Creating imports

Important: Oracle Sales was formerly known as Oracle Sales Cloud. All instances of Oracle Sales Cloud have been changed to Oracle Sales across the app user interface.

Note: This page outlines how to manually create imports in the Oracle CX Sales Integration app. You can also create imports automatically.

Imports are data transactions from Oracle CX Sales into Oracle Eloqua. The Oracle CX Sales Integration app executes imports every 15 minutes. After an import has been scheduled, an import schedule does not display because imports are executed so often. If an import needs to be performed off schedule, it can be executed on demand. An import may fail due to various reasons such as connection or data related issues. Some of these issues will cause an entire import to fail. You can setup email notifications to alert you when import errors occur.

The following imports are recommended:

  • Accounts
  • Contacts
  • Leads
  • Opportunities

When viewing your imports, disabled imports are dimmed to indicate their status. There are several indicators in your list of imports to help you quickly get an overview of their status:

An image of the list of imports

Prerequisites

Note: Campaign, opportunity, and user imports have additional prerequisites.

To create an import:

  1. In the Oracle CX Sales Integration app, click Imports.
  2. Click Add Import and select the connection for which you want to create a new import.
  3. Complete the import details:
    • Name: Enter a name for the import.
    • Deleted or Merged Records: Select this option if you want to recognize deleted or merged (that is, non-survivor) Oracle Sales records in Oracle Eloqua. If you select this option, the CX Sales Object and Eloqua Object lists only display the Account and Contact options.

    • CX Sales Object: Select the top-level objects from your Oracle CX Sales instance that you want to import and click Fetch. Oracle CX Sales is queried and additional options are displayed and unique identifiers for field mappings are available on the Create Import page.

    • Filter: (Optional) Enter a filter to use on the source field when querying contacts to import and then click Test to test the filter.

      To learn more about filters, see the Oracle CX Sales (formerly Oracle Sales Cloud) REST API guide.

      Filter SyntaxDescription
      FirstName=<value>

      Example: FirstName='Thomas'

      		Filters on a record's first name.
      LastName=<value>

      Example: LastName='Lambert'

      		Filters on a record's last name.
      Title=<value>

      Example: Title='Marketer'

      		Filters on a record's title.
      PartyStatus!=<value>

      Example: PartyStatus!='A'

      		Filters on a record's party status that is not active. A value of "A" means the status is active.
      LastName LIKE <value>%

      Example: LastName LIKE 'Thomas%'

      		Filters on a record's last name to compare it with a value using a wildcard operator.
      PrimaryContactEmailAddress LIKE %@%

      Example: PrimaryContactEmailAddress LIKE '%@%'

      		Filters on a record's email address to compare it with a value using a wildcard operator.
      LastName LIKE <value>% AND FirstName=<value>

      Example: LastName LIKE 'Lambert%' AND FirstName='Thomas'

      		Filters on a record's first name and last name.

      This is an example of test filter results:

      An image of example test filter results

    • Eloqua Object: Select an Oracle Eloqua object and Oracle CX Sales object .
    • Update Eloqua Fields: Map your unique identifier to specify the object in Oracle Eloqua to update or create. For each set of fields, select the Oracle Eloqua field that will be mapped to Oracle CX Sales contacts. Add more mappings by clicking Add Import Field Mapping. Click the menu An image of the Edit Iconto delete the mapping or switch the field type to static text, static date, or dynamic date.
    • Import Rules: Specify data priority and deduplication rules.

      An image of the Import Rules window.

      • Data Priority: Select the priority of data to resolve conflicts on imports, such as Bulk API and CRM Integration. If leads and contacts are being imported to Oracle Eloqua contacts, there may be situations where a lead and contact with the same email address exist. Oracle Eloqua's data priority can be used to instruct Oracle Eloqua which source, lead or contact, is higher priority. If the contact import is set to have a higher priority than the lead import, the data imported from the contact will not be overwritten by the lower priority lead data. Higher priority sources are never overwritten by lower priority sources.
      • Deduplication type: Specify how to handle duplicate import records. For example, you can chose the most recently updated record or import all records. Deduplication runs per import execution. If multiple records with the same match field value are imported in a single execution, those records will be deduplicated based on the setting specified here.
    • Post Processing: Specify an action to be performed on a contact after import. You can specify a maximum of ten post processing items, including the following actions and any OSC Feeder elements that you add to a canvas.

      An image of the Post Processing window.

      • Add to Shared List / Remove from Shared List: Specify whether contacts should be added to or removed from an existing shared contact list. As contacts are processed, Oracle Eloqua adds them to the shared list that you specify.
      • Subscribe to Email Group / Unsubscribe from Email Group: Specify whether contacts should be subscribed to or unsubscribed from an email group.
      • Global Subscribe: Specify whether to apply the global Subscribe or Unsubscribe actions to the contacts.

      • SMS Opt-in Phone Number / SMS Opt-out Phone Number: Specify whether after the import, phone number(s) should be opted in or opted out from receiving SMS messages.

      • Add Action: Click to add another action to be performed after the import.
  4. Program Usage: Once you save the import and associate it with a program on the campaign or program canvas to perform any specified post processing actions, this section will display the associated program dependencies and provide a link to display the canvas.
  5. Click Save.

Viewing and editing imports

To view or edit an import:

  1. In Eloqua, click the cloud menu An image of the Cloud Menu icon, which is represented by a gray cloud. icon on the right hand side to expand the Apps list and select Oracle CX Sales Integration. The App Configuration for Oracle CX Sales Integration page is displayed.
  2. Click Imports. The list of imports provides several indicators and each import has a menu An image of the Edit Iconwith several options.
    • Colored icons indicate that the import is enabled.
    • Disabled imports are dimmed to indicate their status.
    • An image of the running icon: Indicates that the import is currently running. When enabled, imports run automatically every 15 minutes.
    • An image of the import success icon: Indicates that the last import was successful.
    • An image of the import unsuccessful icon: Indicates that the last import was unsuccessful.
    • An image of the import unsuccessful icon: Indicates that the last import failed with warnings.
    • An image of the import unsuccessful icon: Indicates that the import is associated with a program that is running on a canvas, such as the OSC Feeder action. If you attempt to disable or delete an import with an associated program that is running, you will receive a warning message.

    An image of the list of imports

  3. Click the import's menu An image of the Edit Iconto select options:
    • View Reports: Display activity for the import by date.
    • Edit: Modify some of the import's values or view its details, including the Program Usage section.
    • Enable or Disable: If you enable the import, the Run Now option is displayed, which allows you to run the import on demand.
    • Delete: Once an import is disabled, the Delete option is displayed.

    An image of an import's menu on the Imports page.

  4. Click Edit to view the import's details, such as mapping, import rules, and so on. You can edit any attributes except for:
    • Connection
    • CX Sales Object
    • Eloqua Object
    • Program Usage items
  5. To view the program associated with the import, expand the import's Program Usage section and click the go to icon An image of the go to feeder icon to display the associated campaign or program canvas.

    An image of an import's menu on the Imports page.

Scheduling an import

Once you create an import, it is scheduled to run automatically every 15 minutes.

You can also run the import on demand using the Run Now option. When Run Now is used with a date and time filter, the current date and time is pre-populated. The date and time can be changed to a time in the past as desired. If no date is selected, the import retrieves all matching records from Oracle CX Sales and imports them to Oracle Eloqua. Selecting a specific date allows you to recover missed records and perform partial imports if field mapping changes.

Note: The Last Import date indicates the last successful import.

Clicking Disable temporarily stops the imports. If the import is currently running and has not yet started syncing to Oracle Eloqua (if it is in either the Retrieve from CX Sales or Deduplicating steps), the import is canceled and disabled. If the import has begun importing to Oracle Eloqua, the import will finish, then be disabled. Click Enable to schedule your import to run every 15 minutes.

You can also add imports to a canvas and schedule them via the Wait element.

Learn more

Getting started with the Oracle CX Sales app

Creating default assets

Creating campaign imports

Creating opportunity imports

Creating user imports

Adding imports to a canvas

Data import priority

standard imports, scheduling imports, Get Leads, Get Contacts, Get Accounts