8Data Loading
Data Loading
This chapter describes how to load the seed data for Oracle CRM On Demand Life Sciences Edition. It includes the following topics:
About Importing Data into Oracle CRM On Demand
Proper planning is required to verify a successful data import into Oracle CRM On Demand and corresponding industry editions. Before you begin to import your data, it is recommended that you:
Contact Customer Care to begin planning your import.
Review the topics about preparing for data importing, importing your data, data checking guidelines, and content management in Oracle CRM On Demand Online Help.
Prepare your comma-separated value (CSV) files and add any necessary fields or picklist values to your Oracle CRM On Demand application.
Test your import with a small amount of data first, before performing a full data import.
You can create an inventory period manually, or using the import functionality in Oracle CRM On Demand Life Sciences Edition. Typically, inventory periods for users are populated using the import functionality when Oracle CRM On Demand Life Sciences Edition is first set up for a company.
For adding multiple product categories, products, sample lots, users, allocations, and sample inventory records, it is recommended that you create an import file (in CSV format), and then ask your company administrator to load the data into the inventory period.
Import the seed data for Oracle CRM On Demand Life Sciences Edition in the following order:
Product Categories
Products
Sample Lots
Users
Inventory Periods
Allocations
Sample Inventory
HCP Contact Allocation
For information about preparing the fields of your seed data for data import, see the topics about import preparation in Oracle CRM On Demand Online Help.
Process of Loading the Seed Data
The last step in Roadmap for Configuring Oracle CRM On Demand Life Sciences Edition is to load the seed data for product categories, products, sample lots, users, inventory periods, allocations, sample inventories, and optionally, HCP contact allocations. Use the following procedure to load the seed data for Oracle CRM On Demand Life Sciences Edition.
To load the seed data for Oracle CRM On Demand Life Sciences Edition
If you have a small number of products and product categories, then do the following:
Set up product categories for Oracle CRM On Demand Life Sciences Edition.
For more information about setting up product categories for Oracle CRM On Demand Life Sciences Edition, see Oracle CRM On Demand Online Help.
Set up products for Oracle CRM On Demand Life Sciences Edition.
For example, for all products that sales representatives will be dropping as samples, define the product type as Sample. For all products that will be detailed at a brand level, create a product with a brand name and set the type to Detail.
For more information about setting up company products for Oracle CRM On Demand Life Sciences Edition, see Oracle CRM On Demand Online Help.
If you have a large number of products and product categories, then import them as described in Step 5.
Confirm that Customer Care has provisioned your company to use Oracle CRM On Demand Life Sciences Edition.
For more information, see About Provisioning Oracle CRM On Demand Life Sciences Edition.
If not already done, then set up life sciences roles, record type access for each role, and assign privileges accordingly.
For more information, see Setting Up Access Profiles and the Order Usage Option.
Prepare your CSV files and add any necessary fields or picklist values to the Oracle CRM On Demand application.
For information about preparing the fields of your seed data for data import, see the topics about import preparation in Oracle CRM On Demand Online Help.
Import the seed data for Oracle CRM On Demand Life Sciences Edition in the following order:
Product Categories
Products
Sample Lots
Users
Inventory Periods
Allocations
Sample Inventory
HCP Contact Allocations