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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Lead Fields: Import Preparation
Lead Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing leads 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.
Default Lead Field Name
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Data Type
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Maximum Length
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Comments
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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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Alias
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Text
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50
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None
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Annual Revenues
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Currency
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15
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None
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Approximate Income
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Currency
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15
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This is the amount of the approximate annual income.
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Associated Account
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Text
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100
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None.
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Associated Contact
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Text
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101
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The maximum number of characters allowed is 101. The first name can take up to 50 characters, followed by a single space, and the last name can take up to 50 characters, giving a total of 101 characters for the field.
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Associated Deal Registration
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Text
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100
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None
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Associated Deal Registration: External ID
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Text
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50
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None
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Associated Opportunity
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Not applicable
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Not applicable
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If you are importing a converted lead, this field's value must match an existing opportunity name.
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Billing Address 1
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Text
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200
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For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
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Billing Address 2, 3
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Text
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100 each
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For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
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Billing City
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Text
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50
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None
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Billing Country
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Picklist
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30
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Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
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Billing PO Box/Sorting Code
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Text
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30
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If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
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Billing Province
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Text
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30
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If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast.
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Billing US State
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Picklist
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2
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Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
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Billing Zip/Post Code
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Text
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50
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None
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Campaign
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Not applicable
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Not applicable
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This value is specified when using the Oracle CRM On Demand Lead Import Assistant. It is not possible to directly set values for the Campaign field in the import data.
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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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Cellular Phone #
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Phone
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40
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None
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Company
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Text
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100
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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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Created By
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Not applicable
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Not applicable
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It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
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Date of Birth
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Date
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Not applicable
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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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Division
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Text
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50
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None
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Email
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Text
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100
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If the Allow Unicode Characters in Email Fields check box on the company profile is selected, then most Unicode (UTF-8) characters are allowed.
For more information about the Allow Unicode Characters in Email check box, see Configuring Company Settings.
For information about the characters that are supported for use in email addresses, see About Special Characters in Email Addresses.
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Estimated Close Date
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Date
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7
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None
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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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First Name
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Text
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50
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This field is required by default. Make sure all records have values in this field before import.
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Furigana First Name
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Text
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50
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The Furigana equivalent of the Kanji (for Japanese only).
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Furigana Last Name
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Text
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50
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The Furigana equivalent of the Kanji (for Japanese only).
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Industry
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Picklist
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50
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Oracle CRM On Demand does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import. Alternatively, your company's Oracle CRM On Demand Administrator can create a custom Lead field that contains the valid values that you expect in your import data. This allows you to import your data into that custom field instead of this field.
Default valid values: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications
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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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Job Title
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Text
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75
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None
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Last Name
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Text
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50
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This field is required by default. Make sure all records have values in this field before import.
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Lead Currency
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Text
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20
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None
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Modified By
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Not applicable
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Not applicable
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It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
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Mr./Ms.
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Picklist
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15
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Default valid values: Miss., Mr., Ms., Mrs., and Dr.
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Never Email
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Check box
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Not applicable
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None
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Next Step
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Text
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250
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None
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Number of Employees
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Integer
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15
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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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Picklist Value Group
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Text
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50
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None
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Potential Revenue
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Currency
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15
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None
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Primary Phone #
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Phone
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40
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None
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Product Interest
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Text
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100
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None
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Profession
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Text
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50
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This is the specified profession or occupation.
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Rating
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Picklist
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30
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Default valid values: A, B, C, and D
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Rating 1
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Integer
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Not applicable
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Valid values for this field are: null, 1, 2, 3, 4, 5.
For more information, see About Fields Displayed As Images.
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Rating 2
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Integer
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Not applicable
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Valid values for this field are: null, 1, 2, 3, 4, 5.
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Rating 3
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Integer
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Not applicable
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Valid values for this field are: null, 1, 2, 3, 4, 5.
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Reassign Lead Owner
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Not applicable
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Not applicable
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This value is specified for all leads in a specific import when using the Oracle CRM On Demand Lead Import Assistant. It determines whether the imported leads are assigned to new owners based on Lead Assignment Rules defined for your company.
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Referred By
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Picklist
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101
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None
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Sales Person
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Picklist
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30
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None
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Sales Person External ID
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Text
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30
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None
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Source
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Picklist
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30
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Default valid values: Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Referral - Employee, Referral - External, Web Site, and Other
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Status
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Not applicable
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Not applicable
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You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values and they must match the business logic.
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Stoplight 1
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Integer
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Not applicable
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Valid values for this field are: null, 0, 1, 2.
For more information, see About Fields Displayed As Images.
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Stoplight 2
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Integer
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Not applicable
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Valid values for this field are: null, 0, 1, 2.
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Stoplight 3
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Integer
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Not applicable
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Valid values for this field are: null, 0, 1, 2.
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Web Site
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Text
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100
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None
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Work Fax #
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Phone
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40
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None
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Related Topics
See the following topics for related information:
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