Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Appointment, Task, and Call Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing appointments and tasks 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.

Select the correct time format. If you select the time format HH:MM:SS AM, for best results indicate whether your data is AM or PM in your CSV file. If you select AM/PM time formats, but the data does not contain AM or PM, then the fields are processed as follows: if the HH field is greater than or equal to 8 and less than or equal to 12, these fields are considered as AM. If the HH field is less than 8 and greater than 12, these fields are considered as PM. For example, 7:00:00 is processed as 7:00 PM, whereas 9:00:00 is processed as 9:00 AM.

Default Appointment, Task, and Call Field Name

Data Type

Maximum Length

Comments

Account

Text

100

None

Account External ID

Text

30

None

Account Location

Text

50

None

Activity

Text

100

None

Activity Currency

Picklist

15

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

Campaign

Text

50

None

Campaign External ID

Text

30

None

Contact

Text

255

None

Contact External ID

Text

30

None

Description

Text

16,350

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

Due Date

Date

7

For tasks, required field by default.

End Time

Date/Time

7

For appointments, required field by default.

External Unique ID

Text

30

None

Fund Request

Picklist

30

Specific to Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition. Read-only.

Integration ID

Text

30

None

Lead

Text

255

None

Lead External ID

Text

30

None

Location

Text

100

For appointments only.

MedEd Event

Picklist

50

Specific to Oracle CRM On Demand Life Sciences Edition.

Opportunity

Text

100

None

Opportunity External ID

Text

30

None

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

Priority

Picklist

30

For tasks, required field by default. Default valid values: 1-High, 2-Medium, 3-Low

Private

Check box

Not applicable

None

Service Request

Text

64

None

Service Request External ID

Text

30

None

Start Time

Date/Time

7

For appointments, required field by default.

Status

Picklist

30

For tasks, the default valid values are: Completed, Deferred, In Progress, Waiting For Someone Else, Not Started

Subject

Text

100

For tasks and appointments, required field by default.

Task Currency

Text

15

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

Type

Picklist

30

For tasks and appointments, the default valid values are: Call, Correspondence, Demonstration, Email, Event, Fax, Meeting, Other, Personal, Presentation, To Do

Related Topics

See the following topics for related information:


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