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Account Book Fields: Import Preparation

The following table contains information about setting up your CSV file before importing book accounts into Oracle CRM On Demand. This information supplements the guidelines in the topic Field Type Guidelines for Importing Data. First, you must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names that have been changed for your company in Oracle CRM On Demand. Therefore, if you do not see a specific field when you try to import your data, check with your company administrator to determine the new name for the field. For more information on time-based book assignments, see About Time-Based Book Assignments.

Default Book Accounts Field Name

Data Type

Maximum Length

Comments

Book

String

150

None

Book Id

String

15

None

Book External ID

String

30

None

Account: Id

String

15

Account identifier.

Account

String

100

None

Account Location

String

50

None

Account External ID

String

30

None

Start Date

Date

None

The date on which the record activation must take place.

End Date

Date

None

The date on which the record activation must end.

Future Primary Flag

String

1

If the future primary flag has a value of Y, then the book for the current record is set to primary for the data object when the book is activated. This is based on the Start Date field. The values for this field are: Y and N.


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