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Financial Account Holders Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing financial account holders 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. This topic is specific to Oracle CRM On Demand Financial Services Edition.

The information in the following table is valid for financial-account-holder data only.

Financial Account Holder Field Name

Data Type

Maximum Length

Comments

Business Account

Text

15

The predefined field for the matching record

Business Account: External System ID

Text

30

None

Currency Code

Picklist

20

None

Exchange Date

Date/Time

Not applicable

None

External System ID

Text

50

None

External Last Updated

Date/Time

Not applicable

None

External Source

Text

50

None

Financial Account

Text

15

The predefined field for the matching record

Financial Account: External System ID

Text

50

The external unique ID of the financial account linked to this record

Financial Account Holder

Text

15

None

Financial Account Holder: External System ID

Text

30

None

Financial Account Holders Name

Text

50

The predefined field for the matching record

Household

Text

15

None

Household: External System ID

Text

30

None

Joined Date

Date

Not applicable

None

Owner

Text

15

None

Owner: External System ID

Text

30

None

Primary Contact

Boolean

1

None

Role

Picklist

30

The predefined field for the matching record

Related Topics

See the following topics for related information:


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