Updating or Inserting Lead Conversion Mapping Data

This topic describes how to update the lead conversion mappings between one or more fields on the Lead record type and the fields on another record type (if any mappings exist) or insert the lead conversion mappings (if none exist) on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates lead conversion mappings based on the user key: Field Name.

Oracle CRM On Demand attempts to locate the lead conversion mappings specified in the input file based on the user key. If a match is located, then the lead conversion mappings are updated. If the system name is blank for a field on a record type (for example, the Contact record type) in the XML input file, and if the field on the Lead record type was previously mapped to a field on that record type, then the mapping is deleted. If Oracle CRM On Demand cannot locate any existing mapping for the field on the Lead record type, then the mapping is created for the first time.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update lead conversion mappings:

migrationtool -u UserID -s ServerURL Upsert LeadConversionMapping LeadConversionMappingXML

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.
LeadConversionMappingXML is the fully qualified path name of the lead conversion mappings XML file, for example:
```
C:\My Files\Date of Birth.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 LeadConversionMapping "C:\My Files\Date of Birth.xml"
```

Note: The Oracle Migration Tool On Demand client requests your Oracle CRM On Demand password, which can be redirected (using the pipe command) to the client program from standard input; that is, from a file, from the command line, or from another program.

Example of Updating or Inserting Lead Conversion Mapping Data

The following is an example of updating lead conversion mappings (if any exist) or inserting the lead conversion mapping data (if none exist) in your Oracle CRM On Demand server:

migrationtool -u UserID -s ServerURL Upsert LeadConversionMapping "C:\Oracle Migration Tool On Demand\windows\repository\LeadConversionMapping\Company.xml"

Note: Quotation marks are required only if the fully qualified path name contains spaces.