDs to obtain Employee ID in SAP C4C. This operation will provide the related Employee ID, which will be mapped to externalSalesPersonId in upsertOpportunities operation.

Note:
The required response data of queryOpportunity, queryLead, and queryEmployee will be stored in toList[].

a. upsertOpportunities

Field Mapping

SAP - OPPORTUNITY Source (ToList)	Field Type	MKTO - OPPORTUNITY	Field Type
CreationDate	Standard	externalCreatedDate	Standard
ExpectedProcessingEndDate	Standard	closeDate	Standard
ID	Standard	externalOpportunityId	Standard
ID	Standard	c4COpptID	Custom
LifeCycleStatusCodeText	Standard	Stage	Standard
Name	Standard	description	Standard
ProspectPartyID	Standard	externalCompanyId	Standard
ProbabilityPercent	Standard	probability	Standard
Fiscal_KUT	Custom	fiscal	Standard
ZFiscalQuarter_KUT	Custom	fiscalQuarter	Standard
zTotalNegotiatedValue Convertedcontent_KUT	Custom	amount	Standard
zWeightedValue Convertedcontent_KUT	Custom	expectedRevenue	Standard
isClosed	Transformed from standard field StausCodeText	isClosed	Standard
isWon	Transformed from standard field StausCodeText	isWon	Standard
ZFiscalYear_KUT	Custom	fiscalYear	Standard
externalSalesPersonId	Mapped from /queryLeadOutput/leads/ externalSalesPersonId	externalSalesPersonId	Standard
SalesForecastCategoryCodeText	Standard	forecastCategoryName	Standard
ObjectID	Standard	opportunityObjectID	Custom

Note:
Pagination will be done based on this operation. 100 records per API Call.

4. QueryOpportunity

UpsertMarketoOpportunity is a very important step in syncing opportunities as opportunities will appear on Marketo UI only if contact roles are synced. Without this operation, the relationship between lead and opportunity is not defined.

One opportunity can be related to many contacts with different or same roles.

One opportunity will have only one primary contact and can be related to same contact with multiple roles.

One opportunity can be related to contacts with or without roles. In cases where roles are not defined in the SAP C4C side, those records will be skipped while creating the opportunity role.

In an opportunity, for every contact role, there will be a new entry of opportunityrole (Opportunity Info tab. See activities logs for further clarification at Marketo side.)

Note:
The required response data of queryOpportunity/$expand and queryLead will be stored in toList[].

FileMapping

Source (ToList)	Field Type	MKTO - OPPORTUNITY Role	Field Type
OpportunityPartyContact MainIndicator	Standard	isPrimary	Standard
OpportunityId	Standard	externalOpportunityId	Standard
LeadID	Standard	leadId	Standard
RoleCodeTest	Standard	role	Standard

Usage Notes

In order to add new standard or custom fields to the integration, copy the required field to the respective toList array, and proceed with mapping from the respective toList array to the desired field.

In order to change or remove standard or custom fields from the integration, remove the required field mapping and change or remove the field from the respective toList array.