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User Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing users into Oracle CRM On Demand.

NOTE: To import user records, your role must include the Manage Users privilege.

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 User Field Name

Data Type

Maximum Length

Comments

Alias

Text

50

Required field by default.

User Address 1

Text

200

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

User Address 2, 3

Text

100

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

User City

Text

50

None

User Country

Picklist

30

Default valid 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).

User PO Box/Sorting Code

Text

30

None

User Province

Text

50

For Canada, see About Countries and Address Mapping. However, this is not a picklist field.

User US State

Picklist

2

For the list of valid US state values, see About Countries and Address Mapping.

User Zip/Post Code

Text

30

None

Cellular Phone #

Phone

40

None

Currency

Text

50

This field is set at the company level, and, consequently, you cannot import this field or edit its picklist values.

Department

Text

75

None

Division

Text

75

None

Email

Text

50

Required field by default.

Email Temporary Password When I Click Save

Check box

Not applicable

If you select this check box and save, an email with a temporary password is sent to the user.

Employee Number

Number

30

None

External Unique ID

Text

30

Contains the External ID of the imported record.

First Name

Text

50

Required field by default.

Fund Approval Limit

Number

22

Specific to Oracle CRM On Demand High Tech Edition and Oracle CRM On Demand Partner Relationship Management Edition.

Integration ID

Text

30

Identifier used for integrating with external systems.

Language

Text

50

You are not able to edit this picklist. Therefore, the values you import must exactly match the standard valid values.

Last Name

Text

50

Required field by default.

Locale

Text

50

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Middle Name

Text

50

None

Mr./Ms.

Picklist

15

None

Preserve Default Book

Check box

Not applicable

For more information on the Preserve Default Book field, see User Fields.

Reports To

Text

Not applicable

This is a calculated field, based on the manager's first and last name.

Reports To External ID

Text

30

None

Role

Picklist

50

Required field by default. Default valid values: Administrator, Executive, Field Sales Rep, Inside Sales Rep, Sales & Marketing Manager, Service Manager, Service Rep.

Status

Picklist

30

Required field by default. Default valid values: Active, Inactive.

Time Zone

Text and number

100

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Work Fax #

Phone

40

None

Work Phone #

Phone

40

Required field by default.

Related Topics

See the following topics for related information:


Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.