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Administering Oracle CRM On Demand > User Management and Access Controls > Book Management > About Importing Books and Book Assignments

About Importing Books and Book Assignments

You can import the following book-related records to Oracle CRM On Demand:

• Books. For information about importing book records, see Book Fields: Import Preparation.
• Book users. You can import book user records to associate users with custom books. For information about importing book user records, see Book User Fields: Import Preparation.
• Account books. You can import account book records to assign books to accounts. For information about importing account book records, see Account Book Fields: Import Preparation.
• Contact books. You can import contact book records to assign books to contacts. For information about importing contact book records, see Contact Book Fields: Import Preparation.

NOTE: To import account book or contact book records, your role must include the Manage Future Books privilege.

When you import records to assign books to accounts and contacts, you can specify a start date and an end date for each book assignment. You can also use the Future Primary Flag field to specify if the book that you assign to an account or contact is to become the primary book for that account or contact when the assignment becomes active. For more information about time-based book assignments, see About Time-Based Book Assignments.

Related Topics

See the following topics for related information:

• Scenario for Using Books to Manage Sales Territories
• Example of Using Books to Manage Sales Territories