1. Import and Export Management for Loyalty
  2. Import Data for Other Object Types

6Import Data for Other Object Types

This chapter contains the following:

Import Your Program Data

Use this topic to import program data into Oracle Loyalty Cloud. You can use the import functionality to create, update, or delete program records.

To import program records, perform the following tasks:

  1. Map your source data to Oracle Loyalty Cloud object attributes.

  2. Create the source Comma Separated Values (CSV) file for import.

  3. Create the import activity.

  4. Review the import activity.

Note: It's recommended that you verify your data before you import business data using Oracle Loyalty Cloud. The import process doesn't perform data validation.

How to Map Your Source Data to Target Object Attributes

To import your program data into Oracle Loyalty Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Loyalty Cloud.

You need to do the following before creating the CSV file for data import:

  • Identify how your source data attributes map to the target object attributes in Oracle Loyalty Cloud.

  • Ensure that the prerequisite steps, such as understanding what attributes are required for importing your objects, are complete.

  • Understand your options for uniquely identifying the records.

  • Ensure parent records exist before importing child records.

  • Identify the target object attributes that are required in the CSV file for a successful import.

Before You Start

There are no prerequisite tasks for importing program data.

Select a Unique Identifier for Your Records

To import data into Oracle Loyalty Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Loyalty Cloud.

The preferred options to uniquely identify an object record are as follows:

  • Public unique identifiers: If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the Loyalty Program object, the attribute is ProgramNumber.

  • Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use the internal ID of the record. An Internal ID is typically a system-generated unique identifier attribute with "id" in the attribute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Loyalty Program object, this attribute is LoyProgramId.

Required Attributes and Validations

To import data successfully into Oracle Loyalty Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes.

The following table lists the required attributes for importing new program records, required attributes for updating these program records, prerequisite setup tasks for the attributes, and specific validations, if any, for a program import:

Attribute Description Data Type Data Length Prerequisite Setup Task/ Import Validations Creating a Loyalty Program record Updating an Existing Loyalty Program record

LoyProgramId

The unique ID for the Loyalty Program record.

Number

18

None

Not required

Conditionally required.

A value is required if ProgramNumber is empty.

ProgramNumber

The program number.

Text

30

Not required

Oracle Loyalty Cloud generates a program number if one isn't provided in the import file.

Required

Conditionally required.

A value is required if LoyProgramId is empty.

Name

The name of the loyalty program.

Text

30

None

Required

Not required

ProgramOwner

The owner of the loyalty program.

Text

30

None

Required

Not required

You can view the Loyalty Program object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

The CSV file is provided as input to the data import process. You must populate the CSV file with the data you want to import into Oracle Loyalty Cloud.

You can either create a CSV file on your own or use templates available in pre-existing mappings. To download a template, do the following:

  1. Open Tools, and click Import Management.

  2. Click the Import Objects tab to open the Import Object Details page.

  3. Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.

  4. Save the template CSV file to a location on your desktop.

You must edit the template CSV file and provide valid values for the required attributes. In the following sample source file, the import CSV file inserts a new program with Name and ProgramOwner attributes.

Name ProgramOwner

Program Name 1

Owner 1

Program Name 2

Owner 2

In the following sample source file, the user enters ProgramNumber or LoyProgramId to identify the record, updating the name of the program in Oracle Loyalty Cloud.

ProgramNumber Name

PRG0000000041

Program Name replaced

In the following sample source file, the user enters the ProgramNumber or LoyProgramId to identify the program, deleting the program in Oracle Loyalty Cloud by the given ProgramNumber or LoyProgramId.

ProgramNumber

PRG0000000041

 

Create the Import Activity

To import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV file as an input to the activity.

To create an import activity, do the following:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, click Create Import Activity.

  4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Program from the Object drop-down list.

  5. In File Name, browse and upload the required CSV file, and click Next.

  6. In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.

    Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.

  7. In the Create Import Activity: Review and Submit page, click Submit.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do as follows:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.

  4. Check the Status column for the import activity. The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.

Import Your Promotion Data

Use this topic to import promotion data into Oracle Loyalty Cloud. You can use the import functionality to create, update, or delete promotion records.

To import promotion records, perform the following tasks:

  1. Map your source data to Oracle Loyalty Cloud object attributes.

  2. Create the source Comma Separated Values (CSV) file for import.

  3. Create the import activity.

  4. Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your promotion data into Oracle Loyalty Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Loyalty Cloud.

You need to do the following before creating the CSV file for data import:

  • Identify how your source data attributes map to the target object attributes in Oracle Loyalty Cloud.

  • Ensure that the prerequisite steps, such as understanding what attributes are required for importing your objects, are complete.

  • Understand your options for uniquely identifying the records.

  • Ensure parent records exist before importing child records.

  • Identify the target object attributes that are required in the CSV file for a successful import.

Before You Start

You need to set certain options for some attributes in the application before you can populate them. For example, you need to set up a program because promotion data contains references to programs. Also, when importing a child record, ensure that its parent record exists in the database.

Select a Unique Identifier for Your Records

To import data into Oracle Loyalty Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Loyalty Cloud.

The preferred options to uniquely identify an object record are as follows:

  • Public unique identifiers: If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the Loyalty Promotion object, the attribute is PromotionNumber.

  • Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use the internal ID of the record. An Internal ID is typically a system-generated unique identifier attribute with "id" in the attribute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Loyalty Promotion object, these attributes are as follows:

    • LoyPromoId

    • LoyProgId

    • PartnerId

Required Attributes and Validations

To import data successfully into Oracle Loyalty Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes.

The following table lists the required attributes for importing new promotion records, required attributes for updating these promotion records, prerequisite setup tasks for the attributes, and specific validations, if any, for a promotion import:

Attribute Description Data Type Data Length Prerequisite Setup Task/ Import Validations Creating a Loyalty Promotion record Updating an Existing Loyalty Promotion record

LoyPromoId

The unique ID for the promotion record.

Number

18

None

Not required

Conditionally required.

A value is required if PromotionNumber is empty.

PromotionNumber

The PUID of the promotion from which the promotion record can be uniquely identified.

Text

30

None

Not required

Conditionally required.

A value is required if LoyPromoId is empty.

Name

The name of the promotion.

Text

50

If providing a value, then the value must be unique.

Required

Not required

ProgramNumber

The unique ID for the program.

Text

30

The program must exist.

Required

Not required

TypeCode

The promotion type code name.

The accepted values are ORA_TXN_ACC, ORA_TXN_RED, and so on.

Text

30

If providing a value, then the value must be a valid, enabled lookup code for lookup type ORA_LOY_TXN_TYPE.

Required

Not required

SubTypeCode

The promotion subtype name.

This attribute is dependent on the TypeCodeName attribute. The accepted values are:

A. If Accrual - ORA_ACC_MCR, ORA_ACC_PROD, and so on.

B. If Redemption - ORA_RED_PROD, ORA_RED_MDT, and so on.

Text

30

If providing a value, then the value must be a valid, enabled lookup code for lookup type ORA_LOY_ACCRL_TXN_SUB_TYPE or ORA_LOY_REDEM_TXN_SUB_TYPE.

Required

Not required

You can view the Loyalty Promotion object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

The CSV file is provided as input to the data import process. You must populate the CSV file with the data you want to import into Oracle Loyalty Cloud.

You can either create a CSV file on your own or use templates available in pre-existing mappings. To download a template, do the following:

  1. Open Tools, and click Import Management.

  2. Click the Import Objects tab to open the Import Object Details page.

  3. Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.

  4. Save the template CSV file to a location on your desktop.

You must edit the template CSV file and provide valid values for the required attributes. In the following sample source file, the import CSV file uses Name (promotion name) and ProgramNumber information from a legacy system to identify the promotion and program. A value is provided for TypeCode and SubTypeCode to identify the type of promotion being created.

Name ProgramNumber TypeCode SubTypeCode

SLPromoImport1

PRG0000033020

ORA_TXN_ACC

ORA_ACC_PROD

SLPromoImport2

PRG0000033020

ORA_TXN_RED

ORA_RED_PROD

In the following sample source file, the user enters PromotionNumber to identify the promotion record, updating the name of the promotion in Oracle Loyalty Cloud.

PromotionNumber Name

PROM0000003001

LDemo_Create_Update1

PROM0000003002

LDemo_Create_Update2

In the following sample source file, the user enters the PromotionNumber to identify the promotion, deleting the promotion in Oracle Loyalty Cloud by the given PromotionNumber.

Note:

  • You can only delete a promotion if the promotion is in Inactive status.

  • Deletion of tier promotions isn't allowed from an import.

PromotionNumber

PROM0000003001

 

PROM0000003002

Create the Import Activity

To import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV file as an input to the activity.

To create an import activity, do the following:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, click Create Import Activity.

  4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Promotion from the Object drop-down list.

  5. In File Name, browse and upload the required CSV file, and click Next.

  6. In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.

    Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.

  7. In the Create Import Activity: Review and Submit page, click Submit.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do as follows:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.

  4. Check the Status column for the import activity. The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.

Import Your Promotion Incentive Choice Data

Use this topic to import promotion incentive choice data into Oracle Loyalty Cloud. You can use the import functionality to create, update, or delete promotion incentive choice records.

To import promotion incentive choice records, perform the following tasks:

  1. Map your source data to Oracle Loyalty Cloud object attributes.

  2. Create the source Comma Separated Values (CSV) file for import.

  3. Create the import activity.

  4. Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your promotion incentive choice data into Oracle Loyalty Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Loyalty Cloud.

You need to do the following before creating the CSV file for data import:

  • Identify how your source data attributes map to the target object attributes in Oracle Loyalty Cloud.

  • Ensure that the prerequisite steps, such as understanding what attributes are required for importing your objects, are complete.

  • Understand your options for uniquely identifying the records.

  • Ensure parent records exist before importing child records.

  • Identify the target object attributes that are required in the CSV file for a successful import.

Before You Start

You need to set certain options for some attributes in the application before you can populate them. For example, you need to set up a promotion because a promotion incentive choice is a child of a promotion. Also, when importing a child record, ensure that its parent record exists in the database.

Select a Unique Identifier for Your Records

To import data into Oracle Loyalty Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Loyalty Cloud.

The preferred options to uniquely identify an object record are as follows:

  • Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use the internal ID of the record. An Internal ID is typically a system-generated unique identifier attribute with "id" in the attribute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Loyalty Promotion Incentive Choice object, these attributes are as follows:

    • LoyIncentiveChoiceId

    • PromotionId

Required Attributes and Validations

To import data successfully into Oracle Loyalty Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes.

The following table lists the required attributes for importing new promotion incentive choice records, required attributes for updating these promotion incentive choice records, prerequisite setup tasks for the attributes, and specific validations, if any, for a promotion incentive choice import:

Attribute Description Data Type Data Length Prerequisite Setup Task/ Import Validations Creating a Loyalty Incentive Choice record Updating an Existing Loyalty Incentive Choice record

LoyIncentiveChoiceId

The unique ID for the incentive choice record.

Number

18

None

Not required

Required

PromotionNumber

The promotion for which the incentive choice is created.

String

30

The promotion must exist and be available for enrollment.

Required

Not required

IncentiveChoice

The name of the incentive choice.

String

50

The incentive choice value must be unique.

Required

Not required

DefaultFlag

The default indicator.

String

1

If the incentive choice being created is the first incentive choice record for the promotion, then set the default indicator to 'Y'.

Not required

Not required

You can view the Loyalty Promotion object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

The CSV file is provided as input to the data import process. You must populate the CSV file with the data you want to import into Oracle Loyalty Cloud.

You can either create a CSV file on your own or use templates available in pre-existing mappings. To download a template, do the following:

  1. Open Tools, and click Import Management.

  2. Click the Import Objects tab to open the Import Object Details page.

  3. Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.

  4. Save the template CSV file to a location on your desktop.

You must edit the template CSV file and provide valid values for the required attributes. In the following sample source file, the import CSV file uses PromotionNumber information from legacy system to identify the Loyalty Promotion for which an incentive choice will be created. A value is provided for IncentiveChoice to uniquely identify the Promotion Incentive Choice record.

PromotionNumber IncentiveChoice DescriptionText

PROM0000003001

ICTest1

My first IC record

PROM0000003001

ICTest2

My second IC record

PROM0000003001

Text1

My text

In the following sample source file, the user enters LoyIncentiveChoiceId to identify the Promotion Incentive Choice, updating the default value of the promotion incentive choice in Oracle Loyalty Cloud.

Note: You can only update the Promotion Incentive Choice, if the promotion is in Inactive status.
LoyIncentiveChoiceId DescriptionText

300100180801400

First IC record

300100180801401

Second IC record

In the following sample source file, the user enters the LoyIncentiveChoiceId to identify the promotion incentive choice, deleting the promotion incentive choice in Oracle Loyalty Cloud by the given LoyIncentiveChoiceId.

LoyIncentiveChoiceId

300100180801400

 

300100180801401

Create the Import Activity

To import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV file as an input to the activity.

To create an import activity, do the following:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, click Create Import Activity.

  4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Promotion Specific Attribute from the Object drop-down list.

  5. In File Name, browse and upload the required CSV file, and click Next.

  6. In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.

    Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.

  7. In the Create Import Activity: Review and Submit page, click Submit.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do as follows:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.

  4. Check the Status column for the import activity. The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.

Import Your Promotion Specific Attribute Data

Use this topic to import promotion specific attribute data into Oracle Loyalty Cloud. You can use the import functionality to create, update, or delete promotion specific attribute records.

To import promotion specific attribute records, perform the following tasks:

  1. Map your source data to Oracle Loyalty Cloud object attributes.

  2. Create the source Comma Separated Values (CSV) file for import.

  3. Create the import activity.

  4. Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your promotion specific attribute data into Oracle Loyalty Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Loyalty Cloud.

You need to do the following before creating the CSV file for data import:

  • Identify how your source data attributes map to the target object attributes in Oracle Loyalty Cloud.

  • Ensure that the prerequisite steps, such as understanding what attributes are required for importing your objects, are complete.

  • Understand your options for uniquely identifying the records.

  • Ensure parent records exist before importing child records.

  • Identify the target object attributes that are required in the CSV file for a successful import.

Before You Start

You need to set certain options for some attributes in the application before you can populate them. For example, you need to set up a promotion because a promotion specific attribute is a child of a promotion object. Also, when importing a child record, ensure that its parent record exists in the database.

Select a Unique Identifier for Your Records

To import data into Oracle Loyalty Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Loyalty Cloud.

The preferred options to uniquely identify an object record are as follows:

  • Public unique identifiers: If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the Loyalty Promotion Specific Attribute object, the attribute is Name.

  • Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use the internal ID of the record. An Internal ID is typically a system-generated unique identifier attribute with "id" in the attribute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Loyalty Promotion Specific Attribute object, these attributes are as follows:

    • LoyAttrdefnBId

    • PromotionId

Required Attributes and Validations

To import data successfully into Oracle Loyalty Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes.

The following table lists the required attributes for importing new promotion specific attribute records, required attributes for updating these promotion specific attribute records, prerequisite setup tasks for the attributes, and specific validations, if any, for a promotion specific attribute import:

Attribute Description Data Type Data Length Prerequisite Setup Task/ Import Validations Creating a Loyalty Promotion Specific Attribute record Updating an Existing Loyalty Promotion Specific Attribute record

LoyAttrdefnBId

The unique ID for the Loyalty Promotion Specific Attribute record.

Number

18

None

Not required

Required

InternalName

The internal name of the promotion attribute.

Text

75

The internal name value entered should be unique.

Possible values for the internal name attribute are:

  • Text 1 to 10

  • Date 1 to 10

  • Number 1 to 10

Required

Not required

DisplayName

The name of the promotion specific attribute.

Text

30

The display name entered must be unique.

Required

Not required

PromotionNumber

The unique ID for the promotion.

Text

30

The promotion must exist.

Required

Not required

DefaultValue

The default value of the promotion specific attribute.

Text

75

The default value, if provided, is dependent on the InternalName attribute.

Not required

Not required

You can view the Loyalty Promotion Specific Attribute objects in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

The CSV file is provided as input to the data import process. You must populate the CSV file with the data you want to import into Oracle Loyalty Cloud.

You can either create a CSV file on your own or use templates available in pre-existing mappings. To download a template, do the following:

  1. Open Tools, and click Import Management.

  2. Click the Import Objects tab to open the Import Object Details page.

  3. Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.

  4. Save the template CSV file to a location on your desktop.

You must edit the template CSV file and provide valid values for the required attributes. In the following sample source file, the import CSV file uses PromotionNumber information from a legacy system to identify the promotion.

PromotionNunber InternalName DisplayName DefaultValue

PROM0000003001

Number1

N1

1234

PROM0000003001

Date1

DT2

30-07-2019 04:25:55 AM

PROM0000003001

Text1

TXT1

TestRecord

In the following sample source file, the user enters LoyAttrdefnBId to identify the promotion specific attribute record, updating the default value of the promotion specific attribute in Oracle Loyalty Cloud.

Note: You can only update the promotion specific attribute if the promotion and promotion specific attribute are in Inactive status.
LoyAttrdefnBId DefaultValue

300100178776416

23456

300100179259521

Test Record 1

In the following sample source file, the user enters the LoyAttrdefnBId to identify the promotion specific attribute, deleting the promotion specific attribute in Oracle Loyalty Cloud by the given LoyAttrdefnBId.

Note: You can only delete a promotion specific attribute if the promotion specific attribute and its parent promotion are in Inactive status.
LoyAttrdefnBId

300100178776416

 

300100179259521

Create the Import Activity

To import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV file as an input to the activity.

To create an import activity, do the following:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, click Create Import Activity.

  4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Promotion Specific Attribute from the Object drop-down list.

  5. In File Name, browse and upload the required CSV file, and click Next.

  6. In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.

    Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.

  7. In the Create Import Activity: Review and Submit page, click Submit.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do as follows:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.

  4. Check the Status column for the import activity.

    The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.

Import Your Promotion Rules Data

Use this topic to import promotion rules data into Oracle Loyalty Cloud or export them from Oracle Loyalty Cloud.

General Prerequisites for Exporting or Importing Promotion Rules

Before you begin exporting or importing promotion rules, make sure that all the setup data required for creating a promotion rule is available and activated. The following is the list of objects used in the rules criteria and action:

  • Promotion objects:

    • Promotion header object

    • Promotion specific attributes

    • Incentive choices

  • Program objects:

    • Program level attributes:

      • Member dynamic attributes

      • Member field attributes

      • Transaction attributes

      • Calendar attributes

      • Point total attributes

      • Point type attributes

      • Member tier attributes

    • Point types

    • Point subtypes

    • Tiers

    • Event driven rewards

  • Other objects:

    • Members (individual and company)

    • Vouchers

  • External objects:

    • Products

    • Static Lists (FND_LOOKUP)

    • Partners

Prerequisites for Exporting Promotion Rules

When a promotion satisfies the following criteria, you can export the defined rules can be exported to a downloadable file by clicking the Rules Export menu item regardless of whether the promotion is active or not:

  • The promotion must have a minimum of one rule.

  • The promotion rules must be complete, in other words, both the IF and DO blocks must be defined.

  • The promotion rules must be valid at the time of the export. If there are any errors or warnings for any of the rules, then the rules of a promotion can't be exported. You can verify the validity of the rules in the Rules At a Glance tab or by looking into rules through the Manage Rules functionality.

Export the Promotion Rules

To export your promotion rules, complete the following steps:

  1. Sign in as a setup user.

  2. Open Promotions, and then the desired promotion.

    The Edit Promotion window opens.

  3. Click the Actions menu, and then Rules Export.

    After clicking Rules Export menu item, a downloadable file is available for you to save. This file contains the necessary contents, such as attributes, object mapping information, and serialized promotion rules dictionary, to import rules into another promotion.

    The default file name is <Promotion Name>, and type of file is XML. If there are any errors or warnings for the rules, an appropriate error message is displayed.

  4. Save the file.

    Note: Ensure users don't modify this file.

  5. If you receive Rules Export errors, the following is sample corrective action to fix certain errors:

    • Sample Error Message: The promotion rules for the promotion {PROMO_NAME} couldn't be exported due to errors. Fix them and try exporting the rules again.

      Make sure there are no warnings or errors in the rules. You can view them by clicking Navigator, Promotion, PromotionEdit, Promotion Rules at a Glance tab, and then the Manage Rules view.

    • Sample Error Message: There are no rules defined for this promotion.

      This error appears when the promotion doesn't have any rules defined. At least one complete valid rule is required to export rules. User must define a rule.

Prerequisites for Importing Promotion Rules

An import of promotion rules imports all the rules in the case of a successful import, but imports none if any import validations fail.

For newly created promotions, the rules import adds all rules to the promotions.

For existing promotions with rules, the rules import overwrites the existing rules with the imported rules.

The following are the prerequisites for promotion rules import:

  • The uploaded import XML file containing promotion rules must be valid.

  • The promotion must be in Inactive status. If the promotion is active, the Rules Import menu item is disabled.

  • All setup data used in the exported promotion must be available and active as needed in this promotion as well, where the rules are being imported.

    • For attributes, Name, data-type and category (Transaction, Point Total, Calendar, and so on) used in the source promotion rule must match with that of the target promotion.

    • For objects like Point type, Point subtype, Tiers, and so on, the promotion name must match between the source and target promotion.

  • The type and subtype of the two promotions must match.

  • The kind of promotion must match, for example, Enrollment Required Promotion, Tier Promotion, Base Promotion and Normal Promotion.

Note: Names are case-sensitive and must match exactly between the two promotions for a successful rules import.

Import the Promotion Rules

To import your promotion rules, complete the following steps:

  1. Sign in as a setup user.

  2. Open Promotions, and then the desired promotion.

    The Edit Promotion window opens.

  3. Click the Actions menu, and then Rules Import.

  4. In the file browser dialog that opens, browse and select the XML file containing the rules, and click OK to upload the file.

  5. After uploading exported file, click OK to import the rules.

    If all validations are successful, all the rules are imported and the following message is displayed: You have imported all rules to the promotion.

  6. If you receive a Rules Import error message, click the Download link in the message and download the <PromotionName>Import.xml file.

    This file contains all the errors for the import process. You can find these errors inside the RulesImportErrorSummary tag of the file. After fixing the errors listed in the downloaded file, you can attempt to import rules again. See the following topic on actions to correct sample errors.

Corrective Actions to Fix Rule Import Errors

The following are actions to take for sample error messages:

Sample Error Message Corrective Actions

The member dynamic attribute with name Member Preferred Program is either inactive or undefined.

Check whether an attribute named Member Preferred Program is available and in active status by navigating to Program, Program Level Attributes, and then Member Dynamic Attributes.

  • If the attribute isn't available under this attribute category, then create a new Member Preferred Program attribute with the same data type as that of exported promotion, and activate the promotion. In case you don't have the source program, you can look for the data type inside the exported XML.

  • If the attribute exists and is in inactive status, simply activate it.

  • If the attribute exists and is in active status and you receive this error message, check the Name value and make sure it matches the name in ErrorMessage. Name is case sensitive field.

    The category of the attribute can be identified from the error message. The category can be one of the following:

    • Member Dynamic Attribute

    • Transaction Attribute

    • Member Field Attribute

    • Member Tier Attribute

    • Calendar Attribute

    • Point Totals Attribute

    • Promotion Specific Attribute

    The expected name of the attribute is available in the error message followed by the "with name" text. For example, The transaction attribute with name TRANS_ATTR_NAME is either inactive or undefined.

The member field attribute with the point type name Regular is either inactive or undefined.

  • If the category is Member Field Attribute, and if the error message mentions the point type, then check whether a Point Type with the given name exists and is in active status by navigating to Program, then Point Types.

  • If the category isn't Member Filed Attribute, then create a new point type and activate it.

The promotion type and subtype don't match the uploaded file's promotion type and subtype.

  1. Check for the type and subtype of the promotion from where rules are being imported to that of the source promotion to where the rules were exported.

    If the rules were exported from a promotion of type Accrual and subtype Product, then only import rules into a promotion of type Accrual and subtype Product.

  2. Change the type and subtype to match in order to import the rules.

  3. Importing Tier kind promotion rules into a normal promotion isn't supported.

You must change the data type of point totals attribute YearTotals to data type String. This type must match the promotion rules you're importing.

  1. Identify the category of the attribute mentioned in error message which in this example is Point Totals Attribute.

  2. Identify the name of attribute mentioned in error message which in this example is YearTotals.

  3. Navigate to Program, then Program Level Attributes, and then in the Point Totals Attribute section, locate the YearTotals attribute.

  4. If attribute data type isn't String, ensure the data type is string and try importing rules again, do one of the following:

    • Create a new attribute with the same name: Delete the existing attribute after inactivating it, create a new attribute with the expected data type, and then activate it.

    • Update the existing attribute: Inactivate the attribute, update the data type to the expected data type, and then activate it.

You can't import enrollment required rules to the promotion with name HighMiles. This isn't an enrollment required promotion.

You can only use the enrollment attribute {ENROLL_ATTR_NAME} in an enrollment required promotion.

This error message appears if you attempt to import rules of an enrollment required promotion into a normal promotion. If possible, you must prevent doing such an import. The kind of promotion between the source and target promotion must match.

If you pursue this type of import, then change the promotion to an enrollment required promotion by checking the Enrollment Required check box by navigating to Loyalty, Promotion, and then Promotion Edit.

The rules can't be imported because the promotion with name {PROMO_NAME} isn't a base promotion.

You're attempting to import base promotion rules into an unsupported promotion (Tier, Enrollment Required, Normal). Base promotion rules can be imported only to another base promotion.

The point type with name Regular wasn't found.

During an import, objects are mapped internally between a source promotion or program to the target promotion or program. They're mapped using the unique identifier, Name. For example, if a point type named Regular is used in the Assign Points action when importing rules into another promotion, a point type named Regular must exist in the target promotion. Otherwise, the import throws this sample error. A similar error can be found for the objects which are mapped as part of the import flow.

The following objects are mapped as part of an import (you can navigate to these objects by clicking Navigator, Loyalty, Program, Program Edit, and then the object type):

  • Point Type. The point type must be available and in active state with the given point type name. If it isn't, then create a new point type with the given name and activate it.

  • Point Subtype. The point subtype with the given name must be available. If it isn't, then create a new point subtype with the given name.

  • Tier. The tier with the given name must exist under the default tier class. If it doesn't, then create a new tier with the given name. If the tier class isn't active, then activate it with the appropriate tier class model.

  • Event. The event driven reward must be active with the given event name. If it isn't, then create a new event with the given name and activate it.

  • Incentive Choice. The incentive choice with the given name must be available. If it isn't, then create a new incentive choice with the given name.

The following objects aren't mapped as part of an import:

  • Partners

  • Voucher Number

  • Voucher Type

  • All Members

  • Company Members

  • Member

  • Products

  • Static List

If these unmapped objects are used in the exported rules, then they wouldn't be validated and mapped in the target promotion during import flow. After the import, a warning is displayed for these objects usage in the Rules UI (Manage Rules, Promotion Rules at a Glance) and you must fix them manually before activating them. For static lists, ensure they're available in both the source and target environments, or else fix the rule manually.

You must provide a valid action for this promotion. The promotion action with name {ACTION_NAME} is invalid.

Ensure that the type and subtype of the source and target promotions are one and the same. This error message appears if you attempt to import rules which have an action that isn't appropriate for target promotion type and subtype combinations.

For example, a Cancel Voucher action isn't applicable for a promotion type of Accrual and subtype of Product. Cancel actions are applicable only for the Cancellation promotion subtype.

Import Your Member Association Data

Use this topic to import member association data into Oracle Loyalty Cloud. You can use the import functionality to create and update member association records.

To import member association records, perform the following tasks:

  1. Map your source data to Oracle Loyalty Cloud object attributes.

  2. Create the source Comma Separated Values (CSV) file for import.

  3. Create the import activity.

  4. Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member association data into Oracle Loyalty Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Loyalty Cloud.

You need to do the following before creating the CSV file for data import:

  • Identify how your source data attributes map to the target object attributes in Oracle Loyalty Cloud.

  • Ensure that the prerequisite steps, such as understanding what attributes are required for importing your objects, are complete.

  • Understand your options for uniquely identifying the records.

  • Ensure parent records exist before importing child records.

  • Identify the target object attributes that are required in the CSV file for a successful import.

Before You Start

You need to set certain options for some attributes in the application before you can populate them. For example, you need to set up a loyalty program and import member data first before you import member association data, because member association data references loyalty programs and members. Also, when importing a child record, ensure that its parent record exists in the database.

Select a Unique Identifier for Your Records

To import data into Oracle Loyalty Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Loyalty Cloud.

The preferred options to uniquely identify an object record are as follows:

  • Public unique identifiers: If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the Loyalty Member Association object, the attribute is MemberAssociationPUID.

  • Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use the internal ID of the record. An Internal ID is typically a system-generated unique identifier attribute with "id" in the attribute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Loyalty Member Association object, these attributes are as follows:

    • GroupMemberId

    • MemberId

Required Attributes and Validations

To import data successfully into Oracle Loyalty Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes.

The following table lists the required attributes for importing new member association records, required attributes for updating these member association records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member association import:

Attribute Description Data Type Data Length Prerequisite Setup Task/ Import Validations Creating a Loyalty Member Association record Updating an Existing Loyalty Member Association record

AssociationEndDate

The date when the association between the company or host member and the individual member ends.

TIMESTAMP

Not applicable

None

Optional

Optional

AssociationStartDate

The date when the association between the company member and individual member begins.

TIMESTAMP

Not applicable

Start date must not duplicate the end date.

Required

Required

GroupMemberNumber

The PUID of the group (company or household) member.

Text

30

The company or household member must exist.

Required

Required

MemberAssociationId

Primary key

Text

30

None

Not required

Required

MemberAssociationPUID

The PUID of the member association.

Text

30

None

Not required.

Oracle Loyalty Cloud will generate the PUID if it isn't provided in the import file.

Not required

MemberAssociationType

The value is from the group member type code, which represents the association type.

Text

30

None

Not required

Not required

MemberNumber

The PUID of the individual member.

Text

30

The individual member must exist.

Required

Required

You can view the Loyalty Member Association object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Create the Source CSV File

The CSV file is provided as input to the data import process. You must populate the CSV file with the data you want to import into Oracle Loyalty Cloud.

You can either create a CSV file on your own or use templates available in pre-existing mappings. To download a template, do the following:

  1. Open Tools, and click Import Management.

  2. Click the Import Objects tab to open the Import Object Details page.

  3. Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.

  4. Save the template CSV file to a location on your desktop.

You must edit the template CSV file and provide valid values for the required attributes. In the following sample source file, the import CSV file uses MemberNumber information from a legacy system to identify the member.

AssociationEndDate MemberName AssociationStartDate GroupMemberNumber

9/1/2021

MEM0000040001

3/1/2019

MEM0000040002

9/1/2030

MEM0000040001

4/1/2019

MEM0000040002

In the following sample source file, the user enters MemberAssociationId to identify the member association record, updating the value of the AssociationEndDate or AssociationStartDate attribute of the member association in Oracle Loyalty Cloud.

AssociationEndDate MemberName AssociationStartDate GroupMemberNumber

9/1/2031

MEM0000040001

3/1/2019

MEM0000040002

9/1/2030

MEM0000040001

14/1/2019

MEM0000040002

Create the Import Activity

To import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV file as an input to the activity.

To create an import activity, do the following:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, click Create Import Activity.

  4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Member Association from the Object drop-down list.

  5. In File Name, browse and upload the required CSV file, and click Next.

  6. In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.

    Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.

  7. In the Create Import Activity: Review and Submit page, click Submit.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do the following:

  1. Sign in as a setup user.

  2. Open Tools, and click Import Management.

  3. On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.

  4. Check the Status column for the import activity.

    The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.