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Plan Contact Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing plan contacts 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 Plan Contacts Field Name

Data Type

Maximum Length

Comments

Business Plan

Picklist

15

The reference field holding the Business Plan Object ID.

Contact

Picklist

15

The reference field holding the Contact Object ID.

Primary Plan Contact

Boolean

1

Indicates whether the contact is the primary contact.

Related Topics

See the following topics for related information:


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