Recommended Import Order

To correctly establish the relationships between dependent data elements, the data should be imported in the following recommended order. In general, reference data such as therapeutic classes, competitive metrics, and competitive issues should be imported first, followed by employee and product data (internal products, external products, and medical specialties), followed by contacts data. Syndicated data should be loaded last.

The following list shows the recommended import order for all data types specific to Siebel Life Sciences:

1. Reference data (therapeutic classes, competitive metrics, and so on)

2. Employees

3. Notifications

4. Products (both internal and external)

5. Leads

6. Medical specialties

7. Insurance plans

8. Accounts

9. Opportunities

10. Formularies

11. Contacts

12. Contact ratings and rankings

13. Quotes

14. Documents

15. Proposal templates

16. Forecasts

17. Fulfillment data

18. Call lists

19. Objectives

20. Marketing campaigns

21. Product consumption

22. Service requests

23. Product defects

24. Activities and appointments

25. Notes

26. File attachments

27. Syndicated data