Speed up Import Using Excel Macros

You can speed up import of up to 5,000 records at a time by using Microsoft Excel macros provided by Oracle. The macros validate your data entries, provide lists of values so you don't make mistakes, and automatically populate constant values.

After you enter your data, you click a button in the macro to import. The macros automatically create an import activity for you and permit you to monitor the progress of the import activity from within the macro itself. The import macros are targeted to the simple sales automation use case covered in the guide. They can also serve as a learning tool for more complex import.

The import macros are available for these objects:

  • Sales users

  • Products

  • Product groups

  • Accounts

  • Account hierarchy

  • Contacts

  • Addresses

  • Leads

  • Opportunities

  • Opportunity revenue lines

All of the available macros use the new Import Management import feature.

The Import Data with Custom Fields chapter explains how to use the macros to import additional fields, including custom fields you created in Application Composer. You download the Excel macros from the Oracle CX Sales: Getting Started with Your Sales Implementation: Import Macros (Document ID 2229503.1) article on My Oracle Support.

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