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Function documentationImporting and Exporting Cases with XI

 

In Customizing you can use Business Add-Ins (BAdIs) to influence how case information is imported and exported through XI. Also you can use these BAdIs to convert (map) case information to XI messages during the export and import. XI allows data exchange between SAP systems and from SAP systems to non-SAP systems via XML messages.

In addition to these BAdIs, you can use the available BAdIs to:

  • Monitor imported and exported case information to see if there have been any errors

  • Use various BAdIs to perform customer enhancements for XI case imports and exports

  • Manually export cases on an as-needed basis

You can find the Customizing for each of these BAdIs and the additional functions under Start of the navigation path Customer Relationship Management Next navigation step Case Management Next navigation step Extended Customizing Next navigation step Case Import and Export with XI End of the navigation path.

Prerequisites

An XI server must be set up and used to exchange the information from system to system.

Example

A customer has two CRM systems and wants to export information about a case from one system to another. In CRM system A, a case is exported and is converted into an XI message. The XI message is sent to an XI server, and this message is then sent to CRM system B. There the case is converted into an internal structure and it is then imported in CRM system B.