Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Data Loading >

About Importing Data into Oracle CRM On Demand

Proper planning is required to verify a successful data import into Oracle CRM On Demand and corresponding industry editions. Before you begin to import your data, it is recommended that you:

• Contact Customer Care to begin planning your import.
• Review the topics about preparing for data importing, importing your data, data checking guidelines, and content management in Oracle CRM On Demand Online Help.
• Prepare your comma-separated value (CSV) files and add any necessary fields or picklist values to your Oracle CRM On Demand application.
• Test your import with a small amount of data first, before performing a full data import.

You can create an inventory period manually, or using the import functionality in Oracle CRM On Demand Life Sciences Edition. Typically, inventory periods for users are populated using the import functionality when Oracle CRM On Demand Life Sciences Edition is first set up for a company.

For adding multiple product categories, products, sample lots, users, allocations, and sample inventory records, it is recommended that you create an import file (in CSV format), and then ask your company administrator to load the data into the inventory period.

Import the seed data for Oracle CRM On Demand Life Sciences Edition in the following order:

• Product Categories
• Products
• Sample Lots
• Users
• Inventory Periods
• Allocations
• Sample Inventory
• HCP Contact Allocation

For information about preparing the fields of your seed data for data import, see the topics about import preparation in Oracle CRM On Demand Online Help.