| Print Open PDF Version of Online Help

##### Deal Registration Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing deal registrations 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 contains only 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 Deal Registration Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Approval Status | Picklist | 30 | The valid values for this field are: Pending Approval, Approved, Rejected, Returned, Canceled, and Expired.
Approved Date | Date | Not applicable | None
Associated Contact | Picklist | 100 | None
Associated Customer | Picklist | 100 | None
Associated Lead | Text | 100 | None
Associated Lead: External Unique ID | Text | 30 | None
Associated Lead: First Name | Text | 50 | None
Associated Lead: Last Name | Text | 50 | None
Associated Lead: Integration ID | Text | 30 | None
Associated Lead: Last Name | Text | 50 | None
Associated Opportunity | Picklist | 100 | None
Cell Phone | Text | 40 | None
City | Text | 50 | None
Close Date | Date | Not applicable | None
Company Name | Text | 50 | None
Converted to Opportunity | Checkbox | Not applicable | None
Country | Picklist | 50 | None
Current Approver | Picklist | 100 | None
Created: Date | DateTime | Not applicable | None
Currency | Picklist | Not applicable | You cannot edit this picklist. Therefore, the values you import must match the valid values.
Deal Size | Currency | 15 | None
Description | Text | 255 | None
Division | Text | 50 | None
Email | Text | 50 | None
Exchange Rate | Date | Not applicable | None
Expiration Date | Date | Not applicable | None
External ID | Text | 40 | None
Fax | Text | 40 | None
Final Approver | Picklist | 100 | None
First Name | Text | 50 | None
Job Title | Text | 75 | None
Last Name | Text | 50 | None
Middle Name | Text | 50 | None
Modified: Date | DateTime | Not applicable | None
Mr./Ms. | Picklist | 30 | None
Name | Text | 100 | This field is required by default. Ensure that all records contain values in this field before you perform an import.
New Contact | Checkbox | Not applicable | None
New Customer | Checkbox | Not applicable | None
New Opportunity | Checkbox | Not applicable | This field indicates if the opportunity associated with the deal registration is a new one.
Next Step | Text | 250 | None
Objective | Text | 100 | None
Objective: External Unique ID | Text | 50 | None
Owner | Picklist | 30 | The data in this field must match the user ID of an existing user of Oracle CRM On Demand. If a record does not contain a valid value for this field (including no value), its value is set to the user ID of the user performing the import. If this field is not mapped to a valid import field when running the Import Assistant, the owner is set to the user ID of the user performing the import for all of the imported records.
Owner External ID | Text | 30 | None
Owner Partner Account | Picklist | 100 | This field automatically displays the partner company of the owner of the deal registration by default. This field is read-only. The upload process in Oracle CRM On Demand cannot update this field.
Originating Partner Account | Picklist | 100 | The partner who originally discovered the opportunity. This partner is typically the same as the principal partner, but can be different. This field is optional.
Partner Program | Picklist | 50 | None
Picklist Value Group | Text | 50 | None
Postal Code | Text | 30 | None
Principal Partner | Picklist | 100 | The primary partner is responsible for the deal registration. This field together with the Principal Partner Location field uniquely identifies a partner. This field cannot be null.
Principal Partner Location | Text | 50 | The location of the primary partner mentioned in the previous cell. This field together with the Principal Partner field uniquely identifies a partner. This field can be null.
Product Interest | Text | 100 | None
Reject Reason | Picklist | 30 | None
Special Price Reqd. | Checkbox | Not applicable | None
State | Picklist | 30 | None
Street | Text | 100 | None
Submission Status | Picklist | 30 | The valid values for this field are: Not Submitted, Submitted, and Recalled.
Submitted Date | DateTime | Not applicable | None
Support Reqd. | Checkbox | Not applicable | None
Telephone# | Text | 40 | None
Type | Picklist | 30 | The default valid values for this field are: Standard and Nonstandard.
#### Related Topics See the following topics for related information: Field Type Guidelines for Importing Data Importing Your Data

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