Step 1: Importing and Loading Chart of Account Data in Oracle Financials Cloud

1. In Oracle Financials Cloud, click , and then under Tools, select File Import and Export.
   
   
2. From the Account drop down menu, select fin/generalLedger/import, and then click Search.
   
   
3. Click the name of the export file from Oracle Enterprise Data Management Cloud to download the CSV files.
   
   
4. Open and verify the contents of each CSV file to ensure that the correct data will be loaded.
   
   
5. In Oracle Financials Cloud, click , and then under Tools, select Scheduled Processes.
   
   
6. Click Schedule New Process.
   
   
7. Click the down arrow to the right of the Name field, and then click Search.
   
   
8. Type load in the Name field, click Search, and then select Load Interface File for Import and click OK.
   
   
9. Click OK.
   
   
10. In Process Details, click the down arrow next to Import Process, and then click Search.
    
    
11. In Import Process, type Import Segment and then click Search.
    
    
12. Select Import Segment Values and Hierarchies, and then click OK.
    
    
13. Click the down arrow next to Data File, and then select EDMCS_Corporate_Account_Export_031819.zip.
    
    
14. Click Submit.
    
    
15. Click OK on the confirmation dialog box.
    
    
16. On the Overview screen, click to refresh the scheduled processes.
    
    
17. Verify that all scheduled processes for the import completed successfully. There are six processes in total:
    • Load Interface File for Import
    • Transfer File
    • Load File to Interface
    • Load File to Interface
    • General Ledger Segment Values and Hierarchies Import Process Launcher
    • Import Segment Values and Hierarchies