| Print Open PDF Version of Online Help

#### Preparing for Data Importing Before you start importing data in Oracle CRM On Demand, you must first determine what import method you want to use. For more information on selecting the appropriate import method, see Import and Export Tools. For example, the Oracle Data Loader On Demand Utility supports only specific record types. For more information, see Oracle Data Loader On Demand Guide. It is also recommended that you read the following topic before you perform an import: Before You Import Data. You might need to edit data in your CSV file or customise Oracle CRM On Demand to make sure all your file data is imported. To determine if that is necessary, perform the following tasks before you begin importing: Determine the record types that you want to import. You might want to import different record types, such as leads, accounts, contacts and notes. You must import one record type at a time and you should follow the recommended sequence for importing. For example, if you have a file that contains a list of your contacts and another file with your accounts, you should import the accounts first and then the contacts in order to maintain the relationships set up between those record types. The sequence order is shown on the user interface itself on the Import and Export Tools page. SHOW ME Check the data in your file to make sure it: Has consistent capitalisation, abbreviations, and spelling Text values are imported exactly as they appear in your CSV file. Therefore, any differences in capitalisation can result in additional records being created, when that is not desired. For example, all of the following values for Account Names would result in new records: ABC, abc, A.B.C. Additionally, since two account records are recognised as identical if the account name and location are identical, addresses must be spelled, capitalised, and abbreviated identically to prevent additional records from being created. For example, all of the following records would not be considered identical: ABC, 111 10th Avenue ABC, 111 10th Ave. ABC, 111 10th Ave ABC, 111 Tenth Avenue Does not exceed the maximum length allowed Complies with the formatting requirements for that field For more information, see Data Checking Guidelines. Check the application for required fields for the record type that you want to import. You must map data in your CSV file to all required fields. If you don't, the record is rejected. To determine which fields are required, see the Edit page for the record type that you want to import. Required fields are shown in red text. Also, your administrator can configure a field so that it is conditionally required, that is, the field is not required by default, but becomes required if the data in other fields on the record meets certain criteria. If a field becomes required as a result of the condition defined for the field being true, and if your import file does not include a value for the conditionally required field, then the record is rejected. Add fields to the application if you want to import data that doesn't map to the default fields in the application. During the import process, you must match every field in your file to an existing field in the application to capture that data. If your role includes the Customise Application privilege, you can create new (custom) fields in Oracle CRM On Demand to map to the existing fields. For instructions, see Creating and Editing Fields. Set up picklist values, if necessary. During the import process, you can specify how you want the application to handle picklist values in your CSV file that don't match existing picklist values in the application: Add them to the application as new values NOTE: To see the picklist value changes in the application, you might need to sign out and sign back in again. Don't add them (only capture the values that match and leave the others blank) If you want to use the picklist values that exist in the application and import only the data that matches them, verify that the picklist values match exactly, including their spelling and capitalisation (values are case-sensitive). Some picklist values cannot be changed, and a few don't follow this behaviour. See Data Checking Guidelines and review the guidelines for the record type that you want to import. Select the correct time format. If you select the time format HH:MM:SS AM, for best results indicate whether your data is AM or PM in your CSV file. If you select AM/PM time formats, but the data does not contain AM or PM, then the fields are processed as follows: If the HH field is greater than or equal to 8 and less than or equal to 12, these fields are considered as AM. If the HH field is less than 8 and greater than 12, these fields are considered as PM. For example, 7:00:00 is processed as 7:00 PM, whereas 9:00:00 is processed as 9:00 AM. #### Related Topics See the following topics for related information: Changing Picklist Values Import and Export Tools For more information about preparing data importing, see 1800338.1 (Article ID) on My Oracle Support.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.