SAP Knowledge Base Article - Public

2839291 - How To Update Marketing Permission Data Using the Data Workbench

Symptom

This Knowledge Base Article provides instructions on how to update marketing permission data using the Data Workbench.

Environment

SAP Cloud for Customer

Resolution

First, it's necessary to extract the information of the relevant business partner(s) whose marketing permissions are being updated.

  1. Go to the Data Workbench work center.
  2. Access the Export view.
  3. Search and select the object Marketing Permission.
  4. Use the ID(s) of the business partner(s) to filter.
  5. Proceed with the wizard to export the file.
  6. The resulting file will have the following columns:
    • ObjectID
    • External_Key
    • BusinessPartnerUUID
    • BusinessPartner_ID
    • Created_On
    • Last_Changed_On
    • AlternativeKey

Afterwards, export the existing channel permission data.

  1. Go to the Data Workbench work center.
  2. Access the Export view.
  3. Search and select the object Marketing Permission Channel Permission
  4. Proceed with the wizard to export the file (no filter required).
  5. The resulting file will have the following columns.
    • ObjectID
    • ParentObjectID
    • HeaderObjectID
    • ExternalKey 
    • MarketingPermissionExternalKey
    • Channel 
    • Channel_Text
    • Consent 
    • Consent_Text
    • Created_On
    • Last_Changed_On
  6. Locate the relevant record in the file using the Object ID obtained in the previous Marketing Permission export.

Next, there can be two scenarios:

I. You want to add a new record with a different channel

If you want to add a new channel for this Business Partner, create a new template with the record exported in step 2, configured as below:

  • HeaderObjectID - Keep value as is
  • ObjectID - Remove the ObjectID
  • ParentObjectID - Keep value as is
  • Channel - Change as required
  • ChannelText - Change as required
  • Consent - Change as required
  • ConsentText - Change as required

II. You want to update the existing channel data for this record with a different channel ID

In this case, the configuration of the file should be as follows:

  • HeaderObjectID - Keep value as is
  • ObjectID - Keep value as is
  • ParentObjectID - Keep value as it is
  • Channel - Change as required
  • ChannelText - Change as required
  • Consent - Change as required
  • ConsentText - Change as required

In any of the cases, once the file is ready, re-import it into the system as follows:

  1. Go to the Data Workbench work center.
  2. Access the Import view.
  3. Select the Update option.
  4. Search and select the Marketing Permission Channel Permission object.
  5. Proceed with the wizard to import the file you have created.

Keywords

Marketing Permission, Update, Channel Permission, Consent, Data Workbench , KBA , LOD-CRM-INT-DWB , Data Workbench , LOD-CRM-MKT , Marketing , Problem

Product

SAP Cloud for Customer add-ins all versions