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##### Financial Account Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing financial accounts 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 account data only.
Financial Account Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Account Holder | Text | 15 | None
Account Holder: External System ID | Text | 30 | None
Balance | Currency | 22 | None
Balance as of | Date/Time | Not applicable | None
Branch | Text | 15 | None
Branch: External System ID | Text | 30 | None
Business Account | Text | 15 | None
Business Account: External System ID | Text | 30 | None
Campaign | Text | 15 | None
Campaign: External System ID | Text | 30 | None
Currency Code | Picklist | 20 | None
Description | Text | 16,350 | If a description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters.
Division | Text | 50 | None
Exchange Date | Date/Time | Not applicable | None
External ID | Text | 50 | None
External Last Updated | Date/Time | Not applicable | None
External Source | Text | 50 | None
Financial Account | Text | 50 | The predefined field for the matching record.
Financial Account Number | Text | 50 | None
Financial Advisor | Text | 15 | None
Financial Advisor: External System ID | Text | 30 | None
Held Away | Boolean | 1 | None
Held Away Institution | Text | 15 | None
Held Away Institution: External System ID | Text | 30 | The external unique ID of the held away institution (business account) linked to this record.
Home Branch | Picklist | 30 | None
Household | Text | 15 | None
Household: External System ID | Text | 30 | None
Integration ID | Text | 30 | None
Joint | Boolean | 1 | None
Open Date | Date | Not applicable | None
Owner: External System ID | Text | 30 | None
Parent Financial Account: External System ID | Text | 50 | The external unique ID of the financial account linked to this record.
Picklist Value Group | Text | 50 | None
Portfolio: External System ID | Text | 30 | None
Primary Account | Boolean | 1 | None
Type | Picklist | 30 | 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.