1. Import and Export Management for Loyalty
  2. About This Guide

1About This Guide

This chapter contains the following:

Audience and Scope

This guide's intended for anyone who's involved in importing and exporting business data in Oracle Loyalty Cloud, and it discusses both standard and optimized import modes. This guide assumes that your company's Oracle Loyalty Cloud service is up and running at a basic level, as described in the Getting Started with Your Sales Implementation and the Implementing Loyalty guides. If you want to set up and work with the additional features of Oracle Loyalty Cloud, see the Oracle Loyalty Cloud documentation on Oracle Help Center at: https://docs.oracle.com

The following table lists the objects supported by the standard import mechanism:

Display Name Language Independent Code Parent Object

Loyalty Member

LoyaltyMember

Not applicable

Card

LoyaltyCard

LoyaltyMember

Member Promotion Enrollment

MemberPromotionsEnrolled

LoyaltyMember

Loyalty Transaction

Transaction

Not applicable

Loyalty Program

Program

Not applicable

Loyalty Promotion

Promotion

Not applicable

Loyalty Promotion Incentive Choice

PromotionIncentiveChoice

Promotion

Loyalty Promotion Specific Attribute

AttributeDefinition

Promotion

Note: We recommend that you use standard import primarily for incremental data loads, such as day to day scenarios and not for one-time large data migrations. If you want to know more about best practices to help you improve performance in Oracle Loyalty, familiarize yourself with the Understanding Import and Export Management for CX Sales and B2B Service guide, and also Oracle Sales Cloud Optimizing Performance (Document 2420396.2) available on My Oracle Support.

The following table lists the objects supported by the optimized import mechanism:

Display Name Language Independent Code Parent Object

Loyalty Transaction

Transaction

Not applicable

Loyalty Member

LoyaltyMember

Not applicable

Loyalty Member Tier

MemberTier

LoyaltyMember

Card

LoyaltyCard

LoyaltyMember

Voucher

LoyaltyVoucher

LoyaltyMember

Loyalty Accrual Item

AccrualItem

LoyaltyMember

Member Promotion Enrollment

MemberPromotionsEnrolled

LoyaltyMember

Loyalty Member Association

LoyaltyMemberAssociation

LoyaltyMember

Member Attribute Items

LoyaltyAttributeItem

LoyaltyMember

Promotion Attributes (Buckets)

LoyaltyPromotionAttribute

LoyaltyMember

Promotion Attribute Transactions (Bucket Transactions)

LoyaltyPromotionAttributeTransaction

LoyaltyMember

Note: We recommend that you use optimized import primarily for one-time large data migrations, for example if you're migrating data from a legacy system to Oracle Loyalty Cloud.

This guide's a companion document to the Understanding Import and Export Management for CX Sales and B2B Service guide. This guide assumes that you're familiar with the concepts described in that guide, in particular, the concepts described in the following chapters:

  • Functional Overview

  • Getting Started with Import

  • Managing Import Queues

  • Managing Import Mappings

  • Managing Import Objects

  • Generating Diagnostic Logs

  • Importing Custom Objects

  • Importing Your Data

  • Importing Your Data Using External Data Loader Client

  • Export Your Data

Related Topics

Related Guides

You can refer to the following related guides to understand more about the tasks covered in this guide.

Title Description

Understanding Import and Export Management for CX Sales and B2B Service

Describes how to import legacy and other data into Oracle CX Sales and B2B Service using import and export management.

Getting Started with Oracle Cloud

Describes how to subscribe to Oracle Cloud services, add users, assign roles, and access service consoles.

Extending Loyalty

Describes how to create and expand objects and configure the user interfaces and navigation menus.

Implementing Loyalty

Contains conceptual information and procedures required to implement components and features of Oracle Loyalty Cloud.