How do I import account contact data?

How You Map Your Source Data to Target Object Attributes

To import your Account Contact data into Oracle Applications Cloud, you need to 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.
Ensure prerequisite setups are done, if applicable.
Understand your options for uniquely identifying the records.
Ensure parent records exist before importing child records.
Identify the target object attributes that are required in the CSV file for a successful import.

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.
You have all parent or referenced records in place before importing child records.

Select a Unique Identifier for Your Records

All records must be unique in the application. You can import account contact object by submitting any one or more of the conditionally required attributes. You can provide a combination of Account and Contact identifiers for create and update. Alternatively for Update scenario, you can provide the primary unique identifier or one of the relationship identifiers.

List of Contact Identifiers:

ContactPartyId
ContactPartyNumber
ContactSourceSystem and ContactSourceSystemReferenceValue

List of Account Identifiers:

AccountPartyId
AccountPartyNumber
AccountSourceSystem and AccountSourceSystemReferenceValue

List of Relationship Identifier:

RelationshipRecId
RelationshipSourceSystem and RelationshipSourceSystemReferenceValue

Primary unique identifier: AccountContactId is the primary unique identifier which is auto generated. You can use this identifier to update account contact record.

Required Attributes and Validations for Account Contact Object

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

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating an Account Contact Record	Updating an Existing Account Contact Record
AccountContactId	The unique identifier of the account contact which is system generated.	Should be a valid value which exists in the application	Not Applicable	Conditionally Required
RelationshipRecId	Alternate unique identifier for the account contact which is system generated.	Should be a valid value which exists in the application	Not Applicable	Conditionally required
ContactPartyId	The primary key identifier of the subject in this relationship. Either one of ContactPartyId, ContactPartyNumber, or a combination of ContactSourceSystem and ContactSourceSystemReferenceValue, is used to identify the subject party of the relationship.	The contact must exist	Conditionally Required Provide a value along with Account identifier to uniquely identify referenced account and contact records to create account contact record	Conditionally Required Provide a value along with Account identifier to uniquely identify account contact record for update
ContactPartyNumber	The public key identifier for the Contact party of the relationship. Either one of ContactPartyId, ContactPartyNumber, or a combination of ContactSourceSystem and ContactSourceSystemReferenceValue, is used to identify the Contact party of the relationship.	The contact must exist	Conditionally Required Provide a value along with Account identifier to uniquely identify referenced account and contact records to create account contact record	Conditionally Required Provide a value along with Account identifier to uniquely identify account contact record for update
ContactSourceSystem	The name of external source system for the subject party in the relationship, which are defined by an administrator as part of system setup. To be used in combination of ContactSourceSystemReferenceValue.	The value for this attribute should be predefined using the setup task Manage Trading Community Source Systems	Conditionally Required Provide a value along with ContactSourceSystemReferenceValue for uniquely identifying a contact record Additionally, provide an Account Identifier	Conditionally Required Provide a value along with ContactSourceSystemReferenceValue for uniquely identifying a contact record Additionally, provide an Account Identifier
ContactSourceSystemReferenceValue	The identifier for the subject party in the relationship from external source system. To be used in combination with ContactSourceSystem.	The Source System Reference value should exists for the Contact	Conditionally Required Provide a value along with ContactSourceSystem for uniquely identifying a contact record Additionally, provide an account identifier	Conditionally Required Provide a value along with ContactSourceSystem for uniquely identifying a contact record Additionally, provide an account identifier
AccountPartyId	The primary key identifier of the object in this relationship. Either one of AccountPartyId, AccountPartyNumber, or combination of AccountSourceSystem and AccountSourceSystemReferenceValue, is used to identify the Account party of the relationship.	The Source System Reference value should exists for the Contact	Conditionally Required Provide a value along with Contact identifier to uniquely identify referenced account and contact records to create account contact record	Conditionally Required Provide a value along with Contact identifier to uniquely identify account contact record for update
AccountPartyNumber	The public unique identification number for the object party of the relationship Either one of AccountPartyId, AccountPartyNumber or combination of AccountSourceSystem and AccountSourceSystemReferenceValue, is used to identify the Account party of the relationship.	No Validation	Conditionally Required Provide a value along with Contact identifier to uniquely identify referenced account and contact records to create account contact record	Conditionally Required Provide a value along with Contact identifier to uniquely identify account contact record for update
AccountSourceSystem	The name of external source system for the subject party in the relationship, which are defined by an administrator as part of system setup. To be used in combination with AccountSourceSystemReferenceValue.	The value for this attribute should be predefined using the setup task Manage Trading Community Source Systems	Conditionally Required Provide a value along with AccountSourceSystemReferenceValue for uniquely identifying an account record Additionally, provide a contact identifier	Conditionally Required Provide a value along with AccountSourceSystemReferenceValue for uniquely identifying an account record Additionally, provide a contact identifier
AccountSourceSystemReferenceValue	The name of external source system for the subject party in the relationship, which are defined by an administrator as part of system setup. To be used in combination with AccountSourceSystem.	The Source System Reference value should exist for the Account	Conditionally Required Provide a value along with AccountSourceSystem for uniquely identifying an account record Additionally, provide a contact identifier	Conditionally Required Provide a value along with AccountSourceSystem for uniquely identifying an account record Additionally, provide a contact identifier
RelationshipSourceSystem	The name of external source system for the relationship record, which are defined by an administrator as part of system setup. To be used in combination with RelationshipSourceSystemReferenceValue.	The value for this attribute should be predefined using the setup task Manage Trading Community Source Systems	Optionally Required	Conditionally Required for uniquely identifying an account contact record Additionally, provide a value for RelationshipSourceSystemReferenceValue
RelationshipSourceSystemReferenceValue	The name of external source system for the relationship record, which are defined by an administrator as part of system setup. To be used in combination with RelationshipSourceSystem.	The Source System Reference value should exists for the Contact.	Optionally Required	Conditionally Required for uniquely identifying an account contact record Additionally provide a value for RelationshipSourceSystem

You can view the Account Contact object and its 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 page.

Create the Source CSV File

You include the data that you want to import into 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:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Account Contact 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:

Go to Navigator > Tools > Import Management > Import Queue.
Click Create Import Activity in the Manage Imports page.
In the Enter Import Options page, provide a name for the import activity, and select Account Contact from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
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:

Go to Navigator > Tools > Import Management > Import Queue.
Click All Imports and search for the import activity that you created earlier.
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.