Specifying selection settings

  1. Select Data Import > BE Communication Setup.
  2. Expand the Selection section.
  3. Specify this information:
    Export Accounts to M3
    Select what to export to M3 BE. You can choose to export new accounts and updates, updates to existing accounts only, or new accounts only. You can also choose not to export anything to M3 BE.

    To enable the creation of an M3 account from an M3 CLM account, select 1 or 3.

    Note: This field applies only to M3 CLM.
    Account Status From
    Specify the lowest status the account should have to be imported.
    Account Status To
    Specify the highest status the account should have to be imported.

    Account Status From and Account Status To are inclusive - if set to 20 and 90, respectively, an account with status 15 is not imported, but an account with status 20 or 90 is imported.

    Account Type 0 - Account Type 9
    For Account Type 0 up to Account Type 9, these fields select which account types are imported. You can choose not to copy, always copy, and copy upon entry the Accounts with the specified Type in M3 BE. The default setting of Account Type 0 is always (2) imported, the others are set to 0 - No.
    Note: This field applies only to M3 CLM.
    Product Status From
    Specify the lowest status that product should have to be imported.
    Product Status To
    Specify the highest status the product should have to be imported.

    Product Status From and Product Status To are inclusive. If you set Product Status From as 20 and Product Status To as 90, a product with status 15 will not imported, but a product with status 20 or 90 is imported.

    Only Saleable Products
    Select if only products that are saleable are imported (that is, Saleable in MMS001 = 1). For MFS, ensure that this option is not selected.
    Contacts with Employer ref type
    This field shows that Mobility Core import contacts with Employee ref type set to '1 - Customer'. This field is read-only.
  4. Click Save.