The following table contains specific information about setting up your CSV file before importing broker profile data 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.
Default Broker Profile Field Name
|
Field Type
|
Maximum Length
|
Comments
|
Broker Profile Name
|
Text
|
40
|
The name of the broker profile.
|
Broker Profile Year
|
Picklist
|
30
|
The year during which the broker profile is valid.
|
Company Historic and Future Growth
|
Text
|
250
|
The description of the company history and future growth for the broker.
|
Company Overview
|
Text
|
250
|
Provides additional information about the broker.
|
Created
|
Text
|
30
|
Oracle CRM On Demand generates this information: the name of the person who created the broker profile followed by the date.
|
Currency
|
Picklist
|
15
|
None
|
Division
|
Text
|
50
|
None
|
Fax Number
|
Phone
|
35
|
The broker fax number
|
Exchange Date
|
Date
|
Not applicable
|
None
|
Modified
|
Text
|
30
|
Oracle CRM On Demand generates this information: the name of the person who last modified the broker profile followed by the date.
|
Partner
|
Picklist
|
30
|
The broker name.
|
Phone Number
|
Phone
|
35
|
The broker phone number.
|
Picklist Value Group
|
Text
|
50
|
None
|
Primary Address
|
Text
|
50
|
The broker primary address.
|
Sub Channel
|
Picklist
|
30
|
The broker coverage. The default valid values are as follows: Globals, Locals, Nationals, Regionals, and Wholesalers.
|
Segmentation
|
Picklist
|
30
|
The broker segmentation. The default valid values are as follows: Commercial, Growth, and Retail.
|
Territory/Regional Structure
|
Text
|
250
|
The broker territory or regional structure.
|
Website
|
Text
|
100
|
The URL for a page that contains additional broker profile information.
|
