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Service Request Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing service requests 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 Service Request Field Name

Data Type

Maximum Length

Comments

Account

Text

100

None

Account External ID

Text

30

None

Area

Picklist

30

Default valid values: Product, Installation, Maintenance, Training, and Other

Cause

Picklist

30

Default valid values: Unclear Instructions, User Needs Training, Existing Issue, New Issue, Other

Closed

Time

Date/Time

None

Contact

Text

255

None

Contact External ID

Text

30

None

Dealer

Picklist

100

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.

External Unique ID

Text

30

None

Opened Time

Date/Time

7

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.

 

Owner External ID

Text

30

None

Principal Partner Account

Varchar

15

None

Priority

Picklist

30

Default valid values: 1-ASAP, 2-High, 3-Medium, 4-Low

Product

Picklist

100

None

Reassign Owner

Check box

Not applicable

None

Servicing Dealer

Text

70

Oracle CRM On Demand Automotive Edition

Source

Picklist

30

Default valid values: Phone, Web, Email, Fax

SR Currency

Text

20

None

SR Number

Text

64

None

Status

Picklist

30

Default valid values: Open, Pending, Closed, Open - Escalated, Cancelled

Subject

Text

250

None

Type

Picklist

30

Default valid values: Question, Issue, Enhancement Request, Other

Vehicle

Text

100

None

Related Topics

See the following topics for related information:


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