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##### Partner Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing partners into Oracle CRM On Demand. This information supplements the guidelines in the topic, Field Type Guidelines for Importing Data. First, you must review the following information before importing partners. NOTE: The Default Field column in this table only contains 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.
Default Partner Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
# Physicians | Number | 22 | This is specific to Oracle CRM On Demand Life Sciences Edition.
Account Partner | Check box | 1 | None
Annual Revenues | Currency | 15 | None
Billing Address | Picklist | 100 | This field is available only if shared addresses are set up for your company. This value must match the Address Name field in the existing Address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.
Billing Address 1 | Text | 200 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping. This field is not available if shared addresses are set up for your company.
Billing Address 2 | Text | 100 | This field is not available if shared addresses are set up for your company.
Billing Address 3 | Text | 100 | This field is not available if shared addresses are set up for your company.
Billing City | Text | 50 | This field is not available if shared addresses are set up for your company.
Billing Country | Picklist | 30 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping. This field is not available if shared addresses are set up for your company.
Billing PO /Sorting Code | Text | 30 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping. This field is not available if shared addresses are set up for your company.
Billing Province | Text | 50 | If your file contains non-U.S. addresses, then map the following address items or their equivalents to the U.S. State to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).
Billing US State | Picklist | 2 | The default valid values are standard two-letter abbreviations for all the U.S. states (all capital letters). Oracle CRM On Demand does not allow the modification of the valid values for this field. Make sure the import data matches the valid values for this field before importing data. This field is not available if shared addresses are set up for your company.
Billing ZIP/Post Code | Text | 30 | This field is not available if shared addresses are set up for your company.
Bill To Address External ID | Text | 30 | If shared addresses are enabled for your company, then the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing Address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.
Call Frequency | Picklist | 30 | This field is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
Channel Account Manager | Text | 50 | None
Compliance Review Date | UTC Date Time | 7 | This is the date that the Compliance Status is due for review.
Compliance Status | Picklist | 30 | You can edit this picklist.
Description | Text | 255 | None
Division | Text | 50 | None
Expertise | Text | 30 | You can edit this picklist.
External Unique ID | Text | 30 | None.
Furigana Name | Text | 100 | None.
HIN | Text | 30 | Health Industry Number (HIN).
Industry | Picklist | 50 | This picklist is read-only. The default values for this picklist are: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications.
Influence Type | Picklist | 30 | You can edit this picklist.
Last Assignment Completion Date | UTC Date Time | 7 | None
Last Assignment Submission Date | UTC Date Time | 7 | None
Last Call Date | UTC Date Time | 7 | None
Location | Text | 50 | None
Main Fax # | Phone | 40 | None
Main Phone # | Phone | 40 | None
Market Potential | Picklist | 30 | This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
Market Segment | Picklist | 30 | This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
Market Share | Number | Not applicable | This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist. This number is between zero (0) and 100.
Maximum Number of Users | Integer | Not applicable | None
Number of Employees | Integer | 22 | None
Originating Partner Account | Picklist | 100 | This picklist is read-only. This picklist contains the value of the valid partner.
Owner | Text | 50 | This field contains the name of the current owner of this record.
Owner Partner Account | Picklist | 100 | This picklist is read-only.
Partner Currency | Picklist | 15 | This picklist is read-only. This value must match the existing value for the current partner currency.
Partner Level | Picklist | 30 | You can edit this picklist.
Partner Name | Text | 100 | This is the partner's name.
Partner Organisation Status | Picklist | 30 | This field indicates if the partner is an active or an inactive Partner Relationship Partner (PRM) organisation. When this is set to active, a book is automatically created for the partner organisation. Their users are automatically added to the book. This book is only used when relating partners to each other in the Partner Relationship Related Item under the Partner Record field. You can edit this picklist.
Picklist Value Group | Text | 50 | None
Price List | Picklist | 50 | This picklist is read-only. The default values for this picklist are the names of the price lists.
Primary Partner Type | Picklist | 30 | This picklist is read-only. The default values in this picklist are the partner types associated with the partner.
Principal Partner Account | Picklist | 100 | This picklist is read-only. The default value for this picklist is the value of the partner.
Priority | Picklist | 30 | You can edit this picklist.
Public Company | Check Box | Not applicable | None.
Ranking | Number | 22 | None.
Reassign Account | Check box | Not applicable | This field indicates that the account should be reassigned. When imported, this triggers automatic assignment rules for this account record, if your company administrator or manager has set up this feature.
Reference | Check Box | Not applicable | This field should be set to the checked status if there is an agreement for this account to be given out as a reference to prospects.
Reference as of | Date | Not applicable | None
Region | Picklist | 25 | You can edit this picklist. The default valid values are East, West, and Central.
Route | Picklist | 30 | You can edit this picklist.
Shipping Address | Picklist | 100 | This field is available only if shared addresses are set up for your company. This value must match the Address Name field in the existing Address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.
Shipping Address 1 | Text | 200 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping. This field is not available if shared addresses are set up for your company.
Shipping Address 2 | Text | 100 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping. This field is not available if shared addresses are set up for your company.
Shipping Address 3 | Text | 50 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping. This field is not available if shared addresses are set up for your company.
Shipping City | Text | 50 | This field is not available if shared addresses are set up for your company.
Shipping Country | Picklist | 30 | The default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. Oracle CRM On Demand does not allow the modification of the valid values for this field. Make sure the import data matches the valid values for this field before importing data (see About Countries and Address Mapping). This field is not available if shared addresses are set up for your company.
Shipping PO Box/Sorting Code | Text | 30 | If your file contains non-U.S. addresses, then map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping). This field is not available if shared addresses are set up for your company.
Shipping Province | Text | 50 | If your file contains non-U.S. addresses, then map the following address items or their equivalents to the U.S. state to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping). This field is not available if shared addresses are set up for your company.
Shipping US State | Picklist | 2 | The default valid values are standard two-letter abbreviations for all the U.S. states (all capital letters). Oracle CRM On Demand does not allow the modification of the valid values for this field. Make sure the import data matches the valid values for this field before importing data. This field is not available if shared addresses are set up for your company.
Shipping ZIP/Post Code | Text | 30 | This field is not available if shared addresses are set up for your company.
Shipping To Address External ID | Text | 30 | If shared addresses are enabled for your company, then the data type for this field becomes a picklist. The value for this field must match the External Unique Id of an existing address record. Also, if the Validate Shared Addresses setting is enabled, then this value must match an existing validated address record.
Source Campaign | Picklist | 100 | This picklist is read-only. The default value for this picklist is the name of the source campaign that generated the account.
Status | Picklist | 30 | You can edit this picklist.
Territory | Picklist | 50 | This picklist is read-only. The default field in this picklist is the name of the territory.
Web Site | Text | 100 | None.
YTD Revenue | Currency | 22 | This is specific to Oracle CRM On Demand Life Sciences Edition. This stands for Year To Date.
#### Related Topics See the following topics for related information: Field Type Guidelines for Importing Data Importing Your Data

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