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Accreditation Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing accreditation data 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 Accreditation Field Name

Field Type

Maximum Length

Comments

Accreditation Fee

Currency

22

None.

Accreditation ID

Text

50

It is recommended that the internal identifier for the accreditation be unique.

Available From

Date

7

None.

Available To

Date

7

None.

Company

Text

50

None.

Contact

Picklist

15

Use this field if the accreditation contact is already present in Oracle CRM On Demand.

Description

Text

250

None.

Email

Text

40

The email address for the accreditation contact.

First Name

Text

50

Use this field to enter the accreditation contact's first name only if the contact is not present in Oracle CRM On Demand.

Last Name

Text

50

Use this field to enter the accreditation contact's last name only if the contact is not present in Oracle CRM On Demand.

Name

Text

50

It is recommended that the accreditation name be unique.

Objective

Picklist

50

None.

Owner

Picklist

15

None.

Payment Options

Picklist

30

The default valid values are as follows: Check, Credit Card, Cash, and Earned Funds.

Phone

Phone

50

The phone number for the accreditation contact.

Primary Product

Picklist

15

None.

Primary Product Category

Picklist

15

None.

 

Renewable

Check box

1

None.

Status

Picklist

30

The default valid values are as follows: Draft, Planned, Available, Obsolete, and Inactive.

Type

Picklist

30

The default valid values are as follows: Sales, Technical, Service, Installation, Upgrade, Design, and Security.

Validity (Months)

Number

22

None.

Website

Text

100

The URL for a page that contains additional accreditation information.

Related Topics

See the following topics for related information:


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