Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Contact Book Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing book 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. For more information on time-based book assignments, see About Time-Based Book Assignments

Default Book Contacts Field Name

Data Type

Maximum Length

Comments

Name

String

150

If you perform a new import, then it is recommended that you specify a value for the Name field, or the Book Id, not both.

If you update an existing record, the Name field is optional.

Book Id

String

15

If you perform a new import, then it is recommended that you specify a value for the Name field, or the Book Id, not both.

If you update an existing record, the Book Id field is mandatory.

Book External ID

String

30

None

Contact: Id

String

15

The Object Id field refers to a contact, and is mandatory for all imports.

Contact 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 as 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.