Print      Open PDF Version of Online Help

Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools

Import and Export Tools

Several utilities are available from the Import and Export Tools page, which augment the import and export facilities in Oracle CRM On Demand:

• Import Assistant. For more information, see Import Assistant.
• Oracle Data Loader On Demand. For more information, see Oracle Data Loader On Demand Client Utility.
• Oracle Migration Tool On Demand. For more information, see Oracle Migration Tool On Demand Client Utility.
• Oracle Web Services. For more information, see Web Services Integration.

For more information about choosing an appropriate import method, see 1801156.1 (Article ID) on My Oracle Support.

The import process consists of these steps:

• Preparing for Data Importing
• Importing Your Data
• Reviewing Import Results

You can also export data from Oracle CRM On Demand to CSV files. For information about exporting, click a topic:

• Exporting Your Data
• Reviewing Export Results

Before you begin:

• To import data, your role must include either the Admin Import privilege or the Marketing Import privilege. The Admin Import privilege lets you import all record types, whereas the Marketing Import privilege lets you import only accounts, contacts, and leads.
• If a user wants to import up to 2000 contacts, you must enable the Personal Import privilege for the user's role. The Personal Import privilege provides greater control over a user's data imports. For more information on roles, see Adding Roles.
• Review this entire section as well as the tutorial lessons on importing records, which provide additional information for performing imports (best practices).

  CAUTION: You cannot undo the importing of records or perform a mass deletion of records. Therefore, practice the importing procedure with a file of 5-10 records to avoid cleaning up data afterwards. If your company is importing a large number of records, attend a training session on data importing or contact Customer Care. For information on those resources, click the Training and Support global link at the top of each page in Oracle CRM On Demand.

• Be aware that you cannot import or export concatenated fields in Oracle CRM On Demand. A concatenated field is a field that can display the values from multiple fields and can also display additional text However, you can import and export the individual fields that make up the concatenated fields.
• To export data, your role must include the Admin Export privilege.

You can import data from comma-separated value (CSV) files to automatically create records in Oracle CRM On Demand. Each CSV file must be less than 20 MB in size. To reduce the file size, either divide the records into several files, or reduce the data by deleting the columns that you do not want to import. You can view a sample CSV file in Oracle Data Loader On Demand Guide.

This table describes what types of records you can create by importing data and how many records you can import each time that you run the import process.

Depending on the industry-specific solutions you have implemented, the following records can be made available to import: