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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Contact Fields: Import Preparation
Contact Fields: Import Preparation
If you have separate files to import for accounts and contacts, import the accounts first, and then the contacts. Be sure that your Contacts import file contains valid account names from the Accounts import file.
If you only have a Contacts import file, account records are created based on the account name data found in the Account Name field in the Contacts import file. If the contact record contains alternate address data, Oracle CRM On Demand creates a new account and populates the shipping address with the alternative address. The Billing address remains blank.
If multiple contacts are associated with the same account, the account's address fields are set to the Alternate address values associated with the first contact imported for that account. If the first contact imported does not contain alternate address data-but subsequent records do, the account's address fields are blank, since only the first imported contact is considered when setting the values of the account address fields. Therefore, if you are importing only from a Contacts import file, before importing, sort the data by Account Name, then make sure that the first contact for each different Account Name contains the address you want to use for the account.
The following table contains specific information about setting up your CSV file before importing contacts 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 Contact Field Name
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Data Type
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Maximum Length
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Comments
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Account
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Text
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100
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The text for this field is one of several fields used to match an existing Account record. If no match is found, it is the Account Name for a new Account that gets created as part of the Contact import process. For more information, see About Record Duplicates and External IDs.
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Account External ID
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Text
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30
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None
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Account Location
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Text
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50
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The text for this field is one of several fields used to match an existing Account record. For more information, see About Record Duplicates and External IDs.
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Assistant Name
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Text
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50
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None
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Assistant Phone #
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Phone
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40
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None
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Best Time to Call
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Picklist
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30
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Default values are Early afternoon, Early morning, Evening, Late afternoon, Mid-morning, and Saturday. Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
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Blocked Reason Code
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Picklist
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30
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Default values are Business, Do Not See, Do Not Ship, HR, and Legal. You can edit this picklist.
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Call Frequency
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Picklist
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30
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Default values are No See, 1-2 Times/Year, 3-4 Times/Year, and >5 Time/Year. Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
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Cellular Phone #
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Phone
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40
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None
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Client Since Date
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Date
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Not applicable
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This field is automatically populated with current date once the Client value is selected in the Contact Type drop-down menu.
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Contact Address
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Picklist
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100
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This field is available only if shared addresses are set up for your company.
This value must match the Address Name field in the existing address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated address record.
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Contact Address 1
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Text
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200
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For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
This field is not available if shared addresses are set up for your company.
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Contact Address 2, 3
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Text
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100 each
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For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
This field is not available if shared addresses are set up for your company.
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Contact City
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Text
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50
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This field is not available if shared addresses are set up for your company.
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Contact Country
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Picklist
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30
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Default values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
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Contact Currency
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Picklist
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20
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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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Contact PO Box/Sorting Code
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Text
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50
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If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
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Contact Province
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Text
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50
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If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).
This field is not available if shared addresses are set up for your company.
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Contact Type
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Picklist
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30
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Default valid values: Prospect, Customer, Partner, and Competitor
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Contact US State
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Picklist
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2
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Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
This field is not available if shared addresses are set up for your company.
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Contact Zip/Post Code
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Text
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30
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This field is not available if shared addresses are set up for your company.
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Credit Score
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Number
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22
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Specific to Oracle CRM On Demand Financial Services Edition.
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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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Current Investment Mix
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Picklist
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30
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Default values are Aggressive, Moderate, and Conservative. Specific to Oracle CRM On Demand Financial Services Edition. You can edit this picklist.
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Customer ID
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Text
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11
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Specific to Oracle CRM On Demand Financial Services Edition.
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Date of Birth
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Date
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7
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Specific to Oracle CRM On Demand Financial Services Edition.
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Degree
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Picklist
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30
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Default values are PHD, M.D., D.O., MBA, RN, R.T., Reg. Pharmacist, Master of Science, Dentist, LPN, and Master of Public Health. Specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
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Department
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Text
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75
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None
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Description
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Text
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16,350
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If a Description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters. The remaining characters are added to the linked Notes, each with a maximum limit of 16,350 characters.
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Division
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Text
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50
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None
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Email
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Text
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100
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If the Allow Unicode Characters in Email Fields check box on the company profile is selected, then most Unicode (UTF-8) characters are allowed.
For more information about the Allow Unicode Characters in Email check box, see Configuring Company Settings.
For information about the characters that are supported for use in email addresses, see About Special Characters in Email Addresses.
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Experience Level
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Picklist
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30
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Default values are None, Limited, Good, and Extensive. Specific to Oracle CRM On Demand Financial Services Edition. You can edit this picklist.
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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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First Name
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Text
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50
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This field is required by default. Make sure all records have values in this field before import.
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Furigana First Name
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Text
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50
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The Furigana equivalent of the Kanji (for Japanese only).
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Furigana Last Name
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Text
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50
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The Furigana equivalent of the Kanji (for Japanese only).
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Gender
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Picklist
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1
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Default values are F and M. You can edit this picklist. Specific to Oracle CRM On Demand Financial Services Edition.
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Home Phone #
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Phone
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40
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None
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Home Value
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Integration ID
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Text
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30
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None
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Investment Horizon
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Picklist
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30
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Default values are Short term, Medium term, and Long term. You can edit this picklist. Specific to Oracle CRM On Demand Financial Services Edition.
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Job Title
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Text
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75
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None
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Last Call Date
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Date/Time
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Specific to Oracle CRM On Demand Life Sciences Edition.
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Last Name
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Text
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50
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This field is required by default. Make sure all records have values in this field before import.
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Lead Source
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Picklist
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30
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Default valid values: Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Referral - Employee, Referral - External, Web Site, and Other.
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Life Event
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Picklist
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30
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Default values are Marriage, Birth of Child, Retirement, Divorce, and Other. Specific to Oracle CRM On Demand Financial Services Edition.
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Manager
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Not applicable
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Not applicable
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It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Contact Edit page).
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Manager External ID
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Text
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30
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None
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Marital Status
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Picklist
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30
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Default values are Single, Divorced, Married, Partner, Separated, Widowed, and Widower. Specific to Oracle CRM On Demand Financial Services Edition.
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Market Potential
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Picklist
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30
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Default values are High, Medium, and Low. Specific to Oracle CRM On Demand Life Sciences Edition.
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Middle Name
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Text
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50
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None
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Modified By
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Not applicable
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Not applicable
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It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
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Mr./Ms.
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Picklist
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15
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Default valid values: Miss., Mr., Ms., Mrs., and Dr.
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Never Email
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Check box
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Not applicable
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None
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Objective
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Picklist
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30
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Default values are Capital Preservation, Income, Income/Growth, Balanced, Growth, Aggressive Growth, and International Diversification. Specific to Oracle CRM On Demand Financial Services Edition.
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Opt In
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Check box
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Not applicable
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Specific to Oracle CRM On Demand Life Sciences Edition.
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Opt Out
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Check box
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Not applicable
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Specific to Oracle CRM On Demand Life Sciences Edition.
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Own or Rent
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Picklist
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30
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Default values are Own or Rent. Specific to Oracle CRM On Demand Financial Services Edition.
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Owner
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Email
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50
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File data must match the User Sign In ID for an existing Oracle CRM On Demand user. If a record does not contain a valid value for this field (including no value), its value is set to the Sign On email ID of the user performing the import.
If this field is not mapped to a valid import file field when running the Import Assistant, the Owner is set to the Sign On email ID of the user performing the import for all of the imported records.
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Owner External ID
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Text
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30
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None
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Personal Address External System ID
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Text
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30
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If shared addresses are enabled for your company, then the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing address record. Also, if the Validate Shared Addresses setting is enabled, this value must match an existing validated address record.
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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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Primary Goal
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Picklist
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30
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Default values are Saving for child's education, Saving for College, New Home, Accumulating wealth, Estate planning, Preserving my assets, and Retirement. Specific to Oracle CRM On Demand Financial Services Edition.
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Private
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Check box
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Not applicable
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This field should be set to the checked state if you want this contact to be visible only to the account owner.
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Profession
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Text
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50
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None.
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Qualified Date
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Date/Time
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Not applicable
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None.
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Rating 1
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Integer
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Not applicable
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Valid values for this field are: null, 1, 2, 3, 4, 5.
For more information, see About Fields Displayed As Images.
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Rating 2
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Integer
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Not applicable
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Valid values for this field are: null, 1, 2, 3, 4, 5.
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Rating 3
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Integer
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Not applicable
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Valid values for this field are: null, 1, 2, 3, 4, 5.
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Risk Profile
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Picklist
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30
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Default values are Risk Averse, Risk Taker, Conservative, Moderate, and Aggressive. Oracle CRM On Demand Financial Services Edition.
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Referred by
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Picklist
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101
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None.
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Route
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Picklist
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30
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Default values are Route 1, Route 2, Route 3, and Route 4. Specific to Oracle CRM On Demand Life Sciences Edition.
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Segment
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Picklist
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30
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Default values are White Collar, Blue Collar, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth. Specific to Oracle CRM On Demand Financial Services Edition.
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Self-Employed
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Check box
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Not applicable
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Specific to Oracle CRM On Demand Financial Services Edition.
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Source Campaign
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Picklist
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100
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The campaign that generated the contact.
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Status
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Picklist
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30
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This column stores the status of a client or contact. The following values are allowed: Active, Quiet Filed, and Dead Filed.
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Stoplight 1
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Integer
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Not applicable
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Valid values for this field are: null, 0, 1, 2.
For more information, see About Fields Displayed As Images.
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Stoplight 2
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Integer
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Not applicable
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Valid values for this field are: null, 0, 1, 2.
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Stoplight 3
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Integer
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Not applicable
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Valid values for this field are: null, 0, 1, 2.
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Tax Bracket
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Number
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22
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Specific to Oracle CRM On Demand Financial Services Edition.
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Tier
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Picklist
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30
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Default values are Gold, Silver, Bronze, Top 100, Top, Medium, and Low. Specific to Oracle CRM On Demand Financial Services Edition.
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Time Zone
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Picklist
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30
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You are not able to edit this picklist. Therefore, the values you import must exactly match the standard valid values.
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Total Assets
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Total Expenses
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Total Income
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Total Liabilities
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Total Net Worth
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Currency
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15
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Specific to Oracle CRM On Demand Financial Services Edition.
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Type
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Picklist
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30
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Default values are Prospect, Customer, Partner, and Competitor.
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Work Fax #
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Phone
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40
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None
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Work Phone #
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Phone
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40
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None
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YTD Sales
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Currency
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15
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Specific to Oracle CRM On Demand Life Sciences Edition.
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Related Topics
See the following topics for related information:
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