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Financial Account Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing financial accounts in to 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 data only.

Financial Account Field Name

Data Type

Maximum Length

Comments

Account Holder

Text

15

None

Account Holder: External System ID

Text

30

None

Balance

Currency

22

None

Balance as of

Date/Time

Not applicable

None

Branch

Text

15

None

Branch: External System ID

Text

30

None

Business Account

Text

15

None

Business Account: External System ID

Text

30

None

Campaign

Text

15

None

Campaign: External System ID

Text

30

None

Currency Code

Picklist

20

None

Description

Text

16,350

If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters.

Exchange Date

Date/Time

Not applicable

None

External ID

Text

50

None

External Last Updated

Date/Time

Not applicable

None

External Source

Text

50

None

Financial Account

Text

50

The predefined field for the matching record.

Financial Account Number

Text

50

None

Financial Advisor

Text

15

None

Financial Advisor: External System ID

Text

30

None

Held Away

Boolean

1

None

Held Away Institution

Text

15

None

Held Away Institution: External System ID

Text

30

The external unique ID of the held away institution (business account) linked to this record.

Home Branch

Picklist

30

None

Household

Text

15

None

Household: External System ID

Text

30

None

Integration ID

Text

30

None

Joint

Boolean

1

None

Open Date

Date

Not applicable

None

Owner: External System ID

Text

30

None

Parent Financial Account: External System ID

Text

50

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

Portfolio: External System ID

Text

30

None

Primary Account

Boolean

1

None

Type

Picklist

30

None

Related Topics

See the following topics for related information:


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