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Lead Fields: Import Preparation

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

Default Lead Field Name

Data Type

Maximum Length

Comments

Account External ID

Text

30

None

Alias

Text

50

None

Annual Revenues

Currency

15

None

Approximate Income

Currency

15

This is the amount of the approximate annual income.

Associated Account

Not applicable

Not applicable

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Associated Contact

Not applicable

Not applicable

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Associated Deal Registration

Text

100

None

Associated Deal Registration: External ID

Text

50

None

Associated Opportunity

Not applicable

Not applicable

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Billing Address 1

Text

200

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

Billing Address 2, 3

Text

100 each

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

Billing City

Text

50

None

Billing Country

Picklist

30

Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).

Billing PO Box/Sorting Code

Text

30

If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).

Billing Province

Text

30

If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast.

Billing US State

Picklist

2

Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.

Billing Zip/Post Code

Text

50

None

Campaign

Not applicable

Not applicable

This value is specified when using the Oracle CRM On Demand Lead Import Assistant. It is not possible to directly set values for the Campaign field in the import data.

Campaign External ID

Text

30

None

Cellular Phone #

Phone

40

None

Company

Text

100

None

Contact External ID

Text

30

None

Created By

Not applicable

Not applicable

It is not currently possible to set the value of this field during import. Its value is set automatically by the application.

Date of Birth

Date

Not applicable

None

Description

Text

16,350

If a Description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters. The remaining characters are added to the linked Notes, each with a maximum limit of 16,350 characters.

 

Email

Text

100

None

Estimated Close Date

Date

7

None

External Unique ID

Text

30

None

First Name

Text

50

This field is required by default. Make sure all records have values in this field before import.

Furigana First Name

Text

50

The Furigana equivalent of the Kanji (for Japanese only).

Furigana Last Name

Text

50

The Furigana equivalent of the Kanji (for Japanese only).

Industry

Picklist

50

Oracle CRM On Demand does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import. Alternatively, your company's Oracle CRM On Demand Administrator can create a custom Lead field that contains the valid values that you expect in your import data. This allows you to import your data into that custom field instead of this field.

Default valid values: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications

Integration ID

Text

30

None

Job Title

Text

75

None

Last Name

Text

50

This field is required by default. Make sure all records have values in this field before import.

Lead Currency

Text

20

None

Modified By

Not applicable

Not applicable

It is not currently possible to set the value of this field during import. Its value is set automatically by the application.

Mr./Ms.

Picklist

15

Default valid values: Miss., Mr., Ms., Mrs., and Dr.

Never Email

Check box

Not applicable

None

Next Step

Text

250

None

Number of Employees

Integer

15

None

Opportunity External ID

Text

30

None

Owner

Email

50

File data must match the Sign On User ID for an existing Oracle CRM On Demand user. If a record does not contain a valid value for this field (including no value), its value is set to the Sign On User ID of the user performing the import.

If this field is not mapped to a valid import file field when running the Import Assistant, the Owner is set to the Sign On User ID of the user performing the import for all of the imported records.

 

Potential Revenue

Currency

15

None

Primary Phone #

Phone

40

None

Product Interest

Text

100

None

Profession

Text

50

This is the specified profession or occupation.

Rating

Picklist

30

Default valid values: A, B, C, and D

Reassign Lead Owner

Not applicable

Not applicable

This value is specified for all leads in a specific import when using the Oracle CRM On Demand Lead Import Assistant. It determines whether the imported leads are assigned to new owners based on Lead Assignment Rules defined for your company.

Referred By

Picklist

101

None

Sales Person

Picklist

30

None

Sales Person External ID

Text

30

None

Source

Picklist

30

Default valid values: Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Referral - Employee, Referral - External, Web Site, and Other

Status

Not applicable

Not applicable

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values and they must match the business logic.

Web Site

Text

100

None

Work Fax #

Phone

40

None

Related Topics

See the following topics for related information:


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