Configuration Guide for Oracle CRM On Demand Life Sciences Edition > Data Loading >

Process of Loading the Seed Data

The last step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition is to load the seed data for product categories, products, sample lots, users, inventory periods, allocations, sample inventories, and optionally, HCP contact allocations. Use the following procedure to load the seed data for Oracle CRM On Demand Life Sciences Edition.

To load the seed data for Oracle CRM On Demand Life Sciences Edition

1. If you have a small number of products and product categories, then do the following:
   1. Set up product categories for Oracle CRM On Demand Life Sciences Edition.

      For more information about setting up product categories for Oracle CRM On Demand Life Sciences Edition, see Oracle CRM On Demand Online Help.

   2. Set up products for Oracle CRM On Demand Life Sciences Edition.

      For example, for all products that sales representatives will be dropping as samples, define the product type as Sample. For all products that will be detailed at a brand level, create a product with a brand name and set the type to Detail.

      For more information about setting up company products for Oracle CRM On Demand Life Sciences Edition, see Oracle CRM On Demand Online Help.

      If you have a large number of products and product categories, then import them as described in Step 5.

2. Confirm that Customer Care has provisioned your company to use Oracle CRM On Demand Life Sciences Edition.

   For more information, see About Provisioning Oracle CRM On Demand Life Sciences Edition.

3. If not already done, then set up life sciences roles, record type access for each role, and assign privileges accordingly.

   For more information, see Setting Up Access Profiles and the Order Usage Option.  

4. Prepare your CSV files and add any necessary fields or picklist values to the Oracle CRM On Demand application.

   For information about preparing the fields of your seed data for data import, see the topics about import preparation in Oracle CRM On Demand Online Help.

5. Import the seed data for Oracle CRM On Demand Life Sciences Edition in the following order:
   • Product Categories
   • Products
   • Sample Lots
   • Users
   • Inventory Periods
   • Allocations
   • Sample Inventory
   • HCP Contact Allocations

For more information about importing seed data, see the topic about importing your data in Oracle CRM On Demand Online Help.