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##### Lead Fields: Import Preparation The following table contains specific information about setting up your CSV file before importing leads 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. UWAGA: Kolumna "Pole domyślne" w tej tabeli zawiera wyłącznie początkowe (domyślne) nazwy poszczególnych pól. Nie zawiera żadnych nazw zmienionych w aplikacji Oracle CRM On Demand w odniesieniu do firmy użytkownika. Dlatego jeśli podczas przygotowywania importu nie widać jakiegoś pola, należy skontaktować się z administratorem w celu ustalenia nowej nazwy.
Default Lead Field Name | Data Type | Maximum Length | Comments
--- | --- | --- | ---
Account External ID | Text | 30 | None
Alias | Text | 50 | None
Annual Revenues | Currency | 15 | None
Approximate Income | Currency | 15 | This is the amount of the approximate annual income.
Associated Account | Text | 100 | None.
Associated Contact | Text | 101 | The maximum number of characters allowed is 101. The first name can take up to 50 characters, followed by a single space, and the last name can take up to 50 characters, giving a total of 101 characters for the field.
Associated Deal Registration | Text | 100 | None
Associated Deal Registration: External ID | Text | 50 | None
Associated Opportunity | Not applicable | Not applicable | If you are importing a converted lead, this field's value must match an existing opportunity name.
Billing Address 1 | Text | 200 | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
Billing Address 2, 3 | Text | 100 each | For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
Billing City | Text | 50 | None
Billing Country | Picklist | 30 | Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
Billing PO Box/Sorting Code | Text | 30 | If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
Billing Province | Text | 30 | If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast.
Billing US State | Picklist | 2 | Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
Billing Zip/Post Code | Text | 50 | None
Campaign | Not applicable | Not applicable | This value is specified when using the Oracle CRM On Demand Lead Import Assistant. It is not possible to directly set values for the Campaign field in the import data.
Campaign External ID | Text | 30 | None
Cellular Phone # | Phone | 40 | None
Company | Text | 100 | None
Contact External ID | Text | 30 | None
Created By | Not applicable | Not applicable | It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
Date of Birth | Date | Not applicable | None
Description | Text | 16,350 | If a Description field in the import file exceeds 16,350 characters, it is truncated to 16,252 characters. The remaining characters are added to the linked Notes, each with a maximum limit of 16,350 characters.
Division | Text | 50 | None
Email | Text | 100 | If the Allow Unicode Characters in Email Fields check box on the company profile is selected, then most Unicode (UTF-8) characters are allowed. Więcej informacji o polu wyboru "Zezwalaj na znaki Unicode w polu adresu e-mail" można znaleźć pod hasłem Konfigurowanie ustawień firmy. Informacje na temat znaków obsługiwanych na potrzeby stosowania w adresach e-mail można znaleźć pod hasłem Znaki specjalne w adresach e-mail.
Estimated Close Date | Date | 7 | None
External Unique ID | Text | 30 | None
First Name | Text | 50 | This field is required by default. Make sure all records have values in this field before import.
Furigana First Name | Text | 50 | The Furigana equivalent of the Kanji (for Japanese only).
Furigana Last Name | Text | 50 | The Furigana equivalent of the Kanji (for Japanese only).
Industry | Picklist | 50 | Oracle CRM On Demand does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import. Alternatively, your company's Oracle CRM On Demand Administrator can create a custom Lead field that contains the valid values that you expect in your import data. This allows you to import your data into that custom field instead of this field. Default valid values: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications
Integration ID | Text | 30 | None
Job Title | Text | 75 | None
Last Name | Text | 50 | This field is required by default. Make sure all records have values in this field before import.
Lead Currency | Text | 20 | None
Modified By | Not applicable | Not applicable | It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
Mr./Ms. | Picklist | 30 | Default valid values: Miss., Mr., Ms., Mrs., and Dr.
Never Email | Check box | Not applicable | None
Next Step | Text | 250 | None
Number of Employees | Integer | 15 | None
Opportunity External ID | Text | 30 | None
Owner | Email | 50 | File data must match the Sign On User ID for an existing Oracle CRM On Demand user. If a record does not contain a valid value for this field (including no value), its value is set to the Sign On User ID of the user performing the import. If this field is not mapped to a valid import file field when running the Import Assistant, the Owner is set to the Sign On User ID of the user performing the import for all of the imported records.
Picklist Value Group | Text | 50 | None
Potential Revenue | Currency | 15 | None
Primary Phone # | Phone | 40 | None
Product Interest | Text | 100 | None
Profession | Text | 50 | This is the specified profession or occupation.
Rating | Picklist | 30 | Default valid values: A, B, C, and D
Rating 1 | Integer | Not applicable | Valid values for this field are: null, 1, 2, 3, 4, 5. For more information, see About Fields Displayed As Images.
Rating 2 | Integer | Not applicable | Valid values for this field are: null, 1, 2, 3, 4, 5.
Rating 3 | Integer | Not applicable | Valid values for this field are: null, 1, 2, 3, 4, 5.
Reassign Lead Owner | Not applicable | Not applicable | This value is specified for all leads in a specific import when using the Oracle CRM On Demand Lead Import Assistant. It determines whether the imported leads are assigned to new owners based on Lead Assignment Rules defined for your company.
Referred By | Picklist | 101 | None
Sales Person | Picklist | 30 | None
Sales Person External ID | Text | 30 | None
Source | Picklist | 30 | Default valid values: Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Referral - Employee, Referral - External, Web Site, and Other
Status | Not applicable | Not applicable | You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values and they must match the business logic.
Stoplight 1 | Integer | Not applicable | Valid values for this field are: null, 0, 1, 2. For more information, see About Fields Displayed As Images.
Stoplight 2 | Integer | Not applicable | Valid values for this field are: null, 0, 1, 2.
Stoplight 3 | Integer | Not applicable | Valid values for this field are: null, 0, 1, 2.
Web Site | Text | 100 | None
Work Fax # | Phone | 40 | None
#### Related Topics See the following topics for related information: Leads Fields Field Type Guidelines for Importing Data Importing Your Data

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