Account Book Fields: Import PreparationThe following table contains information about setting up your CSV file before importing account books into Oracle CRM On Demand. NOTE: To import account book or contact book records, your role must include the Manage Future Books privilege. The information in this topic supplements the guidelines 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. For more information on time-based book assignments, see About Time-Based Book Assignments.
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Published 6/21/2021 | Copyright © 2005, 2021, Oracle and/or its affiliates. Legal Notices. |