Import Your Business Plan Data
You can use Import Management to create, update, or delete your business plan data.
You can import business plan records using these steps:
-
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 Target Object Attributes
To import your Business 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:
-
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.
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. For example, when importing the address of an account, ensure the account exists.
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 options to uniquely identify an object record are as follows:
-
Internal ID: If you're identifying a record that already exists in Oracle Applications Cloud, then you can use the internal ID of the record, a system-generated unique identifier Attributes with "ID" in the attribute name are typically internal IDs. You can determine the internal ID of a record by exporting Oracle Applications Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Business Plan object, this attribute is BusinessPlanId.
-
Public unique identifiers: 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 BusinessPlan object, the attribute is BusinessPlanNumber.
Review Required Attributes and Validations for Business 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.
The following table lists the required attributes for importing new Business Plan records, required attributes for updating Business Plan records, prerequisite setup tasks for the attributes, and specific validations, if any, for Business Plan import:
Attribute |
Description |
Data Type |
Data Length |
Prerequisite Setup Task/ Import Validations |
Creating a Business Plan record |
Updating an Existing Business Plan record |
---|---|---|---|---|---|---|
BusinessPlanId |
Unique Identifier |
Long |
18 |
None |
Not required |
Required |
BusinessPlanNumber |
Public Unique Identifier |
String |
64 |
None |
Not required |
A value is required either for BusinessPlanId or for BusinessPlanNumber. |
PeriodTypeCode |
Period Type such as Year, Quarter, or Period |
String |
30 |
Use the Manage Calendar Profile Option task to set a value for ZCA_COMMON_CALENDAR. |
Required |
Not Required |
StatusCode |
Status of the BusinessPlan such as ORA_DRAFT, ORA_APPROVED |
String |
30 |
None |
Required |
Not required. |
PeriodEndDisplayName |
End Period Display Name |
String |
60 |
None |
Required |
Not required. |
PeriodStartDisplayName |
Start Period Display Name |
String |
60 |
None |
Required |
Not required. |
Name |
Unique name of the business plan |
String |
60 |
Enter a unique value. |
Required |
Not required. |
BusinessPlanClassCode |
Class of the business plan such as Account or Partner |
String |
20 |
Navigate to the following in the Setup and Maintenance Work area:
The default value is PARTNER. |
Required |
Not required. |
PartnerId |
Internal identifier of the Partner |
Long |
18 |
Enter the PartnerId if you select the BusinessPlanClassCode as PARTNER. |
A value is required, if you don't specify the PartnerNumber. |
Not required |
PartnerNumber |
Public unique identifier of the Partner |
String |
30 |
Enter the PartnerId if you select the BusinessPlanClassCode as PARTNER. |
A value is required, if you don't specify the PartnerId. |
Not required |
CustomerId |
Internal identifier of the Account |
Long |
18 |
Enter the PartnerId if you select the BusinessPlanClassCode as PARTNER. |
A value is required, if you don't specify the CustomerNumber. |
Not required |
CustomerNumber |
Public unique identifier of the Account |
String |
30 |
Enter the CustomerId or the CustomerNumber, if you select the BusinessPlanClassCode as ACCOUNT. |
A value is required, if you don't specify the CustomerId. |
Not required |
You can view the Business 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:
-
Go to
. -
Select the Contact 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
To import data into Oracle Applications Cloud, you need to create an import activity and provide the CSV file as an input to the activity.
To create an import activity, do the following:
-
Go to
. -
Click Create Import Activity in the Manage Imports page.
-
In the Enter Import Options page, provide a name for the import activity, and select Business Plan 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
. -
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.