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Opportunity Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing opportunities 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 Opportunity Field Name

Data Type

Maximum Length

Comments

Account

Text

100

Required field by default.

Account External ID

Text

30

None

Account Location

Text

50

None

Close Date

Date

7

Required field by default.

Dealer

Picklist

30

Specific to Oracle CRM On Demand Automotive Edition.

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.

Expected Revenue

Currency

15

Cannot be imported. Value that is calculated based on potential revenue field multiplied by value in Probability field.

External Unique ID

Text

30

None

Forecast

Check box

Not applicable

None

Integration ID

Text

30

None

Lead Source

Picklist

30

None

Make

Picklist

30

Specific to Oracle CRM On Demand Automotive Edition.

Model

Picklist

30

Specific to Oracle CRM On Demand Automotive Edition.

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.

Name

Text

100

None

Next Step

Text

250

None

Opportunity Currency

Picklist

15

Read-only.

Opportunity Currency

Text

20

None

Opportunity Name

Text

100

Required field by default.

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.

 

Owner External ID

Text

30

None

Priority

Picklist

30

Default valid values: Low, Medium, High

Probability %

Picklist

3

Default valid values: 0, 10, 20, 30, 40, 50, 60, 70, 80, 90, 100

NOTE: This field should always be exposed in the layout. If it is hidden, unexpected results occur.

Product Interest

Text

100

Specific to Oracle CRM On Demand Financial Services Edition.

Reason Won/Lost

Picklist

30

Default valid values: Installed Base, Price, Relationship, Track Record, No Current Project, No Budget, Not Qualified, Lost to Competition, Lost to No Decision, Other

Reassign Opportunity

Check box

Not applicable

None

Revenue

Currency

15

None

Sales Stage

Picklist

50

Required field by default.

This field behaves differently from most fields; it will not add picklist values that do not match even if you specify that during the import process. The import data must match the valid values for this field. If you want to capture picklist values from your CSV file that do not match the default picklist values, add them to the application before importing your data. Otherwise, the entire record is rejected. Default valid values are: Qualified Lead, Building Vision, Short List, Selected, Negotiation, Closed/Won, Closed/Lost.

Source Campaign

Picklist

30

The campaign that generated the opportunity.

Status

Picklist

30

Default valid values are Pending, Lost, and Won.

Territory

Text

50

None

Total Asset Value

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Total Premium

Currency

15

Specific to Oracle CRM On Demand Financial Services Edition.

Type

Picklist

30

None

Year

Picklist

30

Specific to Oracle CRM On Demand Automotive Edition.


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