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##### Financial Account Holders Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing financial account holders 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. This topic is specific to Oracle CRM On Demand Financial Services Edition. The information in the following table is valid for financial-account-holder data only.
Financial Account Holder Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Business Account | Text | 15 | The predefined field for the matching record
Business Account: External System ID | Text | 30 | None
Currency Code | Picklist | 20 | None
Division | Text | 50 | 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 Account Holder | Text | 15 | None
Financial Account Holder: External System ID | Text | 30 | None
Financial Account Holders Name | Text | 50 | The predefined field for the matching record
Household | Text | 15 | None
Household: External System ID | Text | 30 | None
Joined Date | Date | Not applicable | None
Owner | Text | 15 | None
Owner: External System ID | Text | 30 | None
Picklist Value Group | Text | 50 | None
Primary Contact | Boolean | 1 | None
Role | Picklist | 30 | The predefined field for the matching record
#### 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.