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Account Fields: Import Preparation

The following table contains specific information about setting up your records before importing accounts into Oracle CRM On Demand. This information supplements the guidelines given 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.

Default Account Field Name

Data Type

Maximum Length

Comments

Account Currency

Picklist

15

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Account Name

Text

100

This field is required by default. Therefore, make sure all records have values in this field before import.

Account Type

Picklist

30

Default valid values: Competitor, Customer, Partner, and Prospect

Annual Revenues

Currency

15

None

Billing Address

Picklist

100

The value in this field is available only if shared addresses are set up for your company. This value must match the Address Name field in the existing address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.

Billing Address 2, 3

Text

100 each

This field is not available if shared addresses are set up for your company.

Billing Address1

Text

200

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

This field is not available if shared addresses are set up for your company.

Billing City

Text

50

This field is not available if shared addresses are set up for your company.

Billing Country

Picklist

30

Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).

This field is not available if shared addresses are set up for your company.

Billing PO Box/Sorting Code

Text

30

If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).

This field is not available if shared addresses are set up for your company.

Billing Province

Text

50

If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).

This field is not available if shared addresses are set up for your company.

Billing US State

Picklist

2

Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.

This field is not available if shared addresses are set up for your company.

Billing Zip/Post Code

Text

30

This field is not available if shared addresses are set up for your company.

Bill To Address External ID

Text

30

If shared addresses are enabled for your company, the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing Address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated Address record.

Call Frequency

Picklist

30

Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Description

Text

16,350

If a Description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters and the remaining characters are added to linked Notes, each with a maximum limit of 16,350 characters.

External Unique ID

Text

30

None

Furigana Name

Text

100

The Furigana equivalent of the Kanji (for Japanese only).

HIN

Text

 

Health Industry Number. Specific to Oracle CRM On Demand Life Sciences Edition.

Industry

Picklist

50

The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import. Alternatively, your company's Oracle CRM On Demand administrator can create a custom Account field that contains the valid values that you expect in your import data. This would allow you to import your data into that custom field instead of this field.

Default valid values: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications

Influence Type

Text

30

Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Integration ID

Text

30

None

Last Call Date

UTC Date Time

7

Specific to Oracle CRM On Demand Life Sciences Edition.

Location

Text

50

In most cases, this field is used to determine record duplication. For more information, see About Record Duplicates and External IDs.

For example, to distinguish between headquarters and a branch office of Account XYZ, the application checks both the Account Name and the Location to determine if the record is a duplicate.

Main Fax #

Phone

40

None

Main Phone #

Phone

40

None

Market Potential

Picklist

30

Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Market Segment

Text

30

Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this text.

Market Share

Number

22

Specific to Oracle CRM On Demand Life Sciences Edition.

Modified By

Not applicable

Not applicable

It is not currently possible to set the value of this field during import. Its value is set automatically by the application.

Number of Employees

Integer

Not applicable

None

Number of Physicians

Number

Not applicable

Specific to Oracle CRM On Demand Life Sciences Edition.

Owner

Email

50

File data must match the Sign On User ID for an existing Oracle CRM On Demand user. If a record does not contain a valid value for this field (including no value), its value is set to the Sign On User ID of the user performing the import.

If this field is not mapped to a valid import file field when running the Import Assistant, the Owner is set to the Sign On User ID of the user performing the import for all of the imported records.

Owner External ID

Text

30

None

Parent Account

Text

100

Must be a valid Account name.

Parent Account External ID

Text

30

None

Parent Account Location

Text

50

None

Partner

Check box

Not applicable

Indication that the account is a partner.

Priority

Picklist

30

Default valid values: Low, Medium, and High

Public Company

Check box

Not applicable

This field should be set to the checked state if this is a public (versus privately-owned) company.

Reassign Account

Check box

Not applicable

Indication that the account should be reassigned. When imported, triggers automatic assignment rules for this account record, if your company administrator or manager has set that feature up.

Reference

Check box

Not applicable

This field should be set to the checked state if this account agreed to be a reference that you can give out to prospects.

Reference as of

Date

Not applicable

None

Region

Picklist

25

Default valid values: East, West, and Central

Route

Picklist

30

Specific to Oracle CRM On Demand Life Sciences Edition. You can edit the picklist.

Shipping Address

Picklist

100

This field is only available if shared addresses are set up for your company.

This value must match the Address Name field in the existing Address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated Address record.

Shipping Address 1

Text

200

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

This field is not available if shared addresses are set up for your company.

Shipping Address 2, 3

Text

100 each

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

This field is not available if shared addresses are set up for your company.

Shipping City

Text

50

This field is not available if shared addresses are set up for your company.

Shipping Country

Picklist

30

Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).

This field is not available if shared addresses are set up for your company.

Shipping PO Box/Sorting Code

Text

30

If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).

This field is not available if shared addresses are set up for your company.

Shipping Province

Text

50

If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).

This field is not available if shared addresses are set up for your company.

Shipping US State

Picklist

2

Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.

This field is not available if shared addresses are set up for your company.

Shipping Zip/Post Code

Text

30

This field is not available if shared addresses are set up for your company.

Ship To Address External ID

Text

30

If shared addresses are enabled for your company, the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing Address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated Address record.

Source Campaign

Picklist

30

The campaign that generated the account.

Status

Picklist

30

Specific to Oracle CRM On Demand Life Sciences Edition. You can edit the picklist.

Territory

Text

255

None

Web Site

Text

100

No formatting checking (except length checking) is done on the imported data for this field.

YTD Revenue

Number

22

Specific to Oracle CRM On Demand Life Sciences Edition.


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