1. Understanding Import and Export Management for Sales and Fusion Service
  2. Import Your Asset Contact Data

Import Your Asset Contact Data

You can use Import Management to create, update, or delete your asset contact data.

You can import asset contact records using these steps:

  1. Map your source asset contact 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 asset contact 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 asset contact data into Oracle Applications Cloud from a CSV file with your source data that's mapped to target object attributes.

Before you create the source data file, you should:

  • Know how your source data attributes map to the target object attributes in Oracle Applications Cloud. Match each column from the source file to an attribute in the asset import object.

  • Finish all prerequisite steps, such as understanding what attributes are required for importing your objects.

  • Know how you can uniquely identify the records.

  • Check the target object attributes 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 each attribute in your source data. For example, when using source system reference information to identify your asset records, the source system of the asset object should be enabled for parties in the Manage Trading Community Source Systems task.

  • You have all the parent records in place before importing child records. For example, when importing the asset contact, ensure the asset exists.

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 asset object, the attribute is AssetNumber and shows up in the UI as Asset Number. 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 accounts or are updating accounts that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Asset Contact Object

To import data 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 asset contact records, prerequisite setup tasks for the attributes, and specific validations, if any.

Attribute

Description

Prerequisite Setup Task/ Import Validations

Creating an Asset Contact record

Updating an Existing Asset Contact record

ContactPartyId

Unique party identifier representing a contact.

The party must exist.

Required

Required

AssetId

The unique ID for the existing asset record in the destination table.

An asset record with the Asset ID should exist.

Conditionally required when you don't provide the Asset Number.

Conditionally required when you don't provide the Asset Number.

AssetNumber

The unique ID for the existing asset record in the destination table.

An asset record with the Asset Number should exist.

Conditionally required when you don't provide the Asset ID.

Conditionally required when you don't provide the Asset ID.

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

Create the Source CSV File

You include the data you want to import into Oracle Applications Cloud in a CSV file.

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

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

  2. Select the Asset Contact object in the table and click Download.

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

AssetNumber

ContactPartyId

ContactFunctionCode

900546

300000018487543

ORA_ZCM_ASSET_MANAGER

900604

300000018487544

ORA_ZCM_MAINTENANCE_ENGINEEER

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 asset information.

To create an import activity:

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

  2. Click Create Import Activity button on the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select Asset Contact 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. Click Next.

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

  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 Import Activity page. This page has 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. The Import Status column shows the status of the import activity.

  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.