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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Financial Plan Fields: Import Preparation
Financial Plan Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing financial plans 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.
Financial Plan
The information in the following table is valid for Financial Plan only.
Financial Plan Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Approved by Contact
|
Boolean
|
1
|
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
|
Contact
|
Text
|
15
|
None
|
Contact: 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 System ID
|
Text
|
50
|
None
|
External Last Updated
|
Date/Time
|
Not applicable
|
None
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External Source
|
Text
|
50
|
None
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Financial Account
|
Text
|
15
|
The predefined field for the matching record.
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Financial Account: External System ID
|
Text
|
50
|
The external unique ID of the financial account linked to this record.
|
Financial Plan Name
|
Text
|
50
|
The predefined field for the matching record.
|
Household
|
Text
|
15
|
None
|
Household: External System ID
|
Text
|
30
|
None
|
Integration ID
|
Text
|
30
|
None
|
Owner
|
Text
|
15
|
None
|
Owner: External System ID
|
Text
|
30
|
None
|
Picklist Value Group
|
Text
|
50
|
None
|
Portfolio
|
Text
|
15
|
None
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Portfolio: External System ID
|
Text
|
30
|
None
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Sent to Contact
|
Boolean
|
1
|
None
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Status
|
Picklist
|
30
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None
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Type
|
Picklist
|
30
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None
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Related Topics
See the following topics for related information:
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