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Import and Export Tools

Several utilities are available from the Import and Export Tools page, which augment the import and export facilities in Oracle CRM On Demand:

For more information about choosing an appropriate import method, see 1089184.1 (Article ID) on My Oracle Support.

The import process consists of these steps:

You can also export data from Oracle CRM On Demand to CSV files. For information about exporting, click a topic:

Before you begin:

  • To import data, your role must include either the Administration Import privilege or the Marketing Import privilege. The Administration Import privilege lets you import all record types, whereas the Marketing Import privilege lets you import only accounts, contacts, and leads.
  • If a user wants to import up to 2000 contacts, you must enable the Personal Import privilege for the user's role. The Personal Import privilege provides greater control over a user's data imports. For more information on roles, see Adding Roles.
  • Review this entire section as well as the tutorial lessons on importing records, which provide additional information for performing imports (best practices).

    CAUTION: You cannot undo the importing of records or perform a mass deletion of records. Therefore, practice the importing procedure with a file of 5-10 records to avoid cleaning up data afterwards. If your company is importing a large number of records, attend a training session on data importing or contact Customer Care. For information on those resources, click the Training and Support link at the top of each page within Oracle CRM On Demand.

  • To export data, your role must include the Administration Export privilege.

You can import data from comma-separated value (CSV) files to automatically create records in Oracle CRM On Demand. Each CSV file must be less than 20 MB in size. To reduce the file size, either divide the records into several files, or reduce the data by deleting the columns that you do not want to import. You can view a sample CSV file in Oracle Data Loader On Demand Guide.

This table describes what types of records you can create by importing data and how many records you can import each time that you run the import process.

Record Type

Record Limit
for Each Import

Account

30000

Account Team

50000

Address

30000

Appointment

30000

Appointment Contact

50000

Appointment User

50000

Asset

80000

Contact (Admin)

30000

Contact Team

50000

Campaign

50000

Campaign Recipient

50000

Deal Registrations

30000

Lead

30000

Note

50000

Order

30000

Order Item

30000

Opportunity

30000

Opportunity Contact Role

50000

Opportunity Product

80000

Product

80000

Product Category

30000

Property

30000

Solution

50000

Service Request

30000

Task

30000

Task Contact

50000

Task User

50000

User

500

Vehicle Contact

50000

Depending on the industry-specific solutions you have implemented, the following records can be made available to import:

Record Type

Record Limit
for Each Import

Allocation

30000

Application

30000

Business Plan

30000

Claim

30000

Contact State License

30000

Coverage

30000

Custom Objects

30000

Damage

30000

Dealer

80000

Deal Registration

30000

Financial Account

30000

Financial Account Holder

30000

Financial Account Holding

30000

Financial Plan

30000

Financial Product

30000

Financial Transaction

30000

Inventory Audit Report

30000

Inventory Period

30000

Involved Party

30000

Insurance Property

30000

MDF Request

30000

Messaging Plan

30000

Messaging Plan Item

30000

Messaging Plan Item Relation

30000

Message Response

30000

Objective

30000

Partner

30000

Plan Account

30000

Plan Contact

30000

Plan Opportunity

30000

Policy

30000

Policy Holder

30000

Portfolio

30000

Price List

30000

Price List Line Item

30000

Sample Disclaimer

30000

Sample Inventory

30000

Sample Lot

30000

Sample Transaction

30000

Signature

30000

Special Pricing Product

30000

Special Pricing Request

30000

Transaction Item

30000

Vehicle

80000

 

 


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.