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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Appointment, Task, and Call Fields: Import Preparation
Appointment, Task, and Call Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing appointments and tasks 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.
Select the correct time format. If you select the time format HH:MM:SS AM, for best results indicate whether your data is AM or PM in your CSV file. If you select AM/PM time formats, but the data does not contain AM or PM, then the fields are processed as follows: if the HH field is greater than or equal to 8 and less than or equal to 12, these fields are considered as AM. If the HH field is less than 8 and greater than 12, these fields are considered as PM. For example, 7:00:00 is processed as 7:00 PM, whereas 9:00:00 is processed as 9:00 AM.
Default Appointment, Task, and Call 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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Text
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100
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None
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Account External ID
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Text
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30
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None
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Account Location
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Text
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50
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None
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Activity
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Text
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100
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None
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Activity Currency
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Picklist
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15
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You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
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Appointment Reminder
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Picklist
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30
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You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
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Campaign
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Text
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50
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None
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Campaign External ID
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Text
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30
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None
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Comments
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Note
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250
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None
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Contact
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Text
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255
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None
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Contact External ID
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Text
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30
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None
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Description
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Text
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16,350
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If a Description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters. The remaining characters are added to the linked Notes, each with a maximum limit of 16,350 characters.
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Due Date
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Date
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32
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None. This field is available for tasks. It is a required field by default.
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End Time
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Date/Time
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32
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None. This field is available for appointments. It is a required field by default.
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External Unique ID
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Text
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30
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None
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Event
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Picklist
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50
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Specific to Oracle CRM On Demand Life Sciences Edition.
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Fund Request
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Picklist
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30
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Specific to Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition. Read-only.
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Integration ID
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Text
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30
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None
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Lead
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Text
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255
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None
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Lead External ID
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Text
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30
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None
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Location
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Text
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100
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For appointments only.
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Opportunity
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Text
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100
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None
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Opportunity External ID
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Text
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30
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None
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Owner
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Email
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50
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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.
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Owner External ID
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Text
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30
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None
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Priority
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Picklist
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30
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This field is required by default. Default valid values: 1-High, 2-Medium, 3-Low
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Private
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Check box
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Not applicable
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None
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Service Request
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Text
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64
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None
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Service Request External ID
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Text
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30
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None
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Start Time
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Date/Time
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32
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None. This field is available for appointments. It is a required field by default.
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Status
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Picklist
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30
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The default valid values are: Completed, Deferred, In Progress, Waiting For Someone Else, Not Started
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Subject
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Text
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150
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Available for tasks and appointments. It is a required field by default.
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Task Currency
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Text
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15
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You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
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Task Reminder
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Date/Time
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32
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None.
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Type
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Picklist
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30
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This field is available for tasks and appointments. The default valid values are: Call, Correspondence, Demonstration, Email, Event, Fax, Meeting, Other, Personal, Presentation, To Do
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Related Topics
See the following topics for related information:
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