File Import Templates

The File Based Data Import guides in the Oracle Help Center (http://docs.oracle.com) include integration templates to help you prepare external data for loading and importing.

Each template includes table-specific instructions, guidelines, formatted spreadsheets, and best practices for preparing the data file for upload. Use the templates to ensure that your data conforms to the structure and format of the target application tables.

Preparing external data using templates involve the following tasks:

• Downloading templates

• Preparing data using the XLS template

Downloading Templates

To download the templates:

1. Open the File Based Data Import guide for your cloud service.

2. Locate the import process.

3. View the list of files.

   • Control files describe the logical flow of the data load process.

   • XLSM templates include the worksheets and macros for structuring, formatting, and generating your data file.

4. Click the template link in the File Links table to download the file. For example, click JournalImportTemplate.xlsm in the Journal Import topic.

Preparing Data Using the XLS Template

To prepare your data in a spreadsheet format:

1. Open the XLS template. The first worksheet in each file provides instructions for using the template.

   Note:

   If you don't follow the instructions, you get data load errors and data import failures.

2. Save the file.

3. Click the Generate CSV File button.

   The macro generates a comma-separated values (CSV) file and compresses the file into a ZIP file. You must transfer the ZIP file to the content management server.