The following table contains specific information about setting up your records before importing 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.
Default Account Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Account Currency
|
Picklist
|
15
|
You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
|
Account Name
|
Text
|
100
|
This field is required by default. Therefore, make sure all records have values in this field before import.
|
Account Type
|
Picklist
|
30
|
Default valid values: Competitor, Customer, Partner, and Prospect
|
Annual Revenues
|
Currency
|
15
|
None
|
Billing Address
|
Picklist
|
100
|
The value in this field is available only if shared addresses are set up for your company. This value must match the Address Name field in the existing address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.
|
Billing Address 2, 3
|
Text
|
100 each
|
This field is not available if shared addresses are set up for your company.
|
Billing Address1
|
Text
|
200
|
For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
This field is not available if shared addresses are set up for your company.
|
Billing City
|
Text
|
50
|
This field is not available if shared addresses are set up for your company.
|
Billing Country
|
Picklist
|
30
|
Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
|
Billing PO Box/Sorting Code
|
Text
|
30
|
If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
|
Billing Province
|
Text
|
50
|
If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
|
Billing US State
|
Picklist
|
2
|
Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
This field is not available if shared addresses are set up for your company.
|
Billing Zip/Post Code
|
Text
|
30
|
This field is not available if shared addresses are set up for your company.
|
Bill To Address External ID
|
Text
|
30
|
If shared addresses are enabled for your company, the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing Address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated Address record.
|
Call Frequency
|
Picklist
|
30
|
Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
|
Description
|
Text
|
16,350
|
If a Description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters and the remaining characters are added to linked Notes, each with a maximum limit of 16,350 characters.
|
Division
|
Text
|
50
|
None
|
External Unique ID
|
Text
|
30
|
None
|
Furigana Name
|
Text
|
100
|
The Furigana equivalent of the Kanji (for Japanese only).
|
HIN
|
Text
|
|
Health Industry Number. Specific to Oracle CRM On Demand Life Sciences Edition.
|
Industry
|
Picklist
|
50
|
The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import. Alternatively, your company's Oracle CRM On Demand administrator can create a custom Account field that contains the valid values that you expect in your import data. This would allow you to import your data into that custom field instead of this field.
Default valid values: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications
|
Influence Type
|
Text
|
30
|
Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
|
Integration ID
|
Text
|
30
|
None
|
Last Call Date
|
UTC Date Time
|
7
|
Specific to Oracle CRM On Demand Life Sciences Edition.
|
Location
|
Text
|
50
|
In most cases, this field is used to determine record duplication. For more information, see About Record Duplicates and External IDs.
For example, to distinguish between headquarters and a branch office of Account XYZ, the application checks both the Account Name and the Location to determine if the record is a duplicate.
|
Main Fax #
|
Phone
|
40
|
None
|
Main Phone #
|
Phone
|
40
|
None
|
Market Potential
|
Picklist
|
30
|
Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
|
Market Segment
|
Text
|
30
|
Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this text.
|
Market Share
|
Number
|
22
|
Specific to Oracle CRM On Demand Life Sciences Edition.
|
Modified By
|
Not applicable
|
Not applicable
|
It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
|
Number of Employees
|
Integer
|
Not applicable
|
None
|
Number of Physicians
|
Number
|
Not applicable
|
Specific to Oracle CRM On Demand Life Sciences Edition.
|
Owner
|
Email
|
50
|
File data must match the Sign On User ID for an existing Oracle CRM On Demand user. If a record does not contain a valid value for this field (including no value), its value is set to the Sign On User ID of the user performing the import.
If this field is not mapped to a valid import file field when running the Import Assistant, the Owner is set to the Sign On User ID of the user performing the import for all of the imported records.
|
Owner External ID
|
Text
|
30
|
None
|
Parent Account
|
Text
|
100
|
Must be a valid Account name.
|
Parent Account External ID
|
Text
|
30
|
None
|
Parent Account Location
|
Text
|
50
|
None
|
Partner
|
Check box
|
Not applicable
|
Indication that the account is a partner.
|
Picklist Value Group
|
Text
|
50
|
None
|
Priority
|
Picklist
|
30
|
Default valid values: Low, Medium, and High
|
Public Company
|
Check box
|
Not applicable
|
This field should be set to the checked state if this is a public (versus privately-owned) company.
|
Rating 1
|
Integer
|
Not applicable
|
Valid values for this field are: null, 1, 2, 3, 4, 5.
For more information, see About Fields Displayed As Images.
|
Rating 2
|
Integer
|
Not applicable
|
Valid values for this field are: null, 1, 2, 3, 4, 5.
|
Rating 3
|
Integer
|
Not applicable
|
Valid values for this field are: null, 1, 2, 3, 4, 5.
|
Reassign Account
|
Check box
|
Not applicable
|
Indication that the account should be reassigned. When imported, triggers automatic assignment rules for this account record, if your company administrator or manager has set that feature up.
|
Reference
|
Check box
|
Not applicable
|
This field should be set to the checked state if this account agreed to be a reference that you can give out to prospects.
|
Reference as of
|
Date
|
Not applicable
|
None
|
Region
|
Picklist
|
25
|
Default valid values: East, West, and Central
|
Route
|
Picklist
|
30
|
Specific to Oracle CRM On Demand Life Sciences Edition. You can edit the picklist.
|
Shipping Address
|
Picklist
|
100
|
This field is only available if shared addresses are set up for your company.
This value must match the Address Name field in the existing Address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated Address record.
|
Shipping Address 1
|
Text
|
200
|
For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
This field is not available if shared addresses are set up for your company.
|
Shipping Address 2, 3
|
Text
|
100 each
|
For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
This field is not available if shared addresses are set up for your company.
|
Shipping City
|
Text
|
50
|
This field is not available if shared addresses are set up for your company.
|
Shipping Country
|
Picklist
|
30
|
Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
|
Shipping PO Box/Sorting Code
|
Text
|
30
|
If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
|
Shipping Province
|
Text
|
50
|
If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
|
Shipping US State
|
Picklist
|
2
|
Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
This field is not available if shared addresses are set up for your company.
|
Shipping Zip/Post Code
|
Text
|
30
|
This field is not available if shared addresses are set up for your company.
|
Ship To Address External ID
|
Text
|
30
|
If shared addresses are enabled for your company, the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing Address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated Address record.
|
Source Campaign
|
Picklist
|
30
|
The campaign that generated the account.
|
Status
|
Picklist
|
30
|
Specific to Oracle CRM On Demand Life Sciences Edition. You can edit the picklist.
|
Stoplight 1
|
Integer
|
Not applicable
|
Valid values for this field are: null, 0, 1, 2.
For more information, see About Fields Displayed As Images.
|
Stoplight 2
|
Integer
|
Not applicable
|
Valid values for this field are: null, 0, 1, 2.
|
Stoplight 3
|
Integer
|
Not applicable
|
Valid values for this field are: null, 0, 1, 2.
|
Territory
|
Text
|
255
|
None
|
Web Site
|
Text
|
100
|
No formatting checking (except length checking) is done on the imported data for this field.
|
YTD Revenue
|
Number
|
22
|
Specific to Oracle CRM On Demand Life Sciences Edition.
|
