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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Account Book Fields: Import Preparation
Account Book Fields: Import Preparation
The following table contains information about setting up your CSV file before importing account books into Oracle CRM On Demand.
NOTE: To import account book or contact book records, your role must include the Manage Future Books privilege.
The information in this topic supplements the guidelines 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. For more information on time-based book assignments, see About Time-Based Book Assignments.
Default Book Accounts Field Name
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Data Type
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Maximum Length
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Comments
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Book
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String
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150
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None
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Book Id
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String
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15
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None
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Book External ID
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String
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30
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None
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Account: Id
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String
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15
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Account identifier.
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Account
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String
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100
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None
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Account Location
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String
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50
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None
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Account External ID
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String
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30
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None
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Start Date
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Date
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None
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The date on which the record activation must take place.
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End Date
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Date
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None
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The date on which the record activation must end.
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Future Primary Flag
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String
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1
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If the future primary flag has a value of Y, then the book for the current record is set to primary for the data object when the book is activated. This is based on the Start Date field. The values for this field are: Y and N.
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