Create Import Mappings

An import mapping lets you quickly map your source object attributes to the object attributes in Sales and Fusion Service. You must be an administrator or setup user to create import mappings.

You can create an import mapping in one of the following two ways:

• Create an import mapping manually.

• Generate the import map from the sample source file.

• Create an import mapping only once if your CSV file has the same set of fields.

Create Maps Manually

1. Click Tools > Import Management > Import Objects.

2. Click the Account link under the Display Name column to create a mapping for the Account object.

3. On the Manage Mapping page, click the Create Import Mapping button.

4. On the Edit Import Mapping page, enter the name of the mapping, and provide a description for the mapping. The Target Attributes section displays the attributes of the Account object that should map to the source file columns. Check the Required column to see if the attribute is required or is a user key.

5. In the Source File section, click the Add Column button to insert a column to the mapping file.

6. To create the mapping column for the Organization Name attribute, drag and drop the Organization Name attribute from Target Attributes section to the Attribute Display Name column under the Source File section.

7. Provide the column header name, such as organization name and an example value, such as Green Corp. Follow the steps 5 to 7 to add any additional mapping columns.

8. Click the Save and Close button to save the mapping.

   To edit or download the mapping file, click the mapping number link for your mapping on the Manage Mapping page. On the Edit Import Mapping page, click Download Map from the Actions menu.

Generate Maps from the Source File

1. Click Tools > Import Management > Import Objects.

2. Click the Account link under the Display Name column to create a mapping for the Account object.

3. On the Manage Mapping page, click the Create Import Mapping button.

4. On the Edit Import Mapping page, enter name of the mapping, select the object such as Account, and provide a description for the mapping. The Target Attributes section displays the attributes of the Account object that should map to the source file columns. Also, check the Required column to see if the attribute is required or is a user key.

5. From the Actions menu under Source File section, click Select Source File.

6. In the Source File dialog box, choose the CSV file that should be the source for your mapping file. This creates the mapping file based on the column header and example values in the source file.

7. Click Save and Close button. And we're done.

   For more information on how to import your data, see the object-specific import topics in the chapter Import Your Data. These topics are titled Import Your <object-name> Data. They provide the following information about importing data:

   • How to map your source data to Oracle Applications Cloud object attributes. This way the import process would know where to insert each of the information bits.

   • Required attributes and validations for the object.

   • How to create the source CSV file with the data you want to import.

   • How to kick off an import activity.

   • How to check the import results to know if the import went well.