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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Portfolio Fields: Import Preparation
Portfolio Fields: Import Preparation
NOTE: This feature might not be available in your version of the application since it is not part of the standard application.
The following table contains specific information about setting up your CSV file before importing the portfolio accounts 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 Portfolio Account Field Name
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Data Type
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Maximum Length
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Comments
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Account Currency
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Picklist
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15
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You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
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Account Number
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Text
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100
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None
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Account Type
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Picklist
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30
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Default valid values: Annuity Contract, Group Policy, 401K, Checking, IRA, Life Insurance, Mutual Fund, Savings, and Other.
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Annual % Rate
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Number
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15
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None
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Cancelled/Sold Date
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Date
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7
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None
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Credit Limit
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Currency
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20
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None
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Division
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Text
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50
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None
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Effective Date
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Date
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7
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None
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Expiration 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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Face Value
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Currency
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20
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None
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Institution
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Text
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100
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None
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Institution Location
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Text
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50
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None
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Loan Amount
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Currency
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20
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None
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Maturity
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Date
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7
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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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Premium
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Currency
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20
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None
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Primary Owner ID
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Text
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50
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None
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Product
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Text
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50
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None
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Purchase Date
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Date
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7
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None
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Revenue
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Currency
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20
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None
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Risk Class
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Text
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50
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None
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Status
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Picklist
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30
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Default valid values: Active, Pending, Quote, Terminated, and Closed.
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Term
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Number
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20
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None
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Term Unit
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Picklist
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20
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Default valid values: Day, Week, Month, and Year.
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Total Asset Value
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Currency
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20
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None
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Valuation Date
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Date
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7
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None
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Institution External ID
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Text
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30
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Institution links to account.
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Product External ID
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Text
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30
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None
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Related Topics
See the following topics for related information:
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