How do I import geography data?

You can use Import Management to create Geography data. You can also add alternate name or code to existing geographies with import. For more information see Example of Importing Geography Data.

To import Geography data, perform the following tasks:

1. Map your source data to Oracle Applications Cloud object attributes.

2. Create source Comma Separated Values (CSV) file for import.

3. Create the import activity.

4. Review the import results.

How You Map Your Source Data to Object Attributes

To import your Geography data into Oracle Applications Cloud, you must populate a .csv file with your source data and map that source data to target object attributes in Oracle Applications Cloud.

You need to do the following before creating the CSV file for data import:

• Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.

• Create Country Structure before importing Geography data. For information on how to create Country Structure, see Import Your Country Structure and Example of Importing Country Structure in Related Topics Section.

• Identify the target object attributes that are required in the CSV file for a successful import as mentioned in the table Required Attributes and Validations for the Geography Object below.

Before You Start

You must do some basic checks before starting your import. For example, make sure that:

• You have completed all the prerequisites for importing each attribute in your source data such as creating a country structure.

Required Attributes and Validations for the Geography Object

To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Ensure that you provide values for the attributes. The following table lists the required attributes for importing new Geography records, prerequisite setup tasks for the attributes, and specific validations, if any, for Geography import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Geography Record
CountryCode	The code of the country to which the geography belongs.	This is validated against the country structure to check if the structure is defined for this country.	Required
PrimaryGeographyName	The primary name of the geography.	This is validated against the name of country if geography type is 'Country' or LevelNumber is 1.	Required
RecordTypeCode	The record type code that represents the intent of the import data. The values are: 0 - indicates the geography that already exists in the base table. 1 - indicates the intent to create a new geography. 2 - indicates the intent to add an alternate identifying name or code to an existing geography.	No Validation	Required
LevelNumber	The level number of the geography in the hierarchy. For example, Country is at Level 1 and State (California) is at Level 2.	The level should exist in the country structure.	Required
SourceID	The source ID for the geography, along with the parent source ID is used to identify the geography parent and child relationship within the source file data and the interface table data.	None	Required
ParentSourceID	The parent source ID for the geography, along with the source ID is used to identify the geography's parent and child relationship with records within the source file data. This should be null for the country record, as Country is at the top of the hierarchy.	None	Required

You can view the Geography object and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this Manage Import Objects page.

Note: Keep a note of the following:

• You can't update geographies via import.

• You can't add alternate names or alternate code of country via import. You can do so only via UI.

• Before adding a new alternate name, make sure that the alternate name does not exist with the same value for any other geography name.

• You can enable high-volume import for the Geography import object in the Manage Import Objects page.

• PrimaryGeographyCodeType and PrimaryGeographyCode can't be added after PrimaryGeographyName is created via import. You must create them together. Alternatively, you can add primaryGeographyCodeType and PrimaryGeographyCode from the UI after the import is complete.

• The attributes ProviderGeoId, ParentProviderGeoId, and ParentGeographyId are currently Not Supported.

Create the Source CSV File

You include the data that you want to import into CX Sales and Fusion Service in a source CSV file.

You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

1. Go to Navigator > Tools > Import Management > Import Objects.

2. Select the Geography object in the table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Note: For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the information. To create an import activity:

1. Go to Navigator > Tools > Import Management > Import Queue.

2. Click Create Import Activity in the Manage Imports page.

3. In the Enter Import Options page, provide a name for the import activity, and select Geography from the Object drop-down list.

4. Select the CSV file in the File Name field, and click Next.

5. The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

7. Review the import details on the Review and Submit page, and click Submit when you're ready.

Review the Import Results

Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:

1. Go to Navigator > Tools > Import Management > Import Queue.

2. Click All Imports and search for the import activity that you created earlier.

3. Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.

Note: Geography names aren't translatable and are always displayed in the same language in which they were loaded irrespective of the language of the signed in user. If you need different options of display, you can use the alternative names option.