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Guidelines for Using Oracle Data Loader On Demand
Follow these guidelines when using Oracle Data Loader On Demand. Adhering to these guidelines helps you to avoid errors. Use the Required Field Mappings
Every record type has a list of fields that is required. If you omit a required field, Oracle Data Loader On Demand returns an error. Table 7 lists the preconfigured required fields for each record type. You can also mark other fields as required by changing their properties under the Field Management section of the Admin screen.
Table 7. Required Fields for Record Types
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Account |
Account Name, Owner |
Account Address |
Account, Address, Address Type |
Account Book |
Account, Book Name |
Account Competitor |
Account Id or Account Name or Account External Unique Id, Competitor ID or Competitor name or Competitor External Id |
Account Contact |
If the External Id is chosen as the option to check duplicates, then Account External Id and Contact External Id are required fields. If one or both of these are missing, Oracle Data Loader On Demand returns an error. If the Row Id is chosen as the option to check duplicates, then Account Id and Contact Id are required fields. |
Account Partner |
Account Id or Account Name or Account External Unique Id, Partner ID or Partner name or Partner: External System Id |
Account Team |
Account Access, User |
Accreditation |
Name, Status, Owner |
Accreditation Request |
Accreditation, Partner |
Address |
Address Name |
Allocation |
Allocation Type, Start Date, Owner, Sample |
Application |
Name, First Name, Last Name, Submission Status |
Appointment |
Subject, Start Time, End Time, Owner |
Appointment Contact |
Appointment External ID, Contact External ID or Contact Full Name |
Appointment User |
Appointment External ID, User External ID or User Sign In ID |
Asset |
Product Name |
Blocked Product |
Product, Contact |
Book |
Book Name |
Book User |
Book, Users |
Broker Profile |
Broker Profile Name, Broker Profile Year, Partner |
Business Plan |
Plan Name, Period, Type, Status, Owner |
Campaign |
Campaign Name, Source Code, Owner |
Campaign Recipient |
None |
Certification |
Name, Status, Owner |
Certification Request |
Candidate, Certification |
Claim |
Claim #, Report Date, Loss Date and Time, Policy |
Contact |
First Name, Last Name, Owner |
Contact Address |
Contact, Address, Address Type |
Contact Book |
Book Name |
Contact State License |
Contact, License Number |
Contact Team |
Contact Access, User |
Course |
Name, Status, Owner |
Course Enrollment |
Candidate, Course |
Coverage |
Coverage Name, Policy |
Custom Object 1 |
Name, Owner |
Custom Object 2 |
Name, Owner |
Custom Object 3 |
Name, Owner |
Custom Object 4-15 |
Name, Owner |
Damage |
Claim, Damage Name |
Deal Registration |
Name, Type, Principal Partner, Submission Status, Owner |
Dealer |
Name, Owner |
Event |
Name, Start Date, End Date, Event Objective, Owner |
Exam |
Name, Status, Owner |
Exam Registration |
Candidate, Exam, Exam Date |
Financial Account |
Financial Account Number, Type, Financial Account |
Financial Account Holder |
Financial Account Holder Name, Financial Account, Role |
Financial Account Holding |
Financial Account, Financial Product, Financial Account Holdings Name |
Financial Plan |
Type, Financial Plan Name, Status |
Financial Product |
Financial Product Name |
Financial Transaction |
Financial Account, Financial Product, Transaction Type, Transaction ID |
HCP Contact Allocation |
Type, Start Date, Contact Name, Product Name |
Insurance Property |
Policy, Type |
Inventory Audit Report |
Completed Date, Inventory Period, Owner, Reason, Status, Type |
Inventory Period |
Start Date, Owner, Active, Reconciled |
Invitee |
Event, Contact Name |
Involved Party |
Claim, Contact, Involved Party Name, Role |
Lead |
First Name, Last Name, Owner Full name |
MDF Request |
Id, Request Name, Principal Partner Account, Fund, Submission Status, Due Date, Owner |
Message Plan |
Name, Owner, Type, Product, Status, Disclosure Mandatory, Enable Followup, Lock Sequence |
Messaging Plan Item |
Sequence Number, Disclosure Message, Type, Parent Message Plan |
Messaging Plan Item Relations |
Type, Parent MP Item |
Modification Tracking |
Object Id, Event Name, Object Name, Modification Number |
Note |
Not applicable |
Objective |
Objective Name, Type, Status, Period, Owner |
Opportunity |
Name of Opportunity, Account, Sales Stage, Close Date, Owner |
Opportunity Contact Role |
Opportunity Name, Contact Name, Buying Role, Created Date, First Name, Last Name |
Opportunity Product Revenue |
Product, Opportunity |
Opportunity Team |
Opportunity External ID or Opportunity Name, Opportunity Access, User |
Order |
Order Id |
Order Item |
Order item Number, Quantity, Product, Order, Status |
Partner |
Partner Name, Owner |
Partner Program |
Partner Program Name, Status |
Plan Account |
Account, Business Plan |
Plan Contact |
Contact, Business Plan |
Plan Opportunity |
Business Plan, Opportunity |
Policy |
Policy #, Policy Type |
Policy Holder |
Policy, Policy Holder Name, Role |
Portfolio |
Account Number, Owner |
Price List |
Price List Name, Effective From, Type, Status |
Price List Line Item |
Price List, Product |
Product Category |
Category Name |
Product |
Product Name |
Product Indication |
Indication Name, Product |
SP Request |
Id, Request Name, Principal Partner Account, Submission Status, Owner |
Sample Disclaimer |
Status |
Sample Inventory |
Inventory Period, Opening Balance, Sample |
Sample Lot |
Lot #, Sample, Expiration Date |
Sample Request |
Contact, Shipping Address, Owner |
Sample Request Item |
Quantity, Product, Order, Order Item Number, Status |
Sample Transaction |
Date, Type |
Service Request |
None |
Social Profile |
Author, Community, Active, Contact |
Solution |
Title |
Special Pricing Product |
Item Number, Product |
Task |
Subject, Due Date, Priority, Owner |
Task Contact |
Task External ID, Contact External ID or Contact Full Name |
Task User |
Task External ID, User External ID or User Sign In ID |
Transaction Item |
Line Number, Transaction #, Product, Quantity |
User |
First Name, Last Name, Role, Work Phone #, Email, Status, Alias, User Id, User Sign In Id |
Vehicle |
VIN, Vehicle Currency, Product Name |
Vehicle Contact |
Vehicle External ID or VIN, Contact External ID or Contact Name, Product Name |
Null Values
Every record in the data file must have valid values for the required fields as listed in Table 7. Required fields cannot contain null values, nor can null values be loaded into any required field. Non-required fields can contain null values. In the case of updating records, null values in the import file can replace data in the database. For example, if an existing record has the value of 555-1234 for a contact's fax number, and if the data file has a null for that contact's fax number, then after the update the database contains a null for that contact's fax number. Use the Supported Date and Time Formats
Make sure your date and time formats conform to the formats in Table 8.
Table 8. Supported Date and Time Formats
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can |
Canada |
DD/MM/YYYY hh:mm:ss PM |
eur |
Europe |
DD.MM.YYYY 24:mm:ss |
other |
All other geographic locations not specifically covered by other options. |
YYYY-MM-DD 24:mm:ss |
uk |
United Kingdom |
DD/MM/YYYY 24:mm:ss |
usa |
United States of America This is the default option. |
MM/DD/YYYY hh:mm:ss PM |
Use the Supported File Formats
The data files and map files must be formatted correctly:
Make Sure Data Files Are Correct
The following mistakes can make a data file unreadable:
- Blank column header. The first line of the data file must list the field names to process.
- Mismatch between data file header and the map file. For each field listed in the data file header, there must be an entry in the map file.
- Character set encoding. The data file and the map file must use the same character set encoding. The default character set encoding is UTF-8. If you use a different character set encoding, then specify it using the -characterset property.
- Missing field in a record. The first line of the data file must list the field names (the file must have a header), which are also referenced by the map file. Make sure that every record in the data file has the same number of fields.
- Empty data file. Make sure there is data in the data file.
- Invalid delimiter value. The only supported delimiters are the comma (,) and the semicolon (;). Make sure the properties file specifies which delimiter you use.
- Required Oracle CRM On Demand fields must contain a value. Make sure required fields are specified in the data file. If required fields are blank, the fields are not mapped by Oracle Data Loader during the import process and if the required fields are not mapped, the import fails.
- Associated records must exist. Make sure any associated records specified in the data file exist in Oracle CRM On Demand prior to importing.
- Picklist values must be an exact match. Make sure picklist values are an exact match. Values are case sensitive. Leading or trailing blank characters are not allowed. Blank characters are not allowed at the end of the file.
- Cascading picklist values must be correct. Make sure cascading picklist values are correct.
- Oracle CRM On Demand fields must be mapped only once. Make sure you have not mapped an Oracle CRM On Demand field more than once.
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