Guidelines for Uploading Customer Data Using a Simplified Spreadsheet

Use the Upload Customers from Spreadsheet process to upload customer data using the simplified Customer Import FBDI (File-Based Data Import) template.

The single upload process performs all the operations of generating a batch, transferring the customer data in the spreadsheet template to the interface tables, and importing the data from the interface tables into Oracle Applications.

Download the simplified Customer Import FBDI template and prepare your customer data. The template contains an instruction sheet and sample data to help guide you through the process of entering your customer information: Customers, Contacts, Reference Accounts, Customer Bank Accounts.

Note: You can also use the Customer Import process to download a Customer Import FBDI template, available from the FBDI Customer Data Model, to prepare and upload customer data into Receivables and the Trading Community Model registry.

Set Up Related Customer Information

Set up the business objects you need in advance of the customer data upload.

This can include:

• Account address sets: Set up the reference sets you need for your customer account sites.

• Customer profile classes: Set up one or more profile classes for your customer records.

• Reference accounts: Set up general ledger accounts that you intend to use as reference accounts for customers.

• Customer bank accounts: Set up banks and bank account information.

• Tax information: Set up tax registration numbers and tax rate codes using Oracle Tax.

• Descriptive flexfields.

Enter Data in the Spreadsheet Columns

Enter data in the designated columns in each of the four worksheets: Customers, Contacts, Reference Accounts, Customer Bank Accounts.

These rules apply to entering data in columns:

• Column labels with an asterisk (*) denote required columns.

• Use the Show Extensible Attributes and Hide Extensible Attributes buttons to show or hide additional columns.

• Don't move or delete existing columns, and don't insert new columns.

• Enter data in the correct format. In most cases, the columns will format the data that you enter according to the requirements of the upload.

• To remove existing values from specific fields in an existing customer profile, enter the exclamation point character (!) in the corresponding column.

• Each customer must have a unique combination of these values:

  • Customer number.

  • Customer account number.

  • Customer site number.

• Each customer contact must have a unique person number.