Siebel Forecasting Guide > Importing and Exporting >

Importing Revenue Data (End User)

Modified revenue files can be imported back into the application.

To import revenue data

  1. Navigate to the Revenues screen > List view.
  2. In the Revenues list, click the menu button, and then click Import.
  3. In the Import dialog box, click Browse next to the Input File field to select the file you are importing.
  4. In the Choose File dialog box, select the file you want to import and click Open.
  5. In the Import dialog box, from the Input Format field, select the format you prefer: Comma Separated Text File or Tab Delimited Text File.

    CAUTION:  Be sure that the file you are importing has been saved in the same format you select from the Input Format field.

  6. In the Input Source field, select Predefined Mapping.
  7. From the drop-down list beneath the Input Source field, select Opportunity Revenues or Default.

    NOTE:  If you originally exported the revenues from the Revenues view in the Opportunities screen, select Opportunity Revenues. If you originally exported the revenues from the Revenues screen, select Default.

  8. In the Conflict Resolution field, select the method you prefer to use should the import encounter a conflict between records: Reject Import Record, Overwrite Existing Record, or Create Additional Record.
  9. Click Next.
    • If the import was successful, click OK.
    • If the import was unsuccessful, click Back.

NOTE:  Any blank data fields you import into revenues are left unchanged in an import. If you want the blank records to be imported as 0 values then you need to replace each blank with a 0.

Siebel Forecasting Guide