1. Implementing Sales
  2. Overview of Account and Contact Import

Overview of Account and Contact Import

Use the Excel macros provided by Oracle to import some of your existing sales data so that you can test your sales territory assignment and other features. You import accounts (including account hierarchies) and contacts in separate files, first the accounts, and then the contacts. You can import up to 5,000 records at a time, but you must ensure that each import completes before you start another.

Note: While you can import additional fields by appending columns to import macros, you can't make any other changes. You can't edit the Visual Basic for Applications (VBA) code or other functions.

Here's an overview of your import tasks.

Step

Description

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Where to Get More Details

1.

From Oracle Support document 2229503.1, download to the same folder the Excel macros and .jar file required for import:

  • oracle_ucm_client_11.1.1.jar

  • Account Import Macro

  • Contact Import Macro

  • Address Import Macro

My Oracle Support

See the topic: Download the Files for Account and Contact Import

2.

If you're classifying the accounts by industry in your import, then you must obtain a list of the industry codes for the industry category you're using. You enter the codes along with your account data.

Setup and Maintenance > Sales > Accounts and Contacts > Manage Classification Categories

See the topic: View the Industry Codes for Accounts

3.

Import your accounts and account hierarchies.

Complete this step in the Account Import Macro

See the topic and video: Import Accounts and Account Hierarchies Using the Account Import Macro

4.

Import account contacts as well as stand-alone contacts.

Complete this step in the Contact Import Macro

See the topic: Import Contacts

5.

Import additional account and contact addresses. To view the additional addresses, you must have the multiple addresses regions exposed in the UI.

Complete this step in the Address Import Macro

See these topics: