| Print Open PDF Version of Online Help

##### Portfolio Fields: Import Preparation NOTE: This feature might not be available in your version of the application as it is not part of the standard application. The following table contains specific information about setting up your CSV file before importing the portfolio accounts 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 Portfolio Account Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Account Currency | Picklist | 15 | You are not able to edit this picklist. Therefore, the values that you import must exactly match the valid values.
Account Number | Text | 100 | None
Account Type | Picklist | 30 | Default valid values: Annuity Contract, Group Policy, 401K, Checking, IRA, Life Insurance, Mutual Fund, Savings and Other.
Annual % Rate | Number | 15 | None
Cancelled/Sold Date | Date | 7 | None
Credit Limit | Currency | 20 | None
Division | Text | 50 | None
Effective Date | Date | 7 | None
Expiration Date | Date | 7 | None
External Unique ID | Text | 30 | None
Face Value | Currency | 20 | None
Institution | Text | 100 | None
Institution Location | Text | 50 | None
Loan Amount | Currency | 20 | None
Maturity | Date | 7 | None
Picklist Value Group | Text | 50 | None
Premium | Currency | 20 | None
Primary Owner ID | Text | 50 | None
Product | Text | 50 | None
Purchase Date | Date | 7 | None
Revenue | Currency | 20 | None
Risk Class | Text | 50 | None
Status | Picklist | 30 | Default valid values: Active, Pending, Quote, Terminated and Closed.
Term | Number | 20 | None
Term Unit | Picklist | 20 | Default valid values: Day, Week, Month and Year.
Total Asset Value | Currency | 20 | None
Valuation Date | Date | 7 | None
Institution External ID | Text | 30 | Institution links to account.
Product External ID | Text | 30 | None
#### Related Topics See the following topics for related information: Portfolios Field Type Guidelines for Importing Data Importing Your Data

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