Uploading picklist values from a file

You can create or edit picklist values in a CSV or XLS file, then upload those values into a custom picklist.

Note: In order for your file to translate seamlessly into picklist values, you will need to separate option values and option names under their respective columns.
An image of a picklist exported to a CSV file.

To upload picklist values from a file:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..
  2. Click Manage Picklists in the Database Setup area.
  3. Open an existing picklist, or create a new one.
  4. Click the Picklist drop-down menu in the upper-right corner, then click Upload Picklist.

    An image of the Picklist drop-down menu with Upload Picklist highlighted.

    The Picklist Upload wizard opens.
  5. Configure the upload in Step 1 Data Source:

    An image of the Data Source tab.

    1. Type a name for the upload into the Name field.
    2. (Optional) Type a brief description into the Description field.
    3. Select the type of file to be uploaded from the Source of picklist data drop-down. Your options include:
      • Delimited file (tab, pipe, semi-colon)

        Note: Select delimited file if you want to upload a CSV file.

      • Microsoft Excel .xls / .xlsx - 97 to 2010
      • Remote File over SFTP

        Note: Uploads to Oracle Eloqua from an SFTP server cannot exceed 5 GB.

    4. Click Next.
  6. Locate and upload the file in Step 2 Upload Data Source:

    An image of the Upload Data Source tab.

    1. Click Browse, then locate and select the file to be uploaded.
    2. Click Upload and Preview Data.

      A preview of the transferred data appears.

      An image of a preview of the transferred data.

    3. Click Next.
  7. Match the fields from the file to the fields in Oracle Eloqua in Step 3 Field Mapping:

    An image of the Field Mapping tab.

    1. Select a field from the Eloqua Picklist Field drop-down to be the unique identifier for the uploaded values. Option Value is the default selection.

      Note: You can select Option Value, Option Name, or no unique identifier at all. However, if you select a unique identifier, you can export the picklist at a later point in time, edit the file in your word processor, and then re-upload the file. The file will update currently existing values based on the unique identifier, instead of making duplicate values.

    2. For every field in the Source Field column, click the corresponding drop-down box in the Target Field column, then select the appropriate field.
    3. (Optional) Click Auto-Map Fields. Oracle Eloqua will select the best possible matching fields, and you can manually fix any mistakes.
    4. (Optional) Click Advanced Options to display advanced options for handling imported data such as field update and overwrite options.
    5. Click Next.
  8. Set specific upload parameters in Step 4 Upload Actions:

    An image of the Upload Actions tab.

    1. (Optional) Select or deselect the Delete Existing Values check box.

      Note: Selecting this option will permanently remove or overwrite all currently existing values in the picklist. Only select this is you wish to completely update the entire picklist with values from your upload file. Deselecting this option to simply add values from the file to the currently existing list.

    2. Click Next.
  9. Review and finalize your upload in Step 5 Summary:

    An image of the Summary tab.

    1. View the Upload Settings. You can also set a Notification Email address where you will be notified when the upload is completed. Finally, you can choose to use the settings for your upload only once by selecting Run once using these settings, or save a reusable template of your selected settings by selecting Save these settings for re-use.
    2. Click Finish.

Picklist values are uploaded to the selected picklist. An email is sent to the specified email address confirming whether or not the upload was a success. You will need to close the picklist and then open it again in order to see the changes.

An image of a picklist showing the changes.

Related

Picklists