The following table contains specific information about setting up your CSV file before importing deal registrations 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 Deal Registration Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Approval Status
|
Picklist
|
30
|
The valid values for this field are: Pending Approval, Approved, Rejected, Returned, Canceled, and Expired.
|
Approved Date
|
Date
|
Not applicable
|
None
|
Associated Contact
|
Picklist
|
100
|
None
|
Associated Customer
|
Picklist
|
100
|
None
|
Associated Lead
|
Text
|
100
|
None
|
Associated Lead: External Unique ID
|
Text
|
30
|
None
|
Associated Lead: First Name
|
Text
|
50
|
None
|
Associated Lead: Last Name
|
Text
|
50
|
None
|
Associated Lead: Integration ID
|
Text
|
30
|
None
|
Associated Lead: Last Name
|
Text
|
50
|
None
|
Associated Opportunity
|
Picklist
|
100
|
None
|
Cell Phone
|
Text
|
40
|
None
|
City
|
Text
|
50
|
None
|
Close Date
|
Date
|
Not applicable
|
None
|
Company Name
|
Text
|
50
|
None
|
Converted to Opportunity
|
Checkbox
|
Not applicable
|
None
|
Country
|
Picklist
|
50
|
None
|
Current Approver
|
Picklist
|
100
|
None
|
Created: Date
|
DateTime
|
Not applicable
|
None
|
Currency
|
Picklist
|
Not applicable
|
You cannot edit this picklist. Therefore, the values you import must match the valid values.
|
Deal Size
|
Currency
|
15
|
None
|
Description
|
Text
|
255
|
None
|
Division
|
Text
|
50
|
None
|
Email
|
Text
|
50
|
None
|
Exchange Rate
|
Date
|
Not applicable
|
None
|
Expiration Date
|
Date
|
Not applicable
|
None
|
External ID
|
Text
|
40
|
None
|
Fax
|
Text
|
40
|
None
|
Final Approver
|
Picklist
|
100
|
None
|
First Name
|
Text
|
50
|
None
|
Job Title
|
Text
|
75
|
None
|
Last Name
|
Text
|
50
|
None
|
Middle Name
|
Text
|
50
|
None
|
Modified: Date
|
DateTime
|
Not applicable
|
None
|
Mr./Ms.
|
Picklist
|
30
|
None
|
Name
|
Text
|
100
|
This field is required by default. Ensure that all records contain values in this field before you perform an import.
|
New Contact
|
Checkbox
|
Not applicable
|
None
|
New Customer
|
Checkbox
|
Not applicable
|
None
|
New Opportunity
|
Checkbox
|
Not applicable
|
This field indicates if the opportunity associated with the deal registration is a new one.
|
Next Step
|
Text
|
250
|
None
|
Objective
|
Text
|
100
|
None
|
Objective: External Unique ID
|
Text
|
50
|
None
|
Owner
|
Picklist
|
30
|
The data in this field must match the user ID of an existing user of Oracle CRM On Demand. If a record does not contain a valid value for this field (including no value), its value is set to the user ID of the user performing the import.
If this field is not mapped to a valid import field when running the Import Assistant, the owner is set to the user ID of the user performing the import for all of the imported records.
|
Owner External ID
|
Text
|
30
|
None
|
Owner Partner Account
|
Picklist
|
100
|
This field automatically displays the partner company of the owner of the deal registration by default. This field is read-only. The upload process in Oracle CRM On Demand cannot update this field.
|
Originating Partner Account
|
Picklist
|
100
|
The partner who originally discovered the opportunity. This partner is typically the same as the principal partner, but can be different. This field is optional.
|
Partner Program
|
Picklist
|
50
|
None
|
Picklist Value Group
|
Text
|
50
|
None
|
Postal Code
|
Text
|
30
|
None
|
Principal Partner
|
Picklist
|
100
|
The primary partner is responsible for the deal registration. This field together with the Principal Partner Location field uniquely identifies a partner. This field cannot be null.
|
Principal Partner Location
|
Text
|
50
|
The location of the primary partner mentioned in the previous cell. This field together with the Principal Partner field uniquely identifies a partner. This field can be null.
|
Product Interest
|
Text
|
100
|
None
|
Reject Reason
|
Picklist
|
30
|
None
|
Special Price Reqd.
|
Checkbox
|
Not applicable
|
None
|
State
|
Picklist
|
30
|
None
|
Street
|
Text
|
100
|
None
|
Submission Status
|
Picklist
|
30
|
The valid values for this field are: Not Submitted, Submitted, and Recalled.
|
Submitted Date
|
DateTime
|
Not applicable
|
None
|
Support Reqd.
|
Checkbox
|
Not applicable
|
None
|
Telephone#
|
Text
|
40
|
None
|
Type
|
Picklist
|
30
|
The default valid values for this field are: Standard and Nonstandard.
|
