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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Involved Party Fields: Import Preparation
Involved Party Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing involved party data in to Oracle CRM On Demand. 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. This topic is specific to Oracle CRM On Demand Financial Services Edition.
The information in the following table is valid for involved party data only.
Involved Party Field Name
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Data Type
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Maximum Length
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Comments
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Claim
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Text
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15
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The predefined field for the matching record.
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Claim: External System ID
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Text
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50
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None
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Contact
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Text
|
15
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The predefined field for the matching record. The Contact field is a concatenation of the last name and first name of the contact.
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Contact: External System ID
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Text
|
30
|
None
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Currency Code
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Picklist
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20
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None
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Exchange Date
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Date
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Not applicable
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None
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External System ID
|
Text
|
50
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None
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External Last Updated
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Date/Time
|
Not applicable
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None
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External Source
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Text
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50
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None
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Injury Description
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Text
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16350
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If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters. The remaining characters are added to the linked notes, each with a maximum limit of 16,350 characters.
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Injury Summary
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Text
|
250
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None
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Integration ID
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Text
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30
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None
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Involved Party Name
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Text
|
50
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None
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Location
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Picklist
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30
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None
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Owner
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Text
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15
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The owner of the record.
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Owner: External System ID
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Text
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30
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None
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Role
|
Picklist
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30
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The predefined field for the matching record.
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Role in Accident
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Picklist
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30
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None
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Related Topics
See the following topics for related information:
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