Import Your Activity Objective Data

You can use Import Management to create, update, or delete your activity objective data.

You can import activity objective records using these steps:

1. Map your source activity objective data to Oracle Applications Cloud object attributes. This way the import process would know where to insert each of the information bits.

2. Create the source CSV file with the activity objective data you want to import.

3. Kick off an import activity.

4. Check the import results to know if the import went well.

How You Map Your Source Data to Target Object Attributes

You import activity objective data into Oracle Applications Cloud from a CSV file containing your source data that's mapped to target Oracle Applications Cloud object attributes.

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 steps are complete, such as understanding what attributes are required for importing your objects.

• 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

If you want to import only a few records, then you can create a single CSV file for all activity objective attributes. However if you want to import a large number of records, then you may decide to create multiple CSV files, one for each of the activity objective child objects. Note that you must have imported the CSV file for activity objective object successfully before trying to import the CSV files for the child objects. There are separate help topics describing how to import each of these child objects. For more information, see the related topics section.

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 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:

• 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.

• 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 activity objectives or are updating activity objectives that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Activity Objective Object

To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Make sure that you provide valid values for these attributes so that they pass import validations inbuilt into the application.

This table lists the required attributes for activity objective records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating an Activity Objective record	Updating an Existing Activity Objective record
ActionCode	Indicates explicitly the operation to be performed on a row: INSERT to create a new record in the destination tables, UPDATE to update an existing record in the destination table, DELETE to delete the record.	If value isn't provided, record matching is used to determine whether a record is updated (if it already exists) or inserted (if it doesn't exist). The valid values are INSERT, UPDATE, and DELETE.	Optional	To delete a record, you must provide the value as DELETE. It is optional to provide values for insert and update as the framework internally decides the action as INSERT if it's a new record or UPDATE if it's an existing record.
ActivityId	The internal identifier of the activity to which the Objective is associated.	Automatically generated by the import process if creating a new activity record.	A value is required if you're updating or deleting an existing activity and you're not providing other values to identify the activity record. To update or delete an existing activity you must choose one of the following options to identify the record: The unique ID for the record (ActivityId) The activity number (ActivityNumber) The source system code and reference (OrigEntityNumber and OrigEntityCode) A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)	A value is required if you're updating or deleting an existing activity and you're not providing other values to identify the activity record. To update or delete an existing activity you must choose one of the following options to identify the record: The unique ID for the record (ActivityId) The activity number (ActivityNumber) The source system code and reference (OrigEntityNumber and OrigEntityCode) A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)
ActivityNumber	The public unique identifier of the activity to which the Objective is associated	If a value is provided while creating a new activity, the value must be unique. For update, you can determine the existing unique value of the object by exporting the Activity object. Navigate to the following in the Setup and Maintenance work area: Offering: Sales Functional Area: Data Import and Export Task: Schedule Export Processes The table ZMM_ACTY_ACTIVITIES with column ACTIVITY_NUMBER holds the existing value.	A value is required if you're: Creating an activity Updating or deleting an existing activity and you're not providing other values to identify the activity record. To update or delete an existing activity you must choose one of the following options to identify the record: The unique ID for the record (ActivityId). The activity number (ActivityNumber). The source system code and reference (OrigEntityNumber and OrigEntityCode).	A value is required if you're updating an existing activity and you're not providing other values to identify the activity record. To update or delete an existing activity you must choose one of the following options to identify the record: The unique ID for the record (ActivityId). The activity number (ActivityNumber). The source system code and reference (OrigEntityNumber and OrigEntityCode).
ObjectiveCode	The set of predefined objectives defined by the administrator	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)
ObjectiveFreefmtText	The objective in free form text as provided by the user.	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)
ObjectiveId	The internal identifier of the objective associated with the activity.	If no value is provided, the corresponding value from the Objectives production table is used.	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)	A value is required if you're associating a new objective to an activity and you're not providing other values to identify the objective record. You must choose one of the following options to identify the objective record: ObjectiveId Combination of ActivityId and (ObjectiveCode or ObjectiveFreefmtText)
OrigEntityCode	The code indicating the original source of the activity the activity to which the Objective is associated.	Valid values for upgraded records are TASK, APPOINTMENT, or INTERACTION. If the record was created in the Activity Management component, the value is ACTIVITY	Valid values for upgraded records are TASK, APPOINTMENT, or INTERACTION. If the record was created in the Activity Management component, the value is ACTIVITY.	Valid values for upgraded records are TASK, APPOINTMENT, or INTERACTION. If the record was created in the Activity Management component, the value is ACTIVITY.
OrigEntityNumber	The original unique identifier of the existing task, appointment, or interaction in the source system.	Valid values for upgraded records are TASK, APPOINTMENT, or INTERACTION. If the record was created in the Activity Management component, the value is ACTIVITY	Valid values for upgraded records are TASK, APPOINTMENT, or INTERACTION. If the record was created in the Activity Management component, the value is ACTIVITY.	Valid values for upgraded records are TASK, APPOINTMENT, or INTERACTION. If the record was created in the Activity Management component, the value is ACTIVITY.

Go to Navigator > Tools > Import Management > Import Objects, to see all the attributes of the activity objective object. The page also lists attribute information like type, length, description, and so on.

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:

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

2. Select the Activity Objective 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 activity objective 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 Activity Objective from the Object drop-down list.

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

5. You would see that 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.