| Print Open PDF Version of Online Help

### Import and Export Tools Several utilities are available from the Import and Export Tools page, which augment the import and export facilities in Oracle CRM On Demand: Import Assistant. For more information, see Import Assistant. Oracle Data Loader On Demand. For more information, see Oracle Data Loader On Demand Client Utility. Oracle Migration Tool On Demand. For more information, see Oracle Migration Tool On Demand Client Utility. Oracle Web Services. For more information, see Web Services Integration. For more information about choosing an appropriate import method, see 1801156.1 (Article ID) on My Oracle Support. The import process consists of these steps: Preparing for Data Importing Importing Your Data Reviewing Import Results You can also export data from Oracle CRM On Demand to CSV files. For information about exporting, click a topic: Exporting Your Data Reviewing Export Results Before you begin: To import data, your role must include either the Admin Import privilege or the Marketing Import privilege. The Admin Import privilege lets you import all record types, whereas the Marketing Import privilege lets you import only accounts, contacts, and leads. If a user wants to import up to 2000 contacts, you must enable the Personal Import privilege for the user's role. The Personal Import privilege provides greater control over a user's data imports. For more information on roles, see Adding Roles. Review this entire section as well as the tutorial lessons on importing records, which provide additional information for performing imports (best practices). CAUTION: You cannot undo the importing of records or perform a mass deletion of records. Therefore, practice the importing procedure with a file of 5-10 records to avoid cleaning up data afterwards. If your company is importing a large number of records, attend a training session on data importing or contact Customer Care. For information on those resources, click the Training and Support global link at the top of each page in Oracle CRM On Demand. Be aware that you cannot import or export concatenated fields in Oracle CRM On Demand. A concatenated field is a field that can display the values from multiple fields and can also display additional text However, you can import and export the individual fields that make up the concatenated fields. To export data, your role must include the Admin Export privilege. You can import data from comma-separated value (CSV) files to automatically create records in Oracle CRM On Demand. Each CSV file must be less than 20 MB in size. To reduce the file size, either divide the records into several files, or reduce the data by deleting the columns that you do not want to import. You can view a sample CSV file in Oracle Data Loader On Demand Guide. This table describes what types of records you can create by importing data and how many records you can import each time that you run the import process.
Record Type | Record Limit for Each Import
--- | ---
Account | 30000
Account Address | 50000
Account Competitor | 50000
Account Contact | 50000
Account Partner | 50000
Account Team | 50000
Address | 30000
Appointment | 30000
Appointment Contact | 50000
Appointment User | 50000
Asset | 80000
Contact (Admin) | 30000
Contact Address | 50000
Contact Team | 50000
Campaign | 50000
Campaign Recipient | 50000
Deal Registrations | 30000
Lead | 30000
Modification Tracking | 30000
Note | 50000
Order | 30000
Order Item | 30000
Opportunity | 30000
Opportunity Contact Role | 50000
Opportunity Product | 80000
Opportunity Team | 50000
Product | 80000
Product Category | 30000
Property | 30000
Social Profile | 30000
Solution | 50000
Service Request | 30000
Task | 30000
Task Contact | 50000
Task User | 50000
User | 500
Vehicle Contact | 50000
Depending on the industry-specific solutions you have implemented, the following records can be made available to import:
Record Type | Record Limit for Each Import
--- | ---
Allocation | 30000
Application | 30000
Blocked Product | 30000
Business Plan | 30000
Claim | 30000
Contact State License | 30000
Coverage | 30000
Custom Objects | 30000
Damage | 30000
Dealer | 80000
Deal Registration | 30000
Event | 30000
Financial Account | 30000
Financial Account Holder | 30000
Financial Account Holding | 30000
Financial Plan | 30000
Financial Product | 30000
Financial Transaction | 30000
HCP Contact Allocations | 30000
Inventory Audit Report | 30000
Inventory Period | 30000
Involved Party | 30000
Insurance Property | 30000
MDF Request | 30000
Messaging Plan | 30000
Messaging Plan Item | 30000
Messaging Plan Item Relation | 30000
Message Response | 30000
Objective | 30000
Partner | 30000
Partner Program | 30000
Plan Account | 30000
Plan Contact | 30000
Plan Opportunity | 30000
Policy | 30000
Policy Holder | 30000
Portfolio | 30000
Price List | 30000
Price List Line Item | 30000
Sample Disclaimer | 30000
Sample Inventory | 30000
Sample Lot | 30000
Sample Transaction | 30000
Signature | 30000
Special Pricing Product | 30000
Special Pricing Request | 30000
Transaction Item | 30000
Vehicle | 80000

Published 5/23/2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.