Import Your Member Child Objects (Chapter 5) 21D

Import Your Member Promotion Enrollment Data

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

To import member promotion enrollment records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
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 member promotion enrollment 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 and a promotion and import member data before you import member promotion enrollment data, because the member promotion enrollment data typically contain references to programs, promotions, 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 (PUID): If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Promotion Enrollment object, the attribute is PromoMemNumber.
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 Promotion Enrollment object, the attributes are as follows:
- LoyPromoMemId
- 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 promotion enrollment records, required attributes for updating these member promotion enrollment records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member promotion enrollment import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Promotion Enrollment Record	Updating an Existing Loyalty Member Promotion Enrollment Record
PromotionName	The name of the promotion being enrolled.	Text	30	The promotion must exist. The member and the promotion must belong to the same program. The promotion must be active and available for enrollment.	Conditionally Required A value is required if PromotionNumber is empty.	Not required
MemberNumber	The member for whom the Promotion is being enrolled.	Text	30	The member must exist. The member and the promotion must belong to the same program.	Required	Not required
LoyPromoMemId	The unique ID of the member promotion enrollment.	Number	18	None	Not required	Conditionally required A value is required if PromoMemNumber is empty.
EnrollmentStart	The start date for the promotion being enrolled.	TIMESTAMP	Not applicable	The time stamp must be between the start and end of the promotion.	Required	Not required
PromtionNumber	The PUID of the promotion being enrolled.	Text	30	The promotion must exist. The member and the promotion must belong to the same program. The promotion should be active and available for enrollment.	Conditionally Required A value is required if PromotionName is empty.	Not Required
PromoMemNumber	The member promotion enrollment number.	Text	30	None	Not required Oracle Loyalty Cloud will generate one if it isn't provided in the import file.	Conditionally required A value is required if LoyPromoMemId is empty.

You can view the Loyalty Member Promotion Enrollment 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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. The user can enter either PromotionName or PromotionNumber in the sample file.

MemberNumber	EnrollmentStart	PromotionNumber or PromotionName
MEM0000007001	06/09/2019 7:51:09 AM	Loy_Test Redeem
MEM0000003075	06/09/2019 7:51:09AM	PROM0000001002

In the following sample source file, the user enters CardNumber or LoyCardId to identify the card, updating the expiry date of the card in Oracle Loyalty Cloud.

CardNumber	ExpiryDate
CARD0000014007	12/11/2018 12:08:56 PM
MEM0000015002	12/11/2018 15:18:56 PM

In the following sample source file, the user enters the PromoMemNumber or LoyPromoMemId to identify the member promotion enrollment, deleting the enrollment in Oracle Loyalty Cloud by the given PromoMemNumber or LoyPromoMemId.

PromomemNumber or LoyPromoMemId
MP0000009004
300100176639442

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Member Promotion Enrollment from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
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.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Card Data

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

To import member card records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member card 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 and import member data before you import member card data, because the member card data typically contain references to 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 (PUID): If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Card object, the attribute is CardNumber.
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 Card object, the attributes are as follows:
- LoyCardId
- 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 card records, required attributes for updating these member card records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member card import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Card Record	Updating an Existing Loyalty Member Card Record
MemberNumber	The member for whom the member card is created.	Text	30	The member must exist	Required	Not required
LoyCardId	The unique ID of the member card.	Number	18	None	Not required	Conditionally required A value is required if CardNumber is empty.
CardNumber	The member card number.	Text	30	None	Required Oracle Loyalty Cloud will generate a card number if one isn't provided in the import file.	Conditionally required A value is required if LoyCardId is empty.
NameOnCard	The name on the member card.	Text	30	None	Required	Not required
ExpiryDate	The expiration date for the member card.	TIMESTAMP	Not applicable	None	Required	Not required
CardType	The member card type.	Text	30	None	Required	Not required

You can view the Loyalty Member Card 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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.

MemberNumber	ExpryDate	NameOnCard	CardType
MEM00000001	6/23/2019 12:08:56 AM	User Name 1	Platinum
MEM00000002	6/29/2019 12:08:56 AM	User Name 2	Gold

In the following sample source file, the user enters CardNumber or LoyCardId to identify the card, updating the expiry date of the card in Oracle Loyalty Cloud.

CardNumber or LoyCardId	ExpiryDate
CARD0000014007	12/11/2018 12:08:56 PM
MEM0000015002	12/11/2018 15:18:56 PM

In the following sample source file, the user enters the CardNumber or LoyCardId to identify the program, deleting the program in Oracle Application Cloud by the given CardNumber or LoyCardId.

CardNumber or LoyCardId
CARD0000014007
MEM0000015002

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Card from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
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.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Card Data Using Optimized Import

Use this topic to import member card data into Oracle Loyalty Cloud using the optimized import mode. You can use the import functionality to create, update, or delete member card records.

To import member card records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member card 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 import member and member tier data before you import member card data, because the member card data typically contains references to members and member tier. 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Card object, the attribute is CardNumber.

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 card records, required attributes for updating these member card records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member card import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Card Record	Updating an Existing Loyalty Member Card Record
MemberNumber	The member for whom the member card is created.	Text	30	The member must exist.	Required	Not required
CardNumber	The member card number.	Text	30	None	Required Oracle Loyalty Cloud generates a card number if one isn't provided in the import file.	Required
NameOnCard	The name on the member card.	Text	30	None	Required	Not required
ExpiryDate	The expiration date for the member card.	TIMESTAMP	Not applicable	None	Required	Not Required
CardTypeCode	The member card type code.	Text	30	None	Required	Not Required
StatusCode	The member card status code.	Text	30	None	Required	Not required

You can view the Loyalty Member Card 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. You don't need to pass the ActiveFlag and MemTierNum attributes in your import data. The import template displays them as required, however if you don't pass these values, then these attributes are stamped with the default value. The LoyCardId, CardType and CardStatus attributes don't support optimized import, and you should not pass them in the input CSV file, even though they're exposed in the import template.

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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 CardNumber information from a legacy system to identify the member card.

CardNumber	MemberNumber	ExpiryDate	Name	StatusCode	CardTypeCode
CARDNUM100	MEM00000001	6/23/2019 12:08:56 AM	User Name 1	ORA_MEM_CARD_STA_ACTIVE	ORA_MEM_CARD_REG
CARDNUM200	MEM00000002	6/29/2019 12:08:56 AM	User Name 2	ORA_MEM_CARD_STA_ACTIVE	ORA_MEM_CARD_REG

In the following sample source file, the user enters CardNumber to identify the card, updating the expiry date of the card in Oracle Loyalty Cloud.

CardNumber	ExpiryDate
CARDNUM100	12/11/2018 12:08:56 PM
CARDNUM200	12/11/2018 15:18:56 PM

In the following sample source file, the user enters the CardNumber to identify the member card, deleting the card in Oracle Application Cloud by the given CardNumber.

CardNumber
CARDNUM100
CARDNUM200

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Card from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Tier Data Using Optimized Import

Use this topic to import member tier data into Oracle Loyalty Cloud using the optimized mode. You can use the import functionality to create, update, or delete member tier records.

To import member tier records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member tier 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, create tiers in this program, and import member data before you import member tier data. This is because the member tier data typically contain references to members and those tiers. 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 (PUID): If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Tier object, the attribute is MemTierNum.
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 Tier object, the attribute is as follows:
- MemTierId

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 tier records, required attributes for updating these member tier records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member tier import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Tier Record	Updating an Existing Loyalty Member Tier Record
MemberNumber	The member for whom the member tier is created.	Text	30	The member must exist	Required	Not required
MemTierId	The member tier number.	Number	18	None	Not required	Conditionally required. A value is required if MemTierNum is empty.
MemTierNum	The member tier number.	Text	30	None	Required Oracle Loyalty Cloud will generate a tier number if one isn't provided in the import file.	Conditionally required. A value is required if MemTierId is empty.
TierName	The tier name of the member tier record.	Text	30	The tier must exist for the program of the parent member object.	Required	Not required
ActiveFlag	This indicates if this member tier is currently active.	Text	1	None	Required	Not required
StartDate	The start date for the member tier.	TIMESTAMP	Not applicable	None	Required	Not required

You can view the Loyalty Member Tier 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. You should not include the ReasonValue attribute in your import data. The import template displays it as required in the import template, however it's not required, and causes a validation error if you include it in import data.

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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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.

MemberNumbe	MemTierNum	TierName	ActiveFlag	StartDate	EndDate
MemNum50K101	400000000000001	Default tier	N	4/12/20 12:00:00 AM	5/12/20 12:00:00 AM
MemNum50K101	400000000000002	Base	N	5/12/20 12:00:00 AM	6/12/20 12:00:00 AM
MemNum50K101	400000000000003	Silver	Y	6/12/20 12:00:00 AM	6/12/21 12:00:00 AM

In the following sample source file, the user enters MemTierNum or MemTierId to identify the member tier, updating the ActiveFlag field of the MemberTier in Oracle Loyalty Cloud.

MemTierNum or MemTierId	ActiveFlag
400000000000003	N

In the following sample source file, the user enters the MemTierNum or MemTierId to identify the program, deleting the program in Oracle Application Cloud by the given MemTierNum or MemTierId.

MemTierNum or MemTierId
400000000000003

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Member Tier from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the In the MemberTier Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Accrual Item Data Using Optimized Import

Use this topic to import your member accrual item data into Oracle Loyalty using the optimized import mode. You can use the import functionality to create, update, or delete member accrual item records.

To import member accrual item records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member accrual item 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 import promotion, transaction (if needed), pointType and member data before you import member accrual item data. This is because the member accrual item data typically contain references to members, promotions, pointType, and sometimes to transactions when accrual item is assigned through a transaction using qualified promotions. 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 accrual item object, the attribute is AccrualItemNumber.

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 accrual item records, required attributes for updating these member accrual item records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member accrual item import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Accrual Item Record	Updating an Existing Loyalty Member Accrual Item Record
AccrualItemNumber	The member accrual item number. This is the unique identifier for any accrual item record.	Text	30	None	Not required Oracle Loyalty Cloud generates an accrual item number if one isn't provided in the import file.	Required
AccrualedValue	Number of points accrued by the member.	Number	18	None	Required	Not required.
DisplayName	The name of the pointType for which the accrual item is created.	Text	30	The pointType must exist.	Required	Not required.
MemberNumber	The member for whom the member accrual item is created.	Text	30	The member must exist.	Required	Not required
PromotionNumber	The promotion through which the accrualItem is assigned to the member.	Text	30	The promotion must exist.	Required	Not required
TypeCode	The typeCode of the accrual item.	Text	30	None	Required	Not required

You can view the Loyalty Member Accrual Item object along with all its 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.

Note: The Loyalty Accrual Item template doesn't display the AccrualedValue attribute as required, but you should pass this attribute in the input CSV file as a required attribute. The QualifyingFlag, Name, and TransactionNumber attributes are displayed as required in the input template. However, these attributes are optional and you don't require them for the input CSV file. It's not mandatory to pass these attributes in the CSV file and the user can continue to import the AccrualItem attribute without these attributes present in the input CSV file. The LoyAcrlItmId and PointBlkId attributes don't support optimized import, and you should not pass them in the input CSV file.

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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 AccrualItemNumber information from a legacy system to identify and to create the new accrual item record in Oracle Loyalty Cloud.

AccrualItemNumber	AccrualedValue	DisplayName	MemberNumber	PromotionNumber	TypeCode
ACRLITM_NUM001	100	Regular	MEM_NUM2111	PROMO_NUM100	ORA_ACC_ENR_BNS
ACRLITM_NUM0100	200	Premium	MEM_NUM1000	PROMO_NUM200	ORA_ACC_ENR_BNS

In the following sample source file, the user enters the existing AccrualItemNumber to identify the existing accrual item, updating the Promotion of the existing accrual item in Oracle Loyalty Cloud.

AccrualItemNumber	PromotionNumber
ACRLITM_NUM001	PROMO_NUM001
ACRLITM_NUM0100	PROMO_NUM002

In the following sample source file, the user enters the CardNumber or LoyCardId to identify the program, deleting the program in Oracle Application Cloud by the given CardNumber or LoyCardId.

AccrualItemNumber
ACRLITM_NUM001
ACRLITM_NUM0100

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Accrual Item from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In Advance Options, ensure the Enable high-volume import check box is selected, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Voucher Data Using Optimized Import

Use this topic to import your member voucher data into Oracle Loyalty using the optimized import mode. You can use the import functionality to create, update, or delete your member voucher records.

Use this import mode to import a large number of member voucher records for the objects that are supported. When importing the data, select the Enable High-Volume Import option. The optimized import mode is designed to import millions of records in one import job. This mode doesn't trigger any custom logic configured through the application composer.

How to Map Your Member Voucher Source Data to Target Object Attributes

To import your member voucher 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 Importing Member Voucher Data

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, promotion (if needed), transaction (if needed) and import member data before you import member voucher data. This is because the member voucher data typically contains references to members and sometimes references to promotions and transactions, in case a voucher is assigned through a transaction. 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Voucher object, the attribute is VoucherNumber.

Required Attributes and Validations for Member Voucher Data Import

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.

Note: In the following table, Product Number is listed. However, this attribute, when combined with Org ID, produces Product Name or Voucher Type, which appears in the Oracle Loyalty Cloud UI.

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

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Voucher Record	Updating an Existing Loyalty Member Voucher Record
MemberNumber	The member for whom the member voucher is created.	Text	30	The member must exist.	Required	Not required
ProductNumber	The product number for which the voucher is created.	Text	30	The product must exist.	Required.	Not required
VoucherNumber	The member voucher number.	Text	30	None	Required. Oracle Loyalty Cloud generates a voucher number if one isn't provided in the import file.	Required
ExpirationDt	The expiration date for the member voucher.	TIMESTAMP	Not applicable	None	Required	Not required
OrganizationCode	The organization code of the product.	Text	18	The organization code must exist.	Required	Not required

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

Note: The Member Voucher template doesn't display the ProductNumber and OrganizationCode attributes as required. However, you must pass these attributes as required in the input CSV file. The ActivityDate and validFlag attributes don't support optimized import, and you should not pass these attributes in the input CSV file.

Create the Source CSV File for Member Voucher Data

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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 VoucherNumber information from a legacy system to identify the member.

MemberNumber	VoucherNumber	ExpirationDt	ProductNumber	OrganizationCode
MEM_NUM2111	VCHR_NUM001	6/23/2018 12:08:56 AM	PROD_NUM01	V1
MEM_NUM1000	VCHR_NUM100	6/29/2018 12:08:56 AM	PROD_NUM02	V2

In the following sample source file, the user enters an existing VoucherNumber to identify the voucher, updating the expiry date of the voucher in Oracle Loyalty Cloud.

VoucherNumber	ExpirationDt
VCHR_NUM001	12/11/2019 12:08:56 PM
VCHR_NUM100	12/11/2019 15:18:56 PM

In the following sample source file, the user enters the VoucherNumber to identify the voucher, deleting the voucher in Oracle Application Cloud by the given VoucherNumber.

VoucherNumber
VCHR_NUM001
VCHR_NUM100

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Voucher from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In Advanced Options, ensure the Enable high-volume import check box is selected and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Redemption Items Using Optimized Import

Use this topic to import member redemption items into Oracle Loyalty Cloud using the optimized import mode. You can use the import functionality to create, update, or delete member redemption item records.

To import member redemption item records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member redemption item 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 import promotion, transaction (if needed), pointType and member data before you import member redemption item data, because the member redemption item data typically contains references to members, promotions, point types, and sometimes to transactions when redemption item is assigned through a transaction using qualified promotions. 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Redemption Item object, the attribute is RedemptionItemNumber.

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 redemption item records, required attributes for updating these member redemption item records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member redemption item import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Redemption Item Record	Updating an Existing Loyalty Member Redemption Item Record
RedemptionItemNumber	The member redemption item number. This is the unique identifier for any redemption Item record.	Text	30	None	Not required Oracle Loyalty Cloud generates a redemption item number if one isn't provided in the import file.	Required
Value	Number of points redeemed by the member.	Number	18	None	Required	Not required
DisplayName	The name of the point type for which redemption item is created.	Text	30	The point type must exist.	Required	Not required
MemberNumber	The member for whom the member redemption item is created.	Text	30	The member must exist.	Required	Not required

You can view the Loyalty Member Redemption Item 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. The import template displays it as not required, however you need to pass the Value attribute in your import data. The attributes PromotionNumber, AccrualItemNumber and TransactionNumber are displayed as Required in the input template, however these attributes aren't required for the input CSV. The LoyRdmItmId attribute doesn't support optimized import, and you should not pass it in the input CSV file, even though it's exposed in the import template.

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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 RedemptionItemNumber information from a legacy system to identify and to create the new redemption item record in Oracle Loyalty Cloud.

RedemptionItemNumber	Value	DisplayName	MemberNumber
RDMITM_NUM001	100	Regular	MEM_NUM2111
RDMITM_NUM0100	200	Premium	MEM_NUM1000

In the following sample source file, the user enters RedemptionItemNumber to identify the existing redemption item, updating the Promotion of the existing redemption item in Oracle Loyalty Cloud.

RedemptionItemNumber	PromotionNumber
RDMITM_NUM001	PROMO_NUM001
RDMITM_NUM0100	PROMO_NUM002

In the following sample source file, the user enters the RedemptionItemNumber to identify the redemption item, deleting the redemption item in Oracle Application Cloud by the given RedemptionItemNumber.

RedemptionItemNumber
RDMITM_NUM001
RDMITM_NUM0100

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select RedemptionItemNumber from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Attributes Using Optimized Import

Use this topic to import member attributes into Oracle Loyalty Cloud using the optimized import mode. You can use the import functionality to create, update, or delete member attribute records.

To import member attribute records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member 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 import program data, member data, attribute definition data for which member attribute will be imported before you import member attribute data, because the member attribute data typically contains references to member, program and attribute definition using display name of attribute when member attribute record is created through a high volume import. 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.

One option to uniquely identify a member attribute records is to use an alternate key. If you're creating new records, you need to pass valid values to all the attributes which comprises the alternate key. If you update a record for which you have previously provided values to attributes of alternate key, you can use the same key to identify the record. For the Loyalty member attribute object, the alternate key consists of three attributes which are: ProgramNumber, DisplayName, and MemberNumber. You should pass a value to all three attributes of the alternative key to uniquely identify the member attribute record.

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 attribute records, required attributes for updating these member attribute records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member attribute import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Attribute Record	Updating an Existing Loyalty Attribute Record
ProgramNumber	The program number to which member belongs and under which the attribute definition is added.	Text	30	The program must exist.	Required	Required
DisplayName	The display name of the program level attribute or attribute definition.	Text	30	The attribute definition must exist.	Required	Required
MemberNumber	The member for whom the member attribute is created.	Text	30	The member must exist.	Required	Required

You can view the Loyalty Member Attribute 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 the ProgramNumber, DisplayName, and MemberNumber attribute information from a legacy system to identify and to create the new member attribute record in Oracle Loyalty Cloud.

ProgramNumber	DisplayName	MemberNumber	Value
PROG_NUM1	NumberOfTransactions	MEM_NUM2111	1
PROG_NUM2	NumberOfFlights	MEM_NUM1000	2

In the following sample source file, the user enters the existing information for the ProgramNumber, DisplayName and MemberNumber attributes from a legacy system to identify and to create the new member attribute record in Oracle Loyalty Cloud.

ProgramNumber	DisplayName	MemberNumber	Value
ACRLITM_NUM001	NumberOfTransactions	MEM_NUM2111	2
ACRLITM_NUM0100	NumberOfFlights	MEM_NUM1000	3

In the following sample source file, the user enters the ProgramNumber, DisplayName and MemberNumber attributes to identify the member attribute record, deleting the member attribute record in Oracle Application Cloud by the given alternate key.

ProgramNumber	DisplayName	MemberNumber
ACRLITM_NUM001	NumberOfTransactions	MEM_NUM2111

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Member Attribute from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Associations Using Optimized Import

Use this topic to import member associations into Oracle Loyalty Cloud using the optimized import mode. You can use the import functionality to create, update, or delete member association records.

To import member association records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
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 program and import member data of type Company and Individual before you import member association data, because the member association data typically contains references to 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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.

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 Association Record
AssociationStartDate	The member association start date.	TIMESTAMP	Not applicable	None	Not required Oracle Loyalty Cloud uses the system date by default if a date isn't provided in the import file.	Not required
GroupMemberNumber	The member of type Corporate.	Text	30	The Corporate Member must exist.	Required	Not required
MemberNumber	The member of type Individual.	Text	30	The Individual Member must exist.	Required	Not required
AssociationEndDate	The member association end date.	TIMESTAMP	Not applicable	None	Not required	Not required
MemberAssociationPUID	The member association number. This is the PUID for a member association record.	Text	30	None	Not required Oracle Loyalty Cloud generates a member association PUID if one isn't provided in the import file.	Required
MemberAssociationId	The member association ID. This is the unique ID for a member association record.	Number	18	None	Not required	Not 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 MemberAssociationPUID information from a legacy system to identify and to create the new member association record in Oracle Loyalty Cloud.

MemberAssociationPUID	GroupMemberNumber	MemberNumber
MEMASSOC_NUM001	MEM_NUM1000	MEM_NUM2100
MEMASSOC_NUM0100	MEM_NUM1000	MEM_NUM3100

In the following sample source file, the user enters MemberAssociationPUID to identify the existing member association, updating the Association End Date of the existing member association in Oracle Loyalty Cloud.

MemberAssociationPUID	AssociationEndDate
MEMASSOC_NUM001	7/31/2021
MEMASSOC_NUM0100	12/31/2020

In the following sample source file, the user enters the MemberAssociationPUID to identify the member association, deleting the member association in Oracle Application Cloud by the given MemberAssociationPUID.

MemberAssociationPUID
MEMASSOC_NUM001
MEMASSOC_NUM0100

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
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.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Promotion Enrollments Using Optimized Import

Use this topic to import member promotion enrollment into Oracle Loyalty Cloud using the optimized import mode. You can use the import functionality to create, update, or delete member promotion enrollment records.

To import member promotion enrollment records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member promotion enrollment 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, a promotion that qualifies for enrollment, and import member data, before you import member promotion enrollment data. This is because the member promotion enrollment data typically contains references to promotions 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Member Promotion Enrollment object, the attribute is PromoMemNumber.

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 promotion enrollment records, required attributes for updating these member promotion enrollment records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member promotion enrollment import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Promotion Enrollment Record	Updating an Existing Loyalty Member Promotion Enrollment Record
PromoMemNumber	The member promotion enrollment number. This is the PUID for a member promotion enrollment record.	Text	30	None	Not required Oracle Loyalty Cloud generates a member promotion enrollment PUID if one isn't provided in the import file.	Required
PromotionNumber	The promotion number of the promotion that qualifies for enrollment.	Text	30	The promotion must exist.	Required	Not required
MemberNumber	The member number of a member who's enrolled in the promotion.	Text	30	The member must exist.	Required	Not required
EnrollmentStart	The member promotion enrollment start date.	TIMESTAMP	Not applicable	None	Not required Oracle Loyalty Cloud uses the system date by default if one isn't provided in the import file.	Not required
EnrollmentEnd	The member promotion enrollment end date.	TIMESTAMP	Not applicable	None	Not required	Not required
IncentiveChoice	The incentive choice.	Text	30	None	Not required	Not required
EligFlg	This indicates if the member is eligible or enrolled.	Text	1	None	Not required	Not required
OfferNum	The offer number.	Text	30	None	Not required	Not required
PromotionName	The promotion name of the promotion that qualifies for enrollment.	Text	30	None	Not required	Not required
LoyPromomemId	The member promotion enrollment ID. This is the unique ID for a member promotion enrollment record.	Number	18	None	Not required	Not required
MemberId	The member ID of the member who's enrolled in the promotion.	Number	18	None	Not required	Not required

You can view the Loyalty Member Promotion Enrollment object along with all its 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 PromoMemNumber information from a legacy system to identify and to create the new member promotion enrollment record in Oracle Loyalty Cloud.

PromoMemNumber	PromotionNumber	MemberNumber
PROMOMEM_NUM001	PROMO_NUM1000	MEM_NUM1100
PROMOMEM_NUM0100	PROMO_NUM1000	MEM_NUM2100

In the following sample source file, the user enters PromoMemNumber to identify the member promotion enrollment, deleting the member promotion enrollment in Oracle Application Cloud by the given PromoMemNumber.

PromoMemNumber	EnrollmentEnd
PROMOMEM_NUM001	7/31/2020 12:00:00 AM
PROMOMEM_NUM0100	12/31/2020 12:00:00 AM

In the following sample source file, the user enters the PromoMemNumber to identify the member promotion enrollment, deleting the member promotion enrollment in Oracle Application Cloud by the given PromoMemNumber.

PromoMemNumber
PROMOMEM_NUM001
PROMOMEM_NUM001

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Member Promotion Enrollment from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Attribute Transactions (Bucket Transactions) Using Optimized Import

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

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

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your promotion attribute transaction 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 program, promotion, promotion specific attribute and import transaction data before you import promotion attribute transaction data. This is because the promotion attribute transaction typically contains references to promotion attributes and transactions. 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.

One option to uniquely identify promotion attribute transaction records is to use an alternate key. If you're creating new records, you need to pass valid values to all the attributes which contain the alternate key. If you update a record for which you have previously provided values to attributes of alternate key, you can use the same key to identify the record. For the Loyalty promotion attribute transaction object, the alternate key consists of the attributes BucketUid and TxnNum. You should pass a value to all these alternate key attributes to uniquely identify the Loyalty promotion attribute transaction record.

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 loyalty promotion attribute transaction records, prerequisite setup tasks for the attributes, and specific validations, if any, for a Loyalty promotion attribute transaction import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Promotion Attribute Transaction Record	Updating an Existing Loyalty Promotion Attribute Transaction Record
BucketUid	This is the PUID column of the Loyalty bucket entity. This is one of the alternate keys to identify a row in this entity uniquely	Text	30	The bucket must exist.	Required	This isn't supported. This entity doesn't have its own PUID. If you need to correct the data, then you need to delete and re-create the promotion attribute transaction with the correct BucketUid and TxnNum attributes.
TxnNum	This is the PUID column of the Loyalty transaction entity. This is one of the alternate keys to identify a row in this entity uniquely	Text	30	The transaction must exist.	Required	This isn't supported. This entity doesn't have its own PUID. If you need to correct the data, then you need to delete and re-create the promotion attribute transaction with the correct BucketUid and TxnNum attributes.

Attribute

Description

Data Type

Data Length

Prerequisite Setup Task/ Import Validations

Creating a Loyalty Promotion Attribute Transaction Record

Updating an Existing Loyalty Promotion Attribute Transaction Record

BucketUid

This is the PUID column of the Loyalty bucket entity.

This is one of the alternate keys to identify a row in this entity uniquely

Text

30

The bucket must exist.

Required

This isn't supported. This entity doesn't have its own PUID. If you need to correct the data, then you need to delete and re-create the promotion attribute transaction with the correct BucketUid and TxnNum attributes.

TxnNum

This is the PUID column of the Loyalty transaction entity.

This is one of the alternate keys to identify a row in this entity uniquely

Text

30

The transaction must exist.

Required

This isn't supported. This entity doesn't have its own PUID. If you need to correct the data, then you need to delete and re-create the promotion attribute transaction with the correct BucketUid and TxnNum attributes.

You can view the Loyalty promotion attribute transaction object along with all its 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 the BucketUid and TxnNum attribute information from a legacy system to identify and to create the new loyalty promotion attribute transaction record in Oracle Loyalty Cloud.

BucketUid	TxnNum
BUCKET_NUM001	TXN_NUM001
BUCKET_NUM002	TXN_NUM002

In the following sample source file, the user enters the BucketUid and TxnNum attributes to identify the loyalty promotion attribute transaction, which then deletes the loyalty promotion attribute transaction in Oracle Application Cloud by the given alternate key.

BucketUid	TxnNum
BUCKET_NUM001	TXN_NUM001
BUCKET_NUM002	TXN_NUM002

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Promotion Attribute Transaction from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Member Attribute Items Using Optimized Import

Use this topic to import member attribute item data into Oracle Loyalty Cloud using the optimized import mode. You can use the import functionality to create, update, or delete member attribute item records.

To import member attribute item records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your member attribute item 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, when a loyalty member attribute item record is created in an optimized import, it typically contains references to members, programs, attribute definitions using the display name and program number attributes, member attribute or bucket attribute, or both. For this, you need to import the program, member, attribute definition, member attribute data, and bucket attribute data before you import loyalty member attribute item data. Also, before you import 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.

One option to uniquely identify member attribute item records is to use an alternate key. If you're creating new records, you need to pass valid values to all the attributes which comprises the alternate key. If you update a record for which you have previously provided values to attributes of alternate key, you can use the same key to identify the record. For the Loyalty member attribute item object, the alternate key consists of these attributes: ProgramNumber, DisplayName, MemberNumber, TransactionNumber, PromotionNumber, BucketUid, UpdateDate. You should pass a value to all these alternate key attributes to uniquely identify the Loyalty member attribute item record. You only need to pass the BucketUid attribute in the alternate key for any records that are generated through bucket promotions. This attribute should also be empty for records that are generated through normal promotions. You only need to pass the UpdateDate attribute as part of alternate key when you need to identify the record uniquely in the evening that the TransactionNumber attribute is empty for a bucket promotion record.

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 attribute item records, required attributes for updating these member attribute item records, prerequisite setup tasks for the attributes, and specific validations, if any, for a member attribute item import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Member Attribute Item Record	Updating an Existing Loyalty Member Attribute Item Record
ProgramNumber	The program number to which member belongs to and under which attribute definition is added.	Text	30	The program must exist.	Required	Required
DisplayName	The display name of the program level attribute or attribute definition	Text	30	The attribute definition must exist.	Required	Required
MemberNumber	The member for whom the loyalty member attribute item is created.	Text	30	The member must exist.	Required	Required
TransactionNumber	The transaction number through which member or bucket attribute item is created or updated for the input member.	Text	30	The transaction must exist.	Required only for records generated through normal transaction processing. Optional for bucket processing record.	Required only for records generated via normal transaction processing. Optional for bucket processing record.
PromotionNumber	The Promotion Number using which transaction has created/updated the member attribute item.	Text	30	The promotion must exist.	Required	Required
BucketUid	The PUID of the bucket attribute created for the input member.	Text	30	The bucket attribute record must exist for the input member.	Required only for processing a bucket record.	Required only for processing a bucket record.
OperatorCode	The Operator Code using which operation on attribute value is performed.	Text	30	The operator code must be valid.	Required	Not required
UpdateDate	Update date of member attribute item.	Time stamp	Not applicable	The update date must be a valid date.	Required	Required when the TransactionNumber is empty when processing a bucket record.

You can view the Loyalty Attribute Item object along with all its 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 the ProgramNumber, DisplayName, MemberNumber, TransactionNumber, PromotionNumber, and BucketUid attribute information from a legacy system to identify and to create the new loyalty member attribute item record in Oracle Loyalty Cloud.

ProgramNumber	DisplayName	MemberNumber	TransactionNumber	PromotionNumber	BucketUid	OperatorCode	UpdateDate	Value
PROG_NUM1	NumberOfTransactions	MEM_NUM2111	TXN_NUM1111	PROMO_NUM1111	BUC1	SET	10-10-20 10:49	1
PROG_NUM2	NumberOfFlights	MEM_NUM1000	TXN_NUM2222	PROMO_NUM2222	BUC2	ADD	10-11-20 10:49	2

In the following sample source file, the user enters the existing attributes ProgramNumber, DisplayName, MemberNumber, TransactionNumber, PromotionNumber, and BucketUid to identify the existing loyalty member attribute item record, and to update the value of the existing member attribute in Oracle Loyalty Cloud.

ProgramNumber	DisplayName	MemberNumber	TransactionNumber	PromotionNumber	BucketUid	Value
PROG_NUM1	NumberOfTransactions	MEM_NUM2111	TXN_NUM1111	PROMO_NUM1111	BUC1	2
PROG_NUM2	NumberOfFlights	MEM_NUM1000	TXN_NUM2222	PROMO_NUM2222	BUC2	3

In the following sample source file, the user enters the existing attributes ProgramNumber, DisplayName, MemberNumber, PromotionNumber, BucketUid, and UpdateDate to identify the existing loyalty member attribute item record, and to update the value of the existing member attribute in Oracle Loyalty Cloud.

ProgramNumber	DisplayName	MemberNumber	TransactionNumber	PromotionNumber	BucketUid	UpdateDate	Value
PROG_NUM1	NumberOfTransactions	MEM_NUM2111	Not applicable	PROMO_NUM1111	BUC1	10-10-20 10:49	2
PROG_NUM2	NumberOfFlights	MEM_NUM1000	Not applicable	PROMO_NUM2222	BUC2	10-11-20 10:49	3

In the following sample source file, the user enters the attributes ProgramNumber, DisplayName, MemberNumber, TransactionNumber, PromotionNumber, and BucketUid to identify the loyalty member attribute item record, and to delete the loyalty member attribute item record in Oracle Application Cloud using the given alternate key.

ProgramNumber	DisplayName	MemberNumber	TransactionNumber	PromotionNumber	BucketUid
PROG_NUM1	NumberOfTransactions	MEM_NUM2111	TXN_NUM1111	PROMO_NUM1111	BUC1

In the following sample source file, the user enters the attributes ProgramNumber, DisplayName, MemberNumber, PromotionNumber, BucketUid, and UpdateDate to identify the loyalty member attribute item record, and to delete the loyalty member attribute item record in Oracle Application Cloud using the given alternate key.

ProgramNumber	DisplayName	MemberNumber	TransactionNumber	PromotionNumber	BucketUid	UpdateDate
PROG_NUM1	NumberOfTransactions	MEM_NUM2111	Not applicable	PROMO_NUM1111	BUC1	10-10-20 10:49

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Loyalty Attribute Item from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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 Attributes (Buckets) Using Optimized Import

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

To import promotion attribute records, perform the following tasks:

Map your source data to Oracle Loyalty Cloud object attributes.
Create the source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import activity.

How to Map Your Source Data to Target Object Attributes

To import your promotion 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 program, promotion, promotion specific attribute and import member data before you import promotion attribute data, because the promotion attribute typically contain references to promotion and member. 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.

A preferred option to uniquely identify an object record is to use public unique identifiers (PUID). If you're creating new records, then you can provide a user-friendly PUID. These are attributes denoted with the word Number, and are 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 Attribute object, the attribute is BucketUid.

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 attribute item records, required attributes for updating these promotion attribute records, prerequisite setup tasks for the attributes, and specific validations, if any, for a promotion attribute import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Loyalty Promotion Attribute Record	Updating an Existing Loyalty Promotion Attribute Record
LoyBucketId	The unique ID for promotion attribute record.	Number	18	Not applicable	Not required	Not required
BucketUid	This is the PUID column for this entity. This alone should be able to identify a row in this entity uniquely.	Text	30	Not applicable	Not required Oracle Loyalty Cloud generates a promotion attribute PUID if one isn't provided in the import file.	Required
MemNum	The member for whom the member tier is created.	Text	30	The member must exist.	Required	Not required
PromoNum	The promotion for which the promotion specific attributes are defined.	Text	30	The promotion must exist.	Required	Not required
DisplayName	The display name of the promotion specific attribute.	Text	30	The promotion specific attribute must be defined in the promotion under promotion specific attributes.	Required	Required
Value	The value of the promotion specific attribute.	Text	30	Not applicable	Not required	Not required
OrderNum	Not applicable	Text	30	Not applicable	Not required	Not required
ProcessedDt	The processed date of the promotion attribute.	Time stamp	Not applicable	Not applicable.	Not required	Not required
ProcessingComment	The processing comment of the promotion attribute.	Text	1000	Not applicable	Not required	Not required
ProcessingStatCode	The processing status code of the promotion attribute.	Text	30	Not applicable	Not required	Not required
StatusCode	The status code of the promotion attribute.	Text	30	Not applicable	Not required Oracle Loyalty Cloud defaults to the ORA_BUCKET_STATUS_INPROGRESS record if one isn't provided in the import file.	Not required

You can view the Loyalty Promotion Attribute object along with all its 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:

Open Tools, and click Import Management.
Click the Import Objects tab to open the Import Object Details page.
Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.
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 the BucketUid attribute information from a legacy system to identify and to create the new loyalty attribute item record in Oracle Loyalty Cloud.

BucketUid	MemNum	PromoNum	DisplayName	Value
BUCKET_NUM001	MEM_NUM2100	PROMO_NUM1000	NumberOfTransactions	1
BUCKET_NUM001	MEM_NUM2100	PROMO_NUM1000	PointsAssigned	N
BUCKET_NUM001	MEM_NUM2100	PROMO_NUM1000	PointsAssignedDate	1/1/2020 12:00:00 PM
BUCKET_NUM002	MEM_NUM3100	PROMO_NUM2000	NumOfShortFlights	4
BUCKET_NUM003	MEM_NUM4100	PROMO_NUM3000	NumOfLongFlights	2

In the following sample source file, the user enters the existing BucketUid attribute to identify the existing member promotion enrollment, updating the value of the existing loyalty promotion attribute in Oracle Loyalty Cloud.

BucketUid	DisplayName	Value
BUCKET_NUM001	NumberOfTransactions	3
BUCKET_NUM001	PointsAssigned	Y
BUCKET_NUM001	PointsAssignedDate	10/9/2020 11:00:00 PM
BUCKET_NUM002	NumOfShortFlights	6
BUCKET_NUM003	NumOfLongFlights	3

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

BucketUid
BUCKET_NUM001
BUCKET_NUM002
BUCKET_NUM003

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:

Sign in as a setup user.
Open Tools, and click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Promotion Attribute Bucket from the Object drop-down list.
In File Name, browse and upload the required CSV file, and click Next.
In the Create Import Activity: Map Fields page, edit the attribute mappings if required, and click Next.
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:

Sign in as a setup user.
Open Tools, and click Import Management.
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.
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.