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Exporting Your Data

You can fully or partially export your company's data from Oracle CRM On Demand to an external file. The export generates one or more zip files that contain individual CSV files for each record type you select to export. The generated export files are 1.5 GB each or smaller.

NOTE: If your company uses an industry-specific edition of the application, those record types specific to your industry (such as Households, Vehicles, MedEd Events, and Funds) along with their linked activities and notes are excluded from the export. Also, if you export records for recurring opportunity products, the application populates the Parent_ID column for that row. For non-recurring records, the Parent_ID cell is empty.

Before you begin. To perform this procedure, your role must include the Administration Export privilege.

To export your company's data

NOTE: There is a limit to the number of exports (both full and partial) that can be done on a weekly basis. A company can perform one full export every 7 days. A user can export up to 1000 records, regardless of the record type, every 7 days.

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Data Management Tools section of the Admin Homepage, click the Import and Export Tools link.
  3. On the Import and Export Tools page, click the Export Data link.

    This starts the Data Export Assistant.

  4. For Step 1:
    1. Do one of the following:
      • If you wish to perform a full export, select the Export All Record Types radio button.
      • If you wish to perform a partial export, select the Export Selected Record Types radio button and the record types you wish to export. You can export all data for a record type or data for individual child records.
    2. Click Next.

      The data for parent and child record types is exported to a separate CSV file within the zip file.

      CAUTION: If you are exporting Notes data in Oracle CRM On Demand, the CSV file contains all the public Notes created in Oracle CRM On Demand as well as the private Notes belonging to the user exporting the data.

  5. For Step 2:
    1. Select the time zone used in the exported CSV file.
    2. Select the date/time format used in the exported CSV file.
    3. Select the type of CSV delimiter used in your file: comma or semi-colon.
    4. Select the filter criteria to limit the data in your export.

      NOTE: The first time you export your data, you might not want to filter on dates. After that, however, consider setting up incremental exports by filtering the data on dates since the previous export.

    5. Click Next.
  6. For Step 3, review the summary, and click Finish to submit the export request.
  7. On the Export Requested page, click the Export Request Queue link to check the status of your request.

    The following table describes the possible export status values.

    Status

    Description

    Queued

    The export has not been processed yet.

    Re-queued

    The export request has been resubmitted to the queue.

    In Progress

    The export is being processed.

    NOTE: The request cannot be deleted in this state.

    Completed

    The export completed with no errors.

    Completed with errors

    The export completed but there were some errors with some of the records.

    Failed

    The export completed but none of the records were imported.

    Error

    The export did not complete because an error occurred.

For more information about the Export Request Queue page, see Reviewing Export Results.


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