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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Plan Account Fields: Import Preparation
Plan Account Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing plan accounts 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 administrator to determine the new name for the field.
Default Plan Account Field Name
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Data Type
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Maximum Length
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Comments
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Account
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Picklist
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15
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The reference field for holding the Account Object ID.
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Business Plan
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Picklist
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15
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The reference field for holding the Business Plan Object ID.
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Division
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Text
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50
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None
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Picklist Value Group
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Text
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50
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None
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Primary Plan Account
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Boolean
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1
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Indicates whether the account is a primary account.
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Related Topics
See the following topics for related information:
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