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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Financial Account Holders Fields: Import Preparation
Financial Account Holders Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing financial account holders 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. This topic is specific to Oracle CRM On Demand Financial Services Edition.
The information in the following table is valid for financial-account-holder data only.
Financial Account Holder Field Name
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Data Type
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Maximum Length
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Comments
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Business Account
|
Text
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15
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The predefined field for the matching record
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Business Account: External System ID
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Text
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30
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None
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Currency Code
|
Picklist
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20
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None
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Division
|
Text
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50
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None
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Exchange Date
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Date/Time
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Not applicable
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None
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External System ID
|
Text
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50
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None
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External Last Updated
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Date/Time
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Not applicable
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None
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External Source
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Text
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50
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None
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Financial Account
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Text
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15
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The predefined field for the matching record
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Financial Account: External System ID
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Text
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50
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The external unique ID of the financial account linked to this record
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Financial Account Holder
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Text
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15
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None
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Financial Account Holder: External System ID
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Text
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30
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None
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Financial Account Holders Name
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Text
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50
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The predefined field for the matching record
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Household
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Text
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15
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None
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Household: External System ID
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Text
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30
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None
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Joined Date
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Date
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Not applicable
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None
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Owner
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Text
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15
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None
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Owner: External System ID
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Text
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30
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None
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Picklist Value Group
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Text
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50
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None
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Primary Contact
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Boolean
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1
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None
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Role
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Picklist
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30
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The predefined field for the matching record
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Related Topics
See the following topics for related information:
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