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Partner Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing partners into Oracle CRM On Demand. This information supplements the guidelines in the topic, Field Type Guidelines for Importing Data. First, you must review the following information before importing partners.

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 Partner Field Name

Data Type

Maximum Length

Comments

# Physicians

Number

22

This is specific to Oracle CRM On Demand Life Sciences Edition.

Account Partner

Check box

1

None

Annual Revenues

Currency

15

None

Billing Address

Picklist

100

This field is available only if shared addresses are set up for your company.

This value must match the Address Name field in the existing Address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.

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.

This field is not available if shared addresses are set up for your company.

Billing Address 2

Text

100

This field is not available if shared addresses are set up for your company.

Billing Address 3

Text

100

This field is not available if shared addresses are set up for your company.

Billing City

Text

50

This field is not available if shared addresses are set up for your company.

Billing Country

Picklist

30

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

This field is not available if shared addresses are set up for your company.

Billing PO /Sorting Code

Text

30

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

This field is not available if shared addresses are set up for your company.

Billing Province

Text

50

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

Billing US State

Picklist

2

The default valid values are standard two-letter abbreviations for all the U.S. states (all capital letters). Oracle CRM On Demand does not allow the modification of the valid values for this field. Make sure the import data matches the valid values for this field before importing data.

This field is not available if shared addresses are set up for your company.

Billing ZIP/Post Code

Text

30

This field is not available if shared addresses are set up for your company.

Bill To Address External ID

Text

30

If shared addresses are enabled for your company, then the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing Address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.

Call Frequency

Picklist

30

This field is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Channel Account Manager

Text

50

None

Compliance Review Date

UTC Date Time

7

This is the date that the Compliance Status is due for review.

Compliance Status

Picklist

30

You can edit this picklist.

Description

Text

255

None

Expertise

Text

30

You can edit this picklist.

External Unique ID

Text

30

None.

Furigana Name

Text

100

None.

HIN

Text

30

Health Industry Number (HIN).

Industry

Picklist

50

This picklist is read-only. The default values for this picklist are: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications.

Influence Type

Picklist

30

You can edit this picklist.

Last Assignment Completion Date

UTC Date Time

7

None

Last Assignment Submission Date

UTC Date Time

7

None

Last Call Date

UTC Date Time

7

None

Location

Text

50

None

Main Fax #

Phone

40

None

Main Phone #

Phone

40

None

Market Potential

Picklist

30

This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Market Segment

Picklist

30

This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.

Market Share

Number

Not applicable

This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist. This number is between zero (0) and 100.

Maximum Number of Users

Integer

Not applicable

None

Number of Employees

Integer

22

None

Originating Partner Account

Picklist

100

This picklist is read-only. This picklist contains the value of the valid partner.

Owner

Text

50

This field contains the name of the current owner of this record.

Owner Partner Account

Picklist

100

This picklist is read-only.

Partner Currency

Picklist

15

This picklist is read-only. This value must match the existing value for the current partner currency.

Partner Level

Picklist

30

You can edit this picklist.

Partner Name

Text

100

This is the partner's name.

Partner Organization Status

Picklist

30

This field indicates if the partner is an active or an inactive Partner Relationship Partner (PRM) organization. When this is set to active, a book is automatically created for the partner organization. Their users are automatically added to the book. This book is only used when relating partners to each other in the Partner Relationship Related Item under the Partner Record field. You can edit this picklist.

Price List

Picklist

50

This picklist is read-only. The default values for this picklist are the names of the price lists.

Primary Partner Type

Picklist

30

This picklist is read-only. The default values in this picklist are the partner types associated with the partner.

Principal Partner Account

Picklist

100

This picklist is read-only. The default value for this picklist is the value of the partner.

Priority

Picklist

30

You can edit this picklist.

Public Company

Check Box

Not applicable

None.

Ranking

Number

22

None.

Reassign Account

Check box

Not applicable

This field indicates that the account should be reassigned. When imported, triggers automatic assignment rules for this account record, if your company administrator or manager has set that feature up.

Reference

Check Box

Not applicable

This field should be set to the checked state if this account agreed to be a reference that you can give out to prospects.

Reference as of

Date

Not applicable

None

Region

Picklist

25

You can edit this picklist. The default valid values are East, West, and Central.

Route

Picklist

30

You can edit this picklist.

Shipping Address

Picklist

100

This field is available only if shared addresses are set up for your company.

This value must match the Address Name field in the existing Address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.

Shipping 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.

This field is not available if shared addresses are set up for your company.

Shipping Address 2

Text

100

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

This field is not available if shared addresses are set up for your company.

Shipping Address 3

Text

50

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

This field is not available if shared addresses are set up for your company.

Shipping City

Text

50

This field is not available if shared addresses are set up for your company.

Shipping Country

Picklist

30

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

This field is not available if shared addresses are set up for your company.

Shipping PO Box/Sorting Code

Text

30

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

This field is not available if shared addresses are set up for your company.

Shipping Province

Text

50

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

This field is not available if shared addresses are set up for your company.

Shipping US State

Picklist

2

The default valid values are standard two-letter abbreviations for all the U.S. states (all capital letters). Oracle CRM On Demand does not allow the modification of the valid values for this field. Make sure the import data matches the valid values for this field before importing data.

This field is not available if shared addresses are set up for your company.

Shipping ZIP/Post Code

Text

30

This field is not available if shared addresses are set up for your company.

Shipping To Address External ID

Text

30

If shared addresses are enabled for your company, then the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.

Source Campaign

Picklist

100

This picklist is read-only. The default value for this picklist is the name of the source campaign that generated the account.

Status

Picklist

30

You can edit this picklist.

Territory

Picklist

50

This picklist is read-only. The default field in this picklist is the name of the territory.

Web Site

Text

100

None.

YTD Revenue

Currency

22

This is specific to Oracle CRM On Demand Life Sciences Edition. This stands for Year To Date.

Related Topics

See the following topics for related information:


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