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Connectors → Oracle CPQ

About Oracle CPQ

Oracle Configure, Price, Quote (CPQ) is a cloud-based application that enables you to streamline the entire opportunity-to-quote-to-order process, including product selection, configuration, pricing, quoting, ordering, and approval workflows.

About the Oracle CPQ Connector

With the Oracle CPQ connector, you can get data from Oracle CPQ inside Incorta. You can create dashboards and insights based on this financial data to help your organization make good decisions.

This connector fetches data from your Oracle CPQ system using the Oracle CPQ REST API.

Note

The Oracle CPQ connector is available for preview only.

The Oracle CPQ connector supports the following Incorta-specific functionalities:

FeatureSupported
Chunking✔
Data Agent
Encryption at Ingest
Incremental Load✔
Multi-Source✔
OAuth✔
Performance Optimized✔
Remote
Single-Source✔
Spark Extraction
Webhook Callbacks

Steps to connect Oracle CPQ and Incorta

To connect Oracle CPQ and Incorta, here are the high-level steps, tools, and procedures:

Create an external data source

Here are the steps to create an external data source with the Oracle CPQ connector:

  • Sign in to the Incorta Direct Data Platform™.
  • In the Navigation bar, select Data.
  • In the Action bar, select + New → Add Data Source.
  • In the Choose a Data Source dialog, in Database, select Oracle CPQ.
  • In the New Data Source dialog, specify the applicable connector properties.
  • To test, select Test Connection.
  • Select Ok to save your changes.

Oracle CPQ connector properties

Here are the properties for the Oracle CPQ connector:

PropertyControlDescription
Name Your Data Sourcetext boxEnter a name for your data source.
Domaintext boxEnter the URL for your Oracle CPQ System.
Usernametext boxEnter your username.
Passwordtext boxEnter your password.
Max concurrent callstext boxEnter the maximum number of concurrent calls that Incorta sends to Oracle CPQ. The default is 5 calls.
Timeout in secondstext boxEnter the time in seconds to wait for a response from Oracle CPQ. The default is 600 seconds.
Metadata cache time (hours)text boxThe time to cache the JSON response for table and column discovery. Set to 0 for no caching.

Create a schema with the Schema Wizard

Here are the steps to create an Oracle CPQ schema with the Schema Wizard:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the Schema Manager, in the Action bar, select + New → Schema Wizard.
  • In (1) Choose a Source, specify the following:
    • For Enter a name, enter the schema name.
    • For Select a Datasource, select the Oracle CPQ source.
    • Optionally create a description.
  • In the Schema Wizard footer, select Next.
  • In (2) Manage Tables, in the Data Panel, first, select the name of the Data Source, and then check the Select All checkbox.
  • In the Schema Wizard footer, select Next.
  • In (3) Finalize, in the Schema Wizard footer, select Create Schema.
Note

You can only use the Schema Wizard to create a schema for the Oracle CPQ connector.

Oracle CPQ data source properties

For a schema table in Incorta, you can define the following Oracle CPQ-specific data source properties as follows:

PropertyControlDescription
Typedrop-down listThe default is Oracle CPQ
Data Sourcedrop-down listSelect the Oracle CPQ data source
CallbacktoggleEnable this property to expose the Callback URL field
Callback URLtext boxThis property appears when the Callback toggle is enabled. Specify the URL.

View the schema diagram with the Schema Diagram Viewer

Here are the steps to view the schema diagram using the Schema Diagram Viewer:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the list of schemas, select the Oracle CPQ schema.
  • In the Schema Designer, in the Action bar, select Diagram.

Load the schema

Here are the steps to perform a Full Load of the Oracle CPQ schema using the Schema Designer:

  • Sign in to the Incorta Direct Data Platform.
  • In the Navigation bar, select Schema.
  • In the list of schemas, select the Oracle CPQ schema.
  • In the Schema Designer, in the Action bar, select Load → Full Load.
  • To review the load status, in Last Load Status, select the date.

Explore the schema

With the full load of the Oracle CPQ schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard.

To open the Analyzer from the schema, follow these steps:

  • In the Navigation bar, select Schema.
  • In the Schema Manager, in the List view, select the Oracle CPQ schema.
  • In the Schema Designer, in the Action bar, select Explore Data.

Known Limitations

  • Oracle CPQ API returns string as the column type for date and timestamp columns
  • You can only load child tables by enabling chunking