Importing Property Information Using Functional Setup Manager

You can import property information as CSV file packages using Oracle Functional Setup Manager.

When you enter or update a large volume of property data, using the setup task UI to manage them individually may not be the most efficient method. To create or update property data in bulk, use Oracle Functional Setup Manager to import the data in the form of CSV file packages.

Oracle Public Sector Licensing and Permitting enables you to import data for the following property-related tasks.

Task	Key Attributes	Manual Setup Instructions
Manage Parcels	ParcelIdEntered	Setting Up Parcels
Manage Parcel Owners	OwnerName Address1 PostalCode OwnerCode (represents the ParcelIdEntered which is typically the Assessor’s Parcel Number)	Setting Up Property Owners
Manage Parcel Addresses	Address1 Address2 AddressCode (represents the ParcelIdEntered, which is typically the Assessor’s Parcel Number) PostalCode	Setting Up Property Addresses
Manage Parcel Values	ParcelIdEntered EffectiveStartDate EffectiveEndDate	Setting Up Parcel Values
Manage Districts	ParcelIdEntered DistrictId	Setting Up Districts
Manage Parcel Districts	DistrictId	Assigning Districts to Parcels Assigning Districts to Addresses

The import process uses key attributes to determine whether a row of data is new or updated. For example, when importing parcel address data, the process checks the combination of the Address1, Address2, PostalCode and AddressCode attributes for each row. If the combination of these attribute values in a row already exists in the PSC_COM_PARCEL_ADDRESS table, the system updates the values for that row in the table. If the combination of these attribute values does not exist in the table, the import process inserts a new row in the table.

To import an address with a parcel through FSM, there must be a ParcelNumber value in the AddressCode attribute of the address import file. To import a parcel owner through FSM, there must be a ParcelNumber value in the OwnerCode attribute of the address import file.

To import an address with no parcel through FSM, you must enter a value of 0 in the ParcelId and ParcelNumber attributes of the address import file.

Caution: While preparing the import file for Parcel Address and Parcel Owner, you must populate the Address Code and Owner Code columns with the values from the ParcelIdEntered column.

Tip: If you want to make any manual modifications to a downloaded CSV file before importing it, it is recommended that you use a CSV editor. Opening the CSV file using spreadsheet software such as Microsoft Excel can change the formatting of the fields, which could lead to errors during the import process.

See the Oracle Applications Cloud documentation: Export and Import CSV File Packages in Using Functional Setup Manager.