Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Financial Plan Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing financial plans 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.

Financial Plan

The information in the following table is valid for Financial Plan only.

Financial Plan Field Name

Data Type

Maximum Length

Comments

Approved by Contact

Boolean

1

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

Contact

Text

15

None

Contact: 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 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 Plan Name

Text

50

The predefined field for the matching record.

Household

Text

15

None

Household: External System ID

Text

30

None

Integration ID

Text

30

None

Owner

Text

15

None

Owner: External System ID

Text

30

None

Portfolio

Text

15

None

Portfolio: External System ID

Text

30

None

Sent to Contact

Boolean

1

None

Status

Picklist

30

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.