Import Your Business Plan Team Data

Use this topic to import Business Plan Team data into Oracle Applications Cloud. You can use the import functionality to create or update Business Plan Team records.

To import Business Plan Team records, perform the following tasks:

1. Map your source data to Oracle Applications Cloud object attributes.

2. Create source Comma Separated Values (.csv) file for import.

3. Create the import activity.

4. Review the import results.

How You Map Your Source Data to Target Object Attributes

To import your Business Plan Team 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 need to set certain options for some attributes in the application before you can populate them. When importing a child record, ensure that its parent record exists in the database.

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 Team object, this attribute is BusinessPlanResourceId.

• 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 Business Plan Team object, the attribute is BusinessPlanResourceNumber.

Required Attributes and Validations

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 Team records, required attributes for updating Business Plan Team records, prerequisite setup tasks for the attributes, and specific validations, if any, for Business Plan Team import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Business Plan Team Record	Updating an Existing Business Plan Team Record
ResourceId	Specifies the resource added to the business team plan	Long	18	None	Required	Not required
BusinessPlanId	Specifies the parent record ID for which this child record is being created	Long	18	None	Required	Not required
BusinessPlanResourceNumber	A unique number that identifies the business plan	String	230	None	Not required	Required
ResourceNumber	A unique identifier that identifies the resource (team member) number	String	30	None	Either the ResourceNumber or the ResourceId is required when creating a record.	Not required.
BusinessPlanResourceId	The unique identifier of the business plan	Long	18	None	Not required	Either the BusinessPlanResourceId or the BusinessPlanResourceNumber is required to update the records.
BusinessPlanNumber	A unique number that identifies the business plan	String	64	None	Either the BusinessPlanResourceId or the BusinessPlanResourceNumber is required to create the records.	Not required.

You can view the Business Plan Team 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

The .CSV file is provided as input to the file-based data import process. You must populate the .CSV file with the data you want to import into Oracle Applications Cloud.

You can either create a CSV file on your own or use templates available in preexisting mappings. To download a template, do the following:

1. In the Navigator, under Tools, click Import Management.

2. Click Import Objects tab to open the Import Object Details page.

3. Select the object you're interested in the Import Object Details page and click the Download icon next to that object name.

4. Save the template CSV file to a location on your desktop.

You must edit the template CSV file and provide valid values for the required attributes. You can attach different types of files, giving each file a specific description.

MemberFunctionCode	ResourceId	BusinessPlanNumber
ORA_BUS_DEVELOPMENT	100010032635399	myBP_0173

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:

1. In the Navigator, under Tools, click Import Management.

2. On the Manage Imports page, click Create Import Activity.

3. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Business Plan Team from the Object drop-down list.

4. In File Name, browse and upload the required .CSV file, and click Next.

5. In the Create Import Activity: Map Fields page edit the attribute mappings if required, and click Next.

   Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.

6. In the Create Import Activity: Review and Submit page, click Submit.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do as follows:

1. In the Navigator, under Tools, click Import Management.

2. On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.

3. Check the Status column for the import activity. The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.