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Deal Registration Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing deal registrations 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 Deal Registration Field Name

Data Type

Maximum Length

Comments

Approval Status

Picklist

30

The valid values for this field are: Pending Approval, Approved, Rejected, Returned, Canceled, and Expired.

Approved Date

Date

Not applicable

None

Associated Contact

Picklist

100

None

Associated Customer

Picklist

100

None

Associated Lead

Text

100

None

Associated Lead: External Unique ID

Text

30

None

Associated Lead: First Name

Text

50

None

Associated Lead: Last Name

Text

50

None

Associated Lead: Integration ID

Text

30

None

Associated Lead: Last Name

Text

50

None

Associated Opportunity

Picklist

100

None

Cell Phone

Text

40

None

City

Text

50

None

Close Date

Date

Not applicable

None

Company Name

Text

50

None

Converted to Opportunity

Checkbox

Not applicable

None

Country

Picklist

50

None

Current Approver

Picklist

100

None

Created: Date

DateTime

Not applicable

None

Currency

Picklist

Not applicable

You cannot edit this picklist. Therefore, the values you import must match the valid values.

Deal Size

Currency

15

None

Description

Text

255

None

Email

Text

50

None

Exchange Rate

Date

Not applicable

None

Expiration Date

Date

Not applicable

None

External ID

Text

40

None

Fax

Text

40

None

Final Approver

Picklist

100

None

First Name

Text

50

None

Job Title

Text

75

None

Last Name

Text

50

None

Middle Name

Text

50

None

Modified: Date

DateTime

Not applicable

None

Mr./Ms.

Picklist

30

None

Name

Text

100

This field is required by default. Ensure that all records contain values in this field before you perform an import.

New Contact

Checkbox

Not applicable

None

New Customer

Checkbox

Not applicable

None

New Opportunity

Checkbox

Not applicable

This field indicates if the opportunity associated with the deal registration is a new one.

Next Step

Text

250

None

Objective

Text

100

None

Objective: External Unique ID

Text

50

None

Owner

Picklist

30

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

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

Owner External ID

Text

30

None

Owner Partner Account

Picklist

100

This field automatically displays the partner company of the owner of the deal registration by default. This field is read-only. The upload process in Oracle CRM On Demand cannot update this field.

Originating Partner Account

Picklist

100

The partner who originally discovered the opportunity. This partner is typically the same as the principal partner, but can be different. This field is optional.

Partner Program

Picklist

50

None

Postal Code

Text

30

None

Principal Partner

Picklist

100

The primary partner is responsible for the deal registration. This field together with the Principal Partner Location field uniquely identifies a partner. This field cannot be null.

Principal Partner Location

Text

50

The location of the primary partner mentioned in the previous cell. This field together with the Principal Partner field uniquely identifies a partner. This field can be null.

Product Interest

Text

100

None

Reject Reason

Picklist

30

None

Special Price Reqd.

Checkbox

Not applicable

None

State

Picklist

30

None

Street

Text

100

None

Submission Status

Picklist

30

The valid values for this field are: Not Submitted, Submitted, and Recalled.

Submitted Date

DateTime

Not applicable

None

Support Reqd.

Checkbox

Not applicable

None

Telephone#

Text

40

None

Type

Picklist

30

The default valid values for this field are: Standard and Nonstandard.

Related Topics

See the following topics for related information:


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