Import Your Action Plan Data
You can use Import Management to create or update Action Plan records.
To import Action Plan records, perform the following tasks:
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Map your source data to Oracle Applications Cloud object attributes.
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Create source Comma Separated Values (CSV) file for import.
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Create the import activity.
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Review the import results.
How You Map Your Source Data to Target Object Attributes
To import your Action Plan 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:
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Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
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Ensure prerequisite setups are done, if applicable.
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Understand your options for uniquely identifying the records.
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Ensure parent records exist before importing child records.
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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:
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You have completed all the prerequisites for importing each attribute in your source data.
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You have all parent records in place before importing child records.
Select a Unique Identifier for Your Records
All records must be unique in the application. You can use one of these to identify records:
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Public unique identifiers: If you're creating records, then you can provide an easily understandable public unique identifier. These are, usually, denoted with 'Number' and visible in the business object's UI. PUID attributes are usually named <object> Number. If you're updating a record with a Number attribute, then use the Number attribute to identify the record. For more information about public unique identifiers, see the topic "How You Use Alternate Keys to Import Records" in Related Topics section.
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Source system and source system reference: Source system is an identifier for the external system, and source system reference is a unique identifier within the external system. If you're importing new action plans or are updating action plans that have source system reference data, then provide the source system and source system reference values.
Required Attributes and Validations for Action Plan 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 Action Plan records, required attributes for updating Action Plan records, prerequisite setup tasks for the attributes, and specific validations, if any, for Action Plan import:
Attribute |
Description |
Prerequisite Setup Task/ Import Validations |
Creating a Action Plan Record |
Updating an Existing Action Plan Record |
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ActionPlanId |
The unique identifier of the action plan. |
A valid primary key for the action plan record in the destination system is required. Either the ActionPlanNumber or the ActionPlanId is required. If both are present, then the ActionPlanId is preferred. |
Not Required Auto-generated in the destination system |
Optional Either the ActionPlanNumber or the ActionPlanId is required to update the row. |
CalendarId |
The calendar identifier associated with the action plan. |
A valid calendar record in the destination system. |
Required |
Not Required |
ObjectEntityName |
The parent entity object name of the action plan. |
A valid value from the ORA_SVC_AP_OBJ_ENTITY_NAME lookup in the destination system. |
Required |
Not Required |
ObjectId |
The object identifier of the action plan. |
A valid primary key for the parent record in the destination system. |
Required |
Not Required |
StatusCd |
The status of the action plan. |
A valid value from the ORA_SVC_AP_PROCESS_CD lookup in the destination system. |
Optional If no value is passed, then the default value ORA_SVC_CREATE is used. |
Optional |
TemplateNumber |
The reference number of the action plan template. |
A valid PUID for action plan template row in the destination system. It is optional if the action plan is created without an action plan template. |
Optional Required only when there is a Template ID for the action plan in the source system. |
Not Required |
ActionPlanNumber |
The reference number of the action plan. |
A valid PUID for the action plan row in the destination system. |
Optional The PUID can be provided if it needs to be maintained between the source and destination systems. |
Required |
You can view the Action Plan object along with all its child objects 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 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:
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Go to
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Select the Action Plan object in the table and click Download.
You can now edit the downloaded file and provide valid values for the required attributes.
Create the Import Activity
After you have the CSV file ready, create an import activity to import the information. To create an import activity:
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Go to
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Click Create Import Activity in the Manage Imports page.
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In the Enter Import Options page, provide a name for the import activity, and select Action Plan from the Object drop-down list.
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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.
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Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
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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:
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Go to
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Click All Imports and search for the import activity that you created earlier.
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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.