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##### Financial Transactions Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing financial transactions in to 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. This topic is specific to Oracle CRM On Demand Financial Services Edition. The information in the following table is valid for financial transactions only.
Financial Transactions Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Currency Code | Picklist | 20 | None
Exchange Date | Date/Time | Not applicable | None
External System ID | Text | 50 | None
External Last Updated | Date/Time | Not applicable | None
External Source | Text | 50 | None
Financial Account | Text | 15 | The predefined field for the matching record.
Financial Account: External System ID | Text | 50 | The external unique ID of the financial account linked to this record.
Financial Product | Text | 15 | The predefined field for the matching record.
Financial Product: External System ID | Text | 50 | The external unique ID of the financial product linked to this record.
Financial Transaction Parent | Text | 15 | None
Financial Transaction Parent: External System ID | Text | 50 | The external unique ID of the financial product linked to this record.
Integration ID | Text | 30 | None
Owner | Text | 15 | None
Owner: External Unique ID | Text | 30 | None
Quantity | Number | 22 | None
Transaction Date Time | Date/Time |  | None
Transaction ID | Text | 50 | The predefined field for the matching record.
Transaction Period | Text | 50 | None
Transaction Price | Currency | 22 | None
Transaction Source | Text | 50 | None
Transaction Type | Picklist | 30 | None
Value | Currency | 22 | None
#### 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.