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Contact Fields: Import Preparation

If you have separate files to import for accounts and contacts, import the accounts first, and then the contacts. Be sure that your Contacts import file contains valid account names from the Accounts import file.

If you only have a Contacts import file, account records are created based on the account name data found in the Account Name field in the Contacts import file. If the contact record contains alternate address data, Oracle CRM On Demand creates a new account and populates the shipping address with the alternative address. The Billing address remains blank.

If multiple contacts are associated with the same account, the account's address fields are set to the Alternate address values associated with the first contact imported for that account. If the first contact imported does not contain alternate address data-but subsequent records do, the account's address fields are blank, since only the first imported contact is considered when setting the values of the account address fields. Therefore, if you are importing only from a Contacts import file, before importing, sort the data by Account Name, then make sure that the first contact for each different Account Name contains the address you want to use for the account.

The following table contains specific information about setting up your CSV file before importing contacts 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 Contact Field Name

Data Type

Maximum Length

Comments

Account

Text

100

The text for this field is one of several fields used to match an existing Account record. If no match is found, it is the Account Name for a new Account that gets created as part of the Contact import process. For more information, see About Record Duplicates and External IDs.

Account External ID

Text

30

None

Account Location

Text

50

The text for this field is one of several fields used to match an existing Account record. For more information, see About Record Duplicates and External IDs.

Assistant Name

Text

50

None

Assistant Phone #

Phone

40

None

Best Time to Call

Picklist

30

Default values are Early afternoon, Early morning, Evening, Late afternoon, Mid-morning, and Saturday. Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Call Frequency

Picklist

30

Default values are No See, 1-2 Times/Year, 3-4 Times/Year, and >5 Time/Year. Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Cellular Phone #

Phone

40

None

Client Since Date

Date

Not applicable

This field is automatically populated with current date once the Client value is selected in the Contact Type drop-down menu.

Contact Address

Picklist

100

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, this value must match an existing validated address record.

Contact 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.

Contact 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.

Contact City

Text

50

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

Contact Country

Picklist

30

Default 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.

Contact Currency

Picklist

20

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

Contact PO Box/Sorting Code

Text

50

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.

Contact 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.

Contact Type

Picklist

30

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

Contact 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.

Contact Zip/Post Code

Text

30

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

Credit Score

Number

22

Specific to Oracle CRM On Demand Financial Services Edition.

Currency

Picklist

15

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

Current Investment Mix

Picklist

30

Default values are Aggressive, Moderate, and Conservative. Specific to Oracle CRM On Demand Financial Services Edition. You can edit this picklist.

Customer ID

Text

11

Specific to Oracle CRM On Demand Financial Services Edition.

Date of Birth

Date

7

Specific to Oracle CRM On Demand Financial Services Edition.

Degree

Picklist

30

Default values are PHD, M.D., D.O., MBA, RN, R.T., Reg. Pharmacist, Master of Science, Dentist, LPN, and Master of Public Health. Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Department

Text

75

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.

Email

Text

100

None

Experience Level

Picklist

30

Default values are None, Limited, Good, and Extensive. Specific to Oracle CRM On Demand Financial Services Edition. You can edit this picklist.

External Unique ID

Text

30

None

First Name

Text

50

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

Furigana First Name

Text

50

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

Furigana Last Name

Text

50

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

Gender

Picklist

1

Default values are F and M. You can edit this picklist. Specific to Oracle CRM On Demand Financial Services Edition.

Home Phone #

Phone

40

None

Home Value

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Integration ID

Text

30

None

Investment Horizon

Picklist

30

Default values are Short term, Medium term, and Long term. You can edit this picklist. Specific to Oracle CRM On Demand Financial Services Edition.

Job Title

Text

75

None

Last Call Date

Date/Time

 

Specific to Oracle CRM On Demand Life Sciences Edition.

Last Name

Text

50

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

Lead Source

Picklist

30

Default valid values: Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Referral - Employee, Referral - External, Web Site, and Other.

Life Event

Picklist

30

Default values are Marriage, Birth of Child, Retirement, Divorce, and Other. Specific to Oracle CRM On Demand Financial Services Edition.

Manager

Not applicable

Not applicable

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Contact Edit page).

Manager External ID

Text

30

None

Marital Status

Picklist

30

Default values are Single, Divorced, Married, Partner, Separated, Widowed, and Widower. Specific to Oracle CRM On Demand Financial Services Edition.

Market Potential

Picklist

30

Default values are High, Medium, and Low. Specific to Oracle CRM On Demand Life Sciences Edition.

Middle Name

Text

50

None

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.

Mr./Ms.

Picklist

15

Default valid values: Miss., Mr., Ms., Mrs., and Dr.

Never Email

Check box

Not applicable

None

Objective

Picklist

30

Default values are Capital Preservation, Income, Income/Growth, Balanced, Growth, Aggressive Growth, and International Diversification. Specific to Oracle CRM On Demand Financial Services Edition.

Opt In

Check box

Not applicable

Specific to Oracle CRM On Demand Life Sciences Edition.

Opt Out

Check box

Not applicable

Specific to Oracle CRM On Demand Life Sciences Edition.

Own or Rent

Picklist

30

Default values are Own or Rent. Specific to Oracle CRM On Demand Financial Services Edition.

Owner

Email

50

File data must match the User Sign In 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 email 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 email ID of the user performing the import for all of the imported records.

Owner External ID

Text

30

None

Personal Address External System ID

Text

30

If shared addresses are enabled for your company, then 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.

Primary Goal

Picklist

30

Default values are Saving for child's education, Saving for College, New Home, Accumulating wealth, Estate planning, Preserving my assets, and Retirement. Specific to Oracle CRM On Demand Financial Services Edition.

Private

Check box

Not applicable

This field should be set to the checked state if you want this contact to be visible only to the account owner.

Profession

Text

50

None.

Qualified Date

Date/Time

Not applicable

None.

Risk Profile

Picklist

30

Default values are Risk Averse, Risk Taker, Conservative, Moderate, and Aggressive. Oracle CRM On Demand Financial Services Edition.

Referred by

Picklist

101

None.

Route

Picklist

30

Default values are Route 1, Route 2, Route 3, and Route 4. Specific to Oracle CRM On Demand Life Sciences Edition.

Segment

Picklist

30

Default values are White Collar, Blue Collar, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth. Specific to Oracle CRM On Demand Financial Services Edition.

Self-Employed

Check box

Not applicable

Specific to Oracle CRM On Demand Financial Services Edition.

Source Campaign

Picklist

100

The campaign that generated the contact.

Status

Picklist

30

This column stores the status of a client or contact. The following values are allowed: Active, Quiet Filed, and Dead Filed.

Tax Bracket

Number

22

Specific to Oracle CRM On Demand Financial Services Edition.

Tier

Picklist

30

Default values are Gold, Silver, Bronze, Top 100, Top, Medium, and Low. Specific to Oracle CRM On Demand Financial Services Edition.

Time Zone

Picklist

30

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

Total Assets

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Total Expenses

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Total Income

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Total Liabilities

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Total Net Worth

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Type

Picklist

30

Default values are Prospect, Customer, Partner, and Competitor.

Work Fax #

Phone

40

None

Work Phone #

Phone

40

None

YTD Sales

Currency

15

Specific to Oracle CRM On Demand Life Sciences Edition.

Related Topics

See the following topics for related information:


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