|
Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Financial Account Fields: Import Preparation
Financial Account Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing financial accounts in to 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 data only.
Financial Account Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Account Holder
|
Text
|
15
|
None
|
Account Holder: External System ID
|
Text
|
30
|
None
|
Balance
|
Currency
|
22
|
None
|
Balance as of
|
Date/Time
|
Not applicable
|
None
|
Branch
|
Text
|
15
|
None
|
Branch: External System ID
|
Text
|
30
|
None
|
Business Account
|
Text
|
15
|
None
|
Business Account: External System ID
|
Text
|
30
|
None
|
Campaign
|
Text
|
15
|
None
|
Campaign: External System ID
|
Text
|
30
|
None
|
Currency Code
|
Picklist
|
20
|
None
|
Description
|
Text
|
16,350
|
If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters.
|
Division
|
Text
|
50
|
None
|
Exchange Date
|
Date/Time
|
Not applicable
|
None
|
External ID
|
Text
|
50
|
None
|
External Last Updated
|
Date/Time
|
Not applicable
|
None
|
External Source
|
Text
|
50
|
None
|
Financial Account
|
Text
|
50
|
The predefined field for the matching record.
|
Financial Account Number
|
Text
|
50
|
None
|
Financial Advisor
|
Text
|
15
|
None
|
Financial Advisor: External System ID
|
Text
|
30
|
None
|
Held Away
|
Boolean
|
1
|
None
|
Held Away Institution
|
Text
|
15
|
None
|
Held Away Institution: External System ID
|
Text
|
30
|
The external unique ID of the held away institution (business account) linked to this record.
|
Home Branch
|
Picklist
|
30
|
None
|
Household
|
Text
|
15
|
None
|
Household: External System ID
|
Text
|
30
|
None
|
Integration ID
|
Text
|
30
|
None
|
Joint
|
Boolean
|
1
|
None
|
Open Date
|
Date
|
Not applicable
|
None
|
Owner: External System ID
|
Text
|
30
|
None
|
Parent Financial Account: External System ID
|
Text
|
50
|
The external unique ID of the financial account linked to this record.
|
Picklist Value Group
|
Text
|
50
|
None
|
Portfolio: External System ID
|
Text
|
30
|
None
|
Primary Account
|
Boolean
|
1
|
None
|
Type
|
Picklist
|
30
|
None
|
Related Topics
See the following topics for related information:
| 
