Import Your Campaign Member Data

You can use Import Management to create or update Campaign Member records.

To import Campaign Member 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 Target Object Attributes

To import your Campaign Member 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 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, 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. 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.

Required Attributes and Validations for Campaign Member 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. This table lists the required attributes for importing new Campaign Member records, required attributes for updating Campaign Member records, prerequisite setup tasks for the attributes, and specific validations, if any, for Campaign Member import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Campaign Member Record	Updating an Existing Campaign Member Record
CampaignMemberId	The primary key of the campaign member.	No Validation	Required Auto-generated	Either CampaignMemberId or CampaignMemberNumber is required.
CreatedByModule	The module used to create the campaign member.	No Validation	Not Required	Not Required
CampaignCampaignNumber	The Campaign PUID associated with the campaign member row.	Identify the Campaign Number by exporting the Campaign objects.	Not Required	Not Required
MemberResponseDate	The date when the campaign member responded to the campaign.	No Validation	Required	Required
ContactPartyNumber	The contact party number of the campaign member.	Identify the Party Number for Contact by exporting the Contact party associated with the campaign member. Either provide the Lead Number or Contact Number value.	Required	Required
LeadLeadNumber	The lead number for the campaign member.	Identify the Party Number for Lead by exporting the Lead party associated with the campaign member. Either provide the LeadNumber or the Contact Number.	Required	Required
CampaignId	The unique identifier of the campaign.	Identify the Campaign Id by exporting the Campaign objects.	Required	Required
CampaignNumber	The PUID of the campaign.	Identify the Campaign Number by exporting the Campaign objects.	Not Required	Not Required
CampaignMemberNumber	The PUID of the campaign member.	No Validation	Not Required	Required

You can view the Campaign Member 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 Navigator > Tools > Import Management > Import Objects.
Select the Campaign Member 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 Campaign Member 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 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.