Oracle® Social CRM Applications Administration Guide > Administering Oracle Sales Prospector > Importing Data Files into Oracle Sales Prospector >

Managing Data Files Using the Oracle Sales Prospector Administration Interface

You can use the Oracle Sales Prospector Administration tool to upload and import the CSV files into the Oracle Sales Prospector application. Specifically, you can:

  • Browse your local file system, and select the files that you want to upload into Oracle Sales Prospector.
  • Import the files to the Oracle Sales Prospector server.

NOTE:  The Oracle Sales Prospector import function supports Internet Explorer (Version 6.0 or later) and Firefox (Versions 2 and 3).

Oracle Sales Prospector displays all status messages (for example, import error or import success), and a list of all the previously imported files. Oracle Sales Prospector imports the file automatically after it uploads the file to the Oracle Sales Prospector server.

For each file you attempt to import, Oracle Sales Prospector sends you an email indicating success or failure, with a log file attached.

NOTE:  It may be necessary to reimport all or part of your data. For example, if you change your data or add more data records, you must reimport the data. To reimport, you must reimport the updated files using the following procedure. Oracle Sales Prospector maintains the file import history in the server to provide a history of the imports. Oracle Sales Prospector does not keep old files on the server.

To import data files using the Oracle Sales Prospector Administration Interface

  1. Log in to Oracle Sales Prospector as a registered data manager.
  2. Click the Manage Data link at the top of Oracle Sales Prospector.
  3. In the Import tab of the Manage Data window, click Add to launch the file browse dialog box, and select the file that you want to import into Oracle Sales Prospector.

    The file can contain any one of the following types of data:

    • Order
    • Order lines
    • Products
    • Customers
    • Target Customers By User

      You can upload multiple files at a time. The files that you select are added to the top of the Import Data File table with the status: Queued for Upload.

  4. To import the files to the Oracle Sales Prospector database, click Import.

    Oracle Sales Prospector uploads all files that have a Queued for Upload status. You are not required to select individual files.

    After uploading the CSV files to the Oracle Sales Prospector server, Oracle Sales Prospector parses and validates the file content. The process is successful only if the file content meets the file format requirements. If the validation is successful, Oracle Sales Prospector proceeds with the import. If the validation is unsuccessful, Oracle Sales Prospector does not upload the file.

    After successfully uploading the files, Oracle Sales Prospector changes their status to Uploaded, and imports them. After successfully importing the files, Oracle Sales Prospector changes their status to Imported.

  5. (Optional) You can also perform the following tasks:
    • To remove any files from the list of files to import, select the files, and click Remove.

      NOTE:  Clicking Remove does not remove files that have the following status: Uploading, Uploaded, Queued for Import, or Running.

      Clicking Remove also removes the selected files from the Oracle Sales Prospector server if they were previously imported. It does not delete the previously imported data from the Oracle Sales Prospector database. To remove previously imported data, see Deleting Records from a Table.

    • To refresh your view and see if the status of any files have changed (for example, if you are waiting for a file import to complete), click Refresh.
  6. Verify the status of the imported CSV file that is listed in the Import Data File section in the Manage Data window.

    The Import Data File section lists the following items for each file that has been imported into Oracle Sales Prospector:

    • Date/Time. The date and time the file is imported
    • Type. The file type of the selected file
    • Name. The file name of the selected file
    • Status. The status of the file import

      Verify that your CSV files have a status of Imported. If they have a status of Error, you must adjust the data in the CSV file, and retry the file import in Step 4.

  7. (Optional) If your file has a status of Error in the Import Status table, click the Error status message to navigate to the Errors tab where details of the error message are displayed.

    The Error tab appears only when an error occurs during an import. If error messages are displayed, you must take the corrective actions listed in Error tab, and import the file again, in Step 4. For information on troubleshooting the file import, see Troubleshooting the CSV File Import.

    If you use the Remove button to remove the file containing the error, the associated errors are removed from the error tab.

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