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##### Financial Account Holdings Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing financial account holdings 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-holdings data only.
Financial Account Holdings Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
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 Holdings Name | Text | 50 | The predefined field for the matching 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
Integration ID | Text | 30 | None
Owner | Text | 15 | None
Owner: External System ID | Text | 30 | None
Performance | Text | 22 | None
Picklist Value Group | Text | 50 | None
Purchase Date | Date/Time | Not applicable | None
Purchase Price | Currency | 22 | None
Quantity | Number | 22 | 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.