Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Contact Book Fields: Import Preparation
Contact Book Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing contact books into Oracle CRM On Demand.
NOTE: To import account book or contact book records, your role must include the Manage Future Books privilege.
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. For more information on time-based book assignments, see About Time-Based Book Assignments
Default Book Contacts Field Name
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Data Type
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Maximum Length
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Comments
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Name
|
String
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150
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If you perform a new import, then it is recommended that you specify a value for the Name field, or the Book Id, not both.
If you update an existing record, the Name field is optional.
|
Book Id
|
String
|
15
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If you perform a new import, then it is recommended that you specify a value for the Name field, or the Book Id, not both.
If you update an existing record, the Book Id field is mandatory.
|
Book External ID
|
String
|
30
|
None
|
Contact: Id
|
String
|
15
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The Contact Id is the row ID of the contact.
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Contact External ID
|
String
|
30
|
None
|
Start Date
|
Date
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None
|
The date on which the record activation must take place.
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End Date
|
Date
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None
|
The date on which the record activation must end.
|
Future Primary Flag
|
String
|
1
|
If the future primary flag has a value of Y, then the book for the current record is set as 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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