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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Opportunity Fields: Import Preparation
Opportunity Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing opportunities 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 Opportunity Field Name
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Data Type
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Maximum Length
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Comments
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Account
|
Text
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100
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Required field by default.
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Account External ID
|
Text
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30
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None
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Account Location
|
Text
|
50
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None
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Close Date
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Date
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7
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Required field by default.
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Dealer
|
Picklist
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30
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Specific to Oracle CRM On Demand Automotive Edition.
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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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Expected Revenue
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Currency
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15
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Cannot be imported. Value that is calculated based on potential revenue field multiplied by value in Probability field.
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External Unique ID
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Text
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255
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None
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Forecast
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Check box
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Not applicable
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None
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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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Lead Source
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Picklist
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30
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None
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Make
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Picklist
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30
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Specific to Oracle CRM On Demand Automotive Edition.
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Model
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Picklist
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30
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Specific to Oracle CRM On Demand Automotive Edition.
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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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Name
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Text
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100
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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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Opportunity Currency
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Picklist
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15
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Read-only.
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Opportunity Currency
|
Text
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20
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None
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Opportunity Name
|
Text
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100
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Required field by default.
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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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Owner External 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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Priority
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Picklist
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30
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Default valid values: Low, Medium, High
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Probability %
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Picklist
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3
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Default valid values: 0, 10, 20, 30, 40, 50, 60, 70, 80, 90, 100
NOTE: This field should always be exposed in the layout. If it is hidden, unexpected results occur.
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Product Interest
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Text
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100
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Specific to Oracle CRM On Demand Financial Services Edition.
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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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Reason Won/Lost
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Picklist
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30
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Default valid values: Installed Base, Price, Relationship, Track Record, No Current Project, No Budget, Not Qualified, Lost to Competition, Lost to No Decision, Other
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Reassign Opportunity
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Check box
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Not applicable
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None
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Revenue
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Currency
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15
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None
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Sales Stage
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Picklist
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50
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Required field by default.
This field behaves differently from most fields; it will not add picklist values that do not match even if you specify that during the import process. The import data must match the valid values for this field. If you want to capture picklist values from your CSV file that do not match the default picklist values, add them to the application before importing your data. Otherwise, the entire record is rejected. Default valid values are: Qualified Lead, Building Vision, Short List, Selected, Negotiation, Closed/Won, Closed/Lost.
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Source Campaign
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Picklist
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30
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The campaign that generated the opportunity.
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Status
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Picklist
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30
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Default valid values are Pending, Lost, and Won.
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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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Territory
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Text
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50
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None
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Total Asset Value
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Total Premium
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Type
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Picklist
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30
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None
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Year
|
Picklist
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30
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Specific to Oracle CRM On Demand Automotive Edition.
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