Visibility of Fields: Example of Importing Accounts

To view all accounts, the data must be inserted into the S_PARTY, S_ACCNT_POSTN, S_ORG_EXT, and S_ORG_BU tables, as well as other relevant tables. S_ORG_BU must be populated for visibility in the All Accounts view.

To insert the data into the required tables, you can use the EIM_ACCOUNT interface table. Make sure the values in the OU_NUM and MASTER_OU_ID columns of the S_ORG_EXT base table are populated.

The EIM_ACCOUNT and EIM_ORG_BU interface tables are mapped to S_ORG_BU. You can use EIM_ACCOUNT and EIM_ORG_BU to populate S_ORG_BU.

MASTER_OU_ID in S_ORG_EXT must be populated for visibility in any of the Accounts views. If S_ORG_EXT.MASTER_OU_ID is not populated, the imported accounts will be visible only in the Accounts/Orgs view in the Data Administration screen. The imported accounts will not be visible in the Accounts view in the Data Administration screen, or any other view including My Accounts, All Accounts, and All Accounts Across Organizations.

Note: When loading account addresses, make sure to set an explicit primary. The default setting is implicit, which means that primaries are not set until a record is retrieved in the application. This can cause queries, such as on the State field, to return incomplete or inconsistent data. For more information, see About Explicit Primary Mappings.

The sample .IFB file that follows can be used for importing accounts. The account visibility depends on S_ORG_BU to resolve the organization and S_ACCT_POSTN for the position.

[Siebel Interface Manager]
      USER NAME = "SADMIN"
      PASSWORD = "********"
      PROCESS = Import Account
[Import Account]
      TYPE = IMPORT
      BATCH = 555
      TABLE = EIM_ACCOUNT
ONLY BASE TABLES = S_PARTY, S_ACCNT_POSTN,  S_ORG_EXT, S_ORG_BU
DEFAULT COLUMN = ACCNT_FLG,  "Y"
DEFAULT COLUMN = ACTIVE_FLG,  "Y"
DEFAULT COLUMN = BUYING_GROUP_FLG,  "N"
DEFAULT COLUMN = CG_DEDN_AUTH_FLG,  "Y"
DEFAULT COLUMN = CG_SVP_A_LOCK_FLG,  "N"
DEFAULT COLUMN = CG_SVP_LOCK_FLG,  "N"
DEFAULT COLUMN = CG_SVP_SKIP_FLG,  "N"
DEFAULT COLUMN = CL_SITE_FLG,  "N"
DEFAULT COLUMN = DISA_CLEANSE_FLG,  "N"
DEFAULT COLUMN = EVT_LOC_FLG,  "N"
DEFAULT COLUMN = FCST_ORG_FLG,  "N"
DEFAULT COLUMN = FUND_ELIG_FLG,  "N"
DEFAULT COLUMN = INCL_FLG,  "N"
DEFAULT COLUMN = INT_ORG_FLG,  "N"
DEFAULT COLUMN = PLAN_GROUP_FLG,  "N"
DEFAULT COLUMN = PROSPECT_FLG,  "N"
DEFAULT COLUMN = PRTNR_FLG,  "N"
DEFAULT COLUMN = PRTNR_PUBLISH_FLG,  "N"
DEFAULT COLUMN = RPLCD_WTH_CMPT_FLG,  "N"
DEFAULT COLUMN = SKIP_PO_CRDCHK_FLG, "N