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Opportunity Product Revenue Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing opportunity product records 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 Product Field Name

Data Type

Maximum Length

Comments

# of Periods

Integer

3

Recurring revenue can support a maximum of 260 periods. The length of time that is covered by the total number of periods varies based on the frequency specified (in the Frequency field. For example, if you have weekly recurring revenue you can track revenue for up to five years.

Asset Value

Currency

15

None

Contact Full Name

Text

255

None

Contract

Picklist

30

None

Description

Text

250

Limitation is 250 characters.

External Unique ID

Text

30

None

Forecast

Check box

Not applicable

None

Frequency

Picklist

30

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

Integration ID

Text

30

None

Opportunity External ID

Text

30

None

Opportunity Name

Picklist

30

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

Owner

Text

50

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

Owner External ID

Text

30

None

Premium

Currency

15

None

Probability %

Picklist

22

None

Product External ID

Text

30

None

Product Name

Text

50

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

Purchase Date

Date

7

None

Purchase Price

Currency

15

None

Quantity

Number

15

None

Serial #

Text

100

None

Ship Date

Date

7

None

Start/Close Date

Date

7

None

Status

Text

30

None

Type

Picklist

30

None

Warranty

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.