Financial Account Holdings Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing financial account holdings 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-holdings data only.
See the following topics for related information:
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