1. Implementing Financial Services
  2. Configure File Import and Export

Configure File Import and Export

You must configure file import and export setup for importing and exporting files in Oracle CX Sales for Financial Services.

Note:

You must not be within a sandbox for this action. The user performing the action must use SALES_ADMINISTRATOR and CUSTOM OBJECT ADMINISTRATION roles.

To perform file import and export:

  1. Navigate to Application Composer.

  2. Select Import and Export for the Common Setup.

  3. On the Generate Import and Export Artifacts page, click Generate. If the artifact generation is successful, the following message is displayed: The artifacts required for the importing and exporting of extensible objects were created for all extensions.