6Customer Data Model

Account Import

Organizations that are customers or prospects.

Details

  • Object owner: Account

  • UCM account: crm/account/import/

Reference File Links

Target import object Reference file
AdditionalIdentifier HZ_IMP_ADDTNLPARTYIDS_T_Reference
AdditionalName HZ_IMP_ADDTNLPARTYNAMES_T_Reference
Address HZ_IMP_LOCATIONS_T_Reference
Address HZ_IMP_PARTYSITES_T_Reference
AddressContactPreference HZ_IMP_CONTACTPREFS_Reference
AddressPurpose HZ_IMP_PARTYSITEUSES_T_Reference
Classification HZ_IMP_CLASSIFICS_T_Reference
ContactAdditionalName HZ_IMP_ADDTNLPARTYNAMES_T_Reference
ContactEmail HZ_IMP_CONTACTPTS_T_Reference
ContactEmailContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactFax HZ_IMP_CONTACTPTS_T_Reference
ContactFaxContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactInstantMessenger HZ_IMP_CONTACTPTS_T_Reference
ContactJob HZ_IMP_CONTACTS_T_Reference
ContactMobile HZ_IMP_CONTACTPTS_T_Reference
ContactMobileContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactPersonProfile HZ_IMP_RELSHIPS_T_Reference
ContactPersonProfile HZ_IMP_PARTIES_T_Reference
ContactPrimaryAddress HZ_IMP_PARTYSITES_T_Reference
ContactPrimaryAddress HZ_IMP_LOCATIONS_T_Reference
ContactPrimaryAddressContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactPrimaryPhone HZ_IMP_CONTACTPTS_T_Reference
ContactPrimaryPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
Fax HZ_IMP_CONTACTPTS_T_Reference
FaxContactPreference HZ_IMP_CONTACTPREFS_Reference
OrganizationProfile HZ_IMP_PARTIES_T_Reference
PrimaryPhone HZ_IMP_CONTACTPTS_T_Reference
PrimaryPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
Relationship HZ_IMP_RELSHIPS_T_Reference
SalesProfile ZCA_IMP_SALES_ACCOUNTS_Reference
SellToAddress HZ_IMP_PARTYSITES_T_Reference
SellToAddress HZ_IMP_LOCATIONS_T_Reference
SellToAddress HZ_IMP_PARTYSITEUSES_T_Reference
Url HZ_IMP_CONTACTPTS_T_Reference

Job and Table Links

Name Link
Scheduled process

Account Interface Import Job

Account Import Job

Tables

Related Topics

Action Import

This contains the details for all the actions that can be associated to an action plan template in the system.

Details

  • Object owner: Action

  • UCM account: crm/actionplan/import

Reference File Links

Target import object Reference file
Action SVC_AP_ACTIONS_INT_Reference
ActionAttribute SVC_AP_ACT_ATTRS_INT_Reference
ActionCondition SVC_AP_ACT_CONDITIONS_INT_Reference

Job and Table Links

Name Link
Scheduled process

Action Interface Import Job

Action Import Job

Tables

Related Topics

Campaign Response Import

Responses to a marketing campaign.

Details

  • Object owner: Campaign response

  • UCM account: crm/response/import/

Reference File Links

Job and Table Links

Name Link
Scheduled process

Campaign response Interface Import Job

Campaign response Import Job

Tables

Related Topics

Classification Code Import

Codes used to represent classifications of accounts and contacts, for example, by industry or type.

Details

  • Object owner: Classification code

  • UCM account: crm/classificationcode/import/

Reference File Links

Target import object Reference file
ClassificationCode HZ_IMP_CLASS_CODES_Reference

Job and Table Links

Name Link
Scheduled process

Classification code Interface Import Job

Classification code Import Job

Tables

Related Topics

Contact Import

Individuals who are contacts for an existing organization, such as an account, or individuals who do not have an established association with an organization.

Details

  • Object owner: Contact

  • UCM account: crm/contact/import/

Reference File Links

Target import object Reference file
AdditionalIdentifier HZ_IMP_ADDTNLPARTYIDS_T_Reference
AdditionalName HZ_IMP_ADDTNLPARTYNAMES_T_Reference
Address HZ_IMP_PARTYSITES_T_Reference
Address HZ_IMP_LOCATIONS_T_Reference
AddressContactPreference HZ_IMP_CONTACTPREFS_Reference
AddressPurpose HZ_IMP_PARTYSITEUSES_T_Reference
Classification HZ_IMP_CLASSIFICS_T_Reference
ContactAddress HZ_IMP_PARTYSITES_T_Reference
ContactAddress HZ_IMP_LOCATIONS_T_Reference
ContactAddressContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactAddressPurpose HZ_IMP_PARTYSITEUSES_T_Reference
ContactEmail HZ_IMP_CONTACTPTS_T_Reference
ContactEmailContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactFax HZ_IMP_CONTACTPTS_T_Reference
ContactFaxContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactInstantMessenger HZ_IMP_CONTACTPTS_T_Reference
ContactJob HZ_IMP_CONTACTS_T_Reference
ContactMobile HZ_IMP_CONTACTPTS_T_Reference
ContactMobileContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactPhone HZ_IMP_CONTACTPTS_T_Reference
ContactPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactRelationship HZ_IMP_RELSHIPS_T_Reference
Email HZ_IMP_CONTACTPTS_T_Reference
EmailContactPreference HZ_IMP_CONTACTPREFS_Reference
Fax HZ_IMP_CONTACTPTS_T_Reference
FaxContactPreference HZ_IMP_CONTACTPREFS_Reference
InstantMessenger HZ_IMP_CONTACTPTS_T_Reference
Mobile HZ_IMP_CONTACTPTS_T_Reference
MobileContactPreference HZ_IMP_CONTACTPREFS_Reference
PersonProfile HZ_IMP_PARTIES_T_Reference
Phone HZ_IMP_CONTACTPTS_T_Reference
PhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
SalesProfile ZCA_IMP_SALES_ACCOUNTS_Reference

Job and Table Links

Name Link
Scheduled process

Contact Interface Import Job

Contact Import Job

Tables

Related Topics

Country Structure Import

The structure of the geographical information used in address validation and territories for a country.

Details

  • Object owner: Country structure

  • UCM account: crm/countryStructure/import/

Reference File Links

Target import object Reference file
ImpGeoStructureLevel HZ_IMP_GEO_STRUCTURE_LEVELS_Reference

Job and Table Links

Name Link
Scheduled process

Country structure Interface Import Job

Country structure Import Job

Tables

Related Topics

Customer Hierarchy Import

Specific hierarchy for related accounts, such as branches, subsidiaries, and paying relationships among different account records for the same corporation.

Details

  • Object owner: Customer hierarchy

  • UCM account: crm/customerHierarchy/import/

Reference File Links

Target import object Reference file
CustomerHierarchy HZ_IMP_HIERARCHIES_T_Reference

Job and Table Links

Name Link
Scheduled process

Customer hierarchy Interface Import Job

Customer hierarchy Import Job

Tables

Related Topics

Customer Hierarchy Member Import

Members of a hierarchy of related accounts.

Details

  • Object owner: Customer hierarchy member

  • UCM account: crm/customerHierarchyMember/import/

Reference File Links

Target import object Reference file
CustomerHierarchyMember HZ_IMP_HIERARCHY_NODES_Reference

Job and Table Links

Name Link
Scheduled process

Customer hierarchy member Interface Import Job

Customer hierarchy member Import Job

Tables

Related Topics

Employee Resource Import

Use this object to import new users into your CRM organization. You must create users as resources to make it possible for them to participate in CRM business processes.

Details

  • Object owner: Employee resource

  • UCM account: crm/employeeResource/import/

Reference File Links

Target import object Reference file
PrimaryAddress HZ_IMP_PARTYSITES_T_Reference
PrimaryAddress HZ_IMP_LOCATIONS_T_Reference
ResourceOrganizationMembership HZ_IMP_GROUP_MEMBERS_Reference
ResourceProfile HZ_IMP_RESOURCES_Reference
ResourceTeamMembership HZ_IMP_TEAM_MEMBERS_Reference
WorkerProfile HRC_LOADER_BATCH_LINES_Reference_For_Employee_Resources
WorkerProfile HZ_IMP_RESOURCES_Reference

Job and Table Links

Name Link
Scheduled process

Employee resource Interface Import Job

Employee resource Import Job

Tables

Related Topics

Geography Import

The geographical data for a country.

Details

  • Object owner: Geography

  • UCM account: crm/geography/import/

Reference File Links

Target import object Reference file
ImpGeography HZ_IMP_GEOGRAPHIES_T_Reference

Job and Table Links

Name Link
Scheduled process

Geography Interface Import Job

Geography Import Job

Tables

Related Topics

Household Import

A group of organizations or persons, such as a household or cooperative, with whom you have a selling relationship or a prospective selling relationship.

Details

  • Object owner: Household

  • UCM account: crm/household/import/

Reference File Links

Job and Table Links

Name Link
Scheduled process

Household Interface Import Job

Household Import Job

Tables

Related Topics

Legal Entity Import

Legal entities that have rights and responsibilities under commercial law, such as internal legal entities or government tax authorities.

Details

  • Object owner: Legal entity

  • UCM account: crm/legalEntity/import/

Reference File Links

Target import object Reference file
AdditionalName HZ_IMP_ADDTNLPARTYNAMES_T_Reference
Classification HZ_IMP_CLASSIFICS_T_Reference
ContactAdditionalName HZ_IMP_ADDTNLPARTYNAMES_T_Reference
ContactEmail HZ_IMP_CONTACTPTS_T_Reference
ContactEmailContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactFax HZ_IMP_CONTACTPTS_T_Reference
ContactFaxContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactInstantMessenger HZ_IMP_CONTACTPTS_T_Reference
ContactJob HZ_IMP_CONTACTS_T_Reference
ContactMobile HZ_IMP_CONTACTPTS_T_Reference
ContactMobileContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactPersonProfile HZ_IMP_RELSHIPS_T_Reference
ContactPersonProfile HZ_IMP_PARTIES_T_Reference
ContactPrimaryAddress HZ_IMP_PARTYSITES_T_Reference
ContactPrimaryAddress HZ_IMP_LOCATIONS_T_Reference
ContactPrimaryAddressContactPreference HZ_IMP_CONTACTPREFS_Reference
ContactPrimaryPhone HZ_IMP_CONTACTPTS_T_Reference
ContactPrimaryPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
Fax HZ_IMP_CONTACTPTS_T_Reference
FaxContactPreference HZ_IMP_CONTACTPREFS_Reference
OrganizationProfile HZ_IMP_PARTIES_T_Reference
PrimaryAddress HZ_IMP_PARTYSITES_T_Reference
PrimaryAddress HZ_IMP_LOCATIONS_T_Reference
PrimaryAddressContactPreference HZ_IMP_CONTACTPREFS_Reference
PrimaryPhone HZ_IMP_CONTACTPTS_T_Reference
PrimaryPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
Url HZ_IMP_CONTACTPTS_T_Reference

Job and Table Links

Name Link
Scheduled process

Legal entity Interface Import Job

Legal entity Import Job

Tables

Related Topics

Partner Contact Import

Contacts for a sales partner.

Details

  • Object owner: Partner contact

  • UCM account: crm/partnerContact/import/

Reference File Links

Target import object Reference file
Email HZ_IMP_CONTACTPTS_T_Reference
EmailContactPreference HZ_IMP_CONTACTPREFS_Reference
Fax HZ_IMP_CONTACTPTS_T_Reference
FaxContactPreference HZ_IMP_CONTACTPREFS_Reference
InstantMessenger HZ_IMP_CONTACTPTS_T_Reference
Job HZ_IMP_CONTACTS_T_Reference
Mobile HZ_IMP_CONTACTPTS_T_Reference
MobileContactPreference HZ_IMP_CONTACTPREFS_Reference
Partner HZ_IMP_RELSHIPS_T_Reference
PersonProfile HZ_IMP_PARTIES_T_Reference
PersonProfile HZ_IMP_RESOURCES_Reference
PrimaryAddress HZ_IMP_PARTYSITES_T_Reference
PrimaryAddress HZ_IMP_LOCATIONS_T_Reference
PrimaryAddressContactPreference HZ_IMP_CONTACTPREFS_Reference
PrimaryPhone HZ_IMP_CONTACTPTS_T_Reference
PrimaryPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
ResourceOrganizationMembership HZ_IMP_GROUP_MEMBERS_Reference
ResourceProfile HZ_IMP_RESOURCES_Reference
ResourceTeamMembership HZ_IMP_TEAM_MEMBERS_Reference

Job and Table Links

Name Link
Scheduled process

Partner contact Interface Import Job

Partner contact Import Job

Tables

Related Topics

Partner Import

An independent company that provides sales and services on behalf of the vendor.

Details

  • Object owner: Partner

  • UCM account: crm/partner/import/

Reference File Links

Target import object Reference file
Fax HZ_IMP_CONTACTPTS_T_Reference
FaxContactPreference HZ_IMP_CONTACTPREFS_Reference
ImpPartnerAcctResP ZPM_IMP_PARTNER_ACCT_RES_Reference
ImpPartnerCertP ZPM_IMP_PARTNER_CERT_Reference
ImpPartnerDimGeoP ZPM_IMP_PARTNER_DIM_GEO_Reference
ImpPartnerDimIndstP ZPM_IMP_PARTNER_DIM_INDST_Reference
ImpPartnerDimProdP ZPM_IMP_PARTNER_DIM_PROD_Reference
ImpPartnerDimSChnlP ZPM_IMP_PARTNER_DIM_SCHNL_Reference
ImpPartnerExpertP ZPM_IMP_PARTNER_EXPERT_Reference
ImpPartnerP ZPM_IMP_PARTNER_Reference
PartnerInterface HZ_IMP_PARTIES_T_Reference
PrimaryAddress HZ_IMP_PARTYSITES_T_Reference
PrimaryAddress HZ_IMP_LOCATIONS_T_Reference
PrimaryAddressContactPreference HZ_IMP_CONTACTPREFS_Reference
PrimaryPhone HZ_IMP_CONTACTPTS_T_Reference
PrimaryPhoneContactPreference HZ_IMP_CONTACTPREFS_Reference
Url HZ_IMP_CONTACTPTS_T_Reference

Job and Table Links

Name Link
Scheduled process

Partner Interface Import Job

Partner Import Job

Tables

Related Topics

Quota Import

The revenue target associated with a territory or resource.

Details

  • Object owner: Quota

  • UCM account: crm/quota/import/

Reference File Links

Target import object Reference file
All Sales Quotas Export Import Files and Columns_Reference

Job and Table Links

Name Link
Scheduled process

Quota Interface Import Job

Quota Import Job

Tables

Related Topics

Resource Team Import

Temporary group of resources formed to complete a business task. A resource team can contain both individual resources and resource organizations.

Details

  • Object owner: Resource team

  • UCM account: crm/resourceTeam/import/

Reference File Links

Target import object Reference file
ResourceTeam HZ_IMP_TEAMS_Reference
ResourceTeamUsage HZ_IMP_TEAM_USAGES_Reference

Job and Table Links

Name Link
Scheduled process

Resource team Interface Import Job

Resource team Import Job

Tables

Related Topics

Source System Reference Import

A means of identifying data by both its external source system and its identifier within the external system.

Details

  • Object owner: Source system reference

  • UCM account: crm/sourcesystemreference/import/

Job and Table Links

Name Link
Scheduled process

Source system reference Interface Import Job

Source system reference Import Job

Tables

Related Topics

Territory Geography Import

A boundary dimension for territory that is based on geographical location.

Details

  • Object owner: Territory

  • UCM account: crm/territorygeography/import/

Reference File Links

Target import object Reference file
ImpGeoTerritory HZ_IMP_GEO_TERRITORIES_T_Reference

Job and Table Links

Name Link
Scheduled process

Territory Geography Interface Import Job

Territory Geography Import Job

Tables

Related Topics

Territory Import

An entity defined by various boundaries that is used to specify sales or service ownership.

Details

  • Object owner: Territory

  • UCM account: crm/territory/import/

Reference File Links

Target import object Reference file
All Territories Export Import Files and Columns_Reference

Job and Table Links

Name Link
Scheduled process

Territory Interface Import Job

Territory Import Job

Tables

Related Topics