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##### Broker Profile Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing broker profile data into 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 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 Broker Profile Field Name | Field Type | Maximum Length | Comments
Broker Profile Name | Text | 40 | The name of the broker profile.
Broker Profile Year | Picklist | 30 | The year during which the broker profile is valid.
Company Historic and Future Growth | Text | 250 | The description of the company history and future growth for the broker.
Company Overview | Text | 250 | Provides additional information about the broker.
Created | Text | 30 | Oracle CRM On Demand generates this information: the name of the person who created the broker profile followed by the date.
Currency | Picklist | 15 | None
Division | Text | 50 | None
Fax Number | Phone | 35 | The broker fax number
Exchange Date | Date | Not applicable | None
Modified | Text | 30 | Oracle CRM On Demand generates this information: the name of the person who last modified the broker profile followed by the date.
Partner | Picklist | 30 | The broker name.
Phone Number | Phone | 35 | The broker phone number.
Picklist Value Group | Text | 50 | None
Primary Address | Text | 50 | The broker primary address.
Sub Channel | Picklist | 30 | The broker coverage. The default valid values are as follows: Globals, Locals, Nationals, Regionals, and Wholesalers.
Segmentation | Picklist | 30 | The broker segmentation. The default valid values are as follows: Commercial, Growth, and Retail.
Territory/Regional Structure | Text | 250 | The broker territory or regional structure.
Website | Text | 100 | The URL for a page that contains additional broker profile information.
### Related Topics See the following topics for related information: Field Type Guidelines for Importing Data Importing Your Data Broker Profile Fields

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