Import Your Associated Project Data

You can use Import Management to create or update associated projects records.

To import associated project records, perform the following tasks:

Map your source data to Oracle Applications Cloud object attributes.
Create source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import results.

How You Map Your Source Data to Object Attributes

To import your associated projects data into Oracle Applications Cloud, you must 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:

Complete all the prerequisites for importing each attribute in your source data.
Have all parent records in place before importing child records.

Select a Unique Identifier for Your Records

To import data into Oracle Applications Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Applications Cloud.

The preferred option to uniquely identify an object record is through the public unique identifier. If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the associated project object, the attribute is LinePUID.

Required Attributes and Validations for the Associated Project 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. The following table lists the required attributes for importing new associated project records, prerequisite setup tasks for the attributes, and specific validations, if any, for associated project import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating an Associated Project Record	Updating an Existing Associated Project Record
LinePuid	The unique PUID that identifies the contract line	This must be a valid contract line PUID.	Required	Not required
ExtSource	The external source of the associated project information.	This must be a unique combination of external source and key.	Required	Required
ExtKey	The external key of the associated project information.	This must be a unique combination of external source and key.	Required	Required
ProjectId	The ID of the project being associated with the contract line.	This must be a valid project ID.	A value is required if the project number isn't passed.	Not required
ProjectNumber	The number of the project being associated with the contract line.	This must be a valid project number.	A value is required if the project ID isn't passed.	Not required
TaskId	The ID of the task being associated with the contract line.	This must be a valid task ID.	A value is required if the task number isn't passed.	Not required
TaskNumber	The number of the task being associated with the contract line.	This must be a valid task number.	A value is required if the task ID isn't passed.	Not required

You can view the associated project object 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:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Associated Project 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 Associated Project from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
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.