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Recommended Import Order


To correctly establish the relationships between dependent data elements, the data should be imported in the following recommended order. In general, reference data such as therapeutic classes, competitive metrics, and competitive issues should be imported first, followed by employee and product data (internal products, external products, and medical specialties), followed by contacts data. Syndicated data should be loaded last.

The following list shows the recommended import order for all data types specific to Siebel Life Sciences:

  1. Reference data (therapeutic classes, competitive metrics, and so on)
  2. Employees
  3. Notifications
  4. Products (both internal and external)
  5. Leads
  6. Medical specialties
  7. Insurance plans
  8. Accounts
  9. Opportunities
  10. Formularies
  11. Contacts
  12. Contact ratings and rankings
  13. Quotes
  14. Documents
  15. Proposal templates
  16. Forecasts
  17. Fulfillment data
  18. Call lists
  19. Objectives
  20. Marketing campaigns
  21. Product consumption
  22. Service requests
  23. Product defects
  24. Activities and appointments
  25. Notes
  26. File attachments
  27. Syndicated data
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