29Migrating Sales Categories
Migrating Sales Categories
This chapter describes how to migrate your sales categories using the command-line interface of the Oracle Migration Tool On Demand client. It contains the following topics:
Sales Categories
Sales categories are used to organize sales stages from different sales processes into groups. You can run analyses against the sales categories.
The following table describes the Oracle Migration Tool On Demand client commands used with sales categories. These commands are case sensitive.
Table Commands Used with Sales Categories in Oracle Migration Tool On Demand
Command | Description |
---|---|
|
This command extracts a sales category. The Order parameter specifies the order number of the sales category. |
|
This command extracts all sales categories. |
|
This command updates or inserts the sales categories specified in the XML file. |
Privileges Required for Migrating Sales Categories
The following privileges are required for the user account running the Oracle Migration Tool On Demand client commands:
For the
Read
andReadAll
commands: Enable Web Services Access and Manage Data Rules - Manage Sales Stage Definition.For the
Upsert
command: Enable Web Services Access and Manage Data Rules - Manage Sales Stage Definition.
For information about setting and checking privileges, see Oracle CRM On Demand Online Help.
Elements and Sections in the Sales Categories XML Output File
The following table describes the elements and sections in the sales categories XML output file.
Table Elements and Sections in the Sales Categories XML File
Description | Element or Section |
---|---|
<SalesCategory> contains the details of the sales category, as follows:
|
<data:SalesCategory> <data:StageCategory>[Test Sales Category] </data:StageCategory> <data:Description>This is a test sales category</data:Description> <data:Order>1</data:Order> <data:MarkForTranslation>false </data:MarkForTranslation> . . . </data:SalesCategory> |
The <ListofSalesCategoryTranslations> section contains the translation values for the sales category. |
<data:SalesCategory> . . . <data:ListOfSalesCategoryTranslations> . . . </data:ListOfSalesCategoryTranslations> </data:SalesCategory> |
The <SalesCategoryTranslation> section contains the translation values for one language:
|
<data:SalesCategory> . . . <data:ListOfSalesCategoryTranslations> <data:SalesCategoryTranslation> <data:LanguageCode>ENU</data:LanguageCode> <data:StageCategory>My Test Sales Category 2</data:StageCategory> <data:Description></data:Description> </data:SalesCategoryTranslation> . . . </data:ListOfSalesCategoryTranslations> </data:SalesCategory> |
Migrating Sales Categories
The following topics describe how to use the Oracle Migration Tool On Demand client to migrate sales categories:
Extracting a Single Sales Category
This topic describes how to extract a single sales category from your Oracle CRM On Demand environment.
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract a sales category:
migrationtool -u UserID -s ServerURL Read SalesCategory Order
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
Order is the order number of the sales category.
The output XML file is named with the order number of the sales category that is extracted. For example, if you extract the sales category that has the order number 2, then the XML file is named 2.xml.
Example of Extracting a Single Sales Category
The following is an example of extracting a sales category that has the order number 2:
migrationtool -u UserID -s ServerURL Read SalesCategory 2
Extracting All Sales Categories
This topic describes how to extract all of the sales categories from your Oracle CRM On Demand environment.
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all of the sales categories:
migrationtool -u UserID -s ServerURL ReadAll SalesCategory
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
The output XML file is named with the order number of the first sales category in the file. For example, if the first sales category has the order number 1, then the XML file is named 1.xml.
Updating or Inserting Sales Categories (Upsert)
This topic describes how to update a sales category (if it exists) or insert a sales category (if it does not exist) in your Oracle CRM On Demand environment (customer test environment or production).
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a sales category (if it exists) or insert a sales category (if it does not exist):
migrationtool -u UserID -s ServerURL Upsert SalesCategory SalesCategoryXML
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
SalesCategoryXML is the fully qualified path name of the sales categories XML file, for example:
C:\MyFiles\1.xml
If the fully qualified path name contains any spaces, then it must be enclosed with quotation marks, for example:
migrationtool -u UserID -s ServerURL Upsert SalesCategory "C:\My Files\1.xml"