Import Your Case Data

How You Map Your Source Data to Target Object Attributes

To import your Case 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. 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 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 cases or are updating cases that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Case 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 Case records, required attributes for updating Case records, prerequisite setup tasks for the attributes, and specific validations, if any, for Case import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Case Record	Updating an Existing Case Record
CaseId	Indicates the case identifier	A valid primary key in the destination system. Either the CaseNumber or the CaseId should be entered. If both are entered, the CaseId is preferred.	Not required This is auto generated.	Optional Either the CaseNumber or the CaseId is required.
StatusTypeCd	Indicates the status type of the case	A valid value is required.	Optional The default value is ORA_SVC_ACTIVE.	Optional
StripeCd	Indicates the stripe code for the case	A valid value is required. The Lookup code that indicates the stripe code such as CRM, HCM, or PRM	Optional The default value is ORA_SVC_CRM.	Not required
StatusCd	Indicates the status of the case	A valid value is required.	Optional The default value is ORA_SVC_NEW.	Optional
PrimaryContactPartyNumber	The alternate key of the case primary contact	A valid PUID for the PrimaryContactPartyNumber in the destination system	Optional	Optional
PrimaryHouseholdPartyName	Indicates the name of the case primary household	A valid unique name in the destination system	Optional	Optional
PrimaryHouseholdPartyNumber	The alternate key of the case primary household	A valid PUID for the PrimaryHouseholdPartyNumber in the destination system	Optional	Optional
QueueName	The name of the queue associated with the case	A valid unique name in the destination system	Optional	Optional
QueueNumber	The alternate key of the queue associated to the case	A valid unique name in the destination system	Optional	Optional
ReportedByPartyNumber	The alternate key of the user who reported the case	A valid PUID for ReportedByPartyNumber in the destination system	Optional	Optional
LastUpdatedByPartyNumber	The alternate key of the user who last updated the case	A valid unique name in the destination system	Optional	Not required
Title	Indicates the title of the case	No validation	Required	Optional
AssigneePartyName	Indicates the party name of the case assignee	A valid unique name in the destination system	Optional	Optional
AssigneePartyNumber	The alternate key of the case assignee	A valid PUID for AssigneePartyNumber in the destination system	Optional	Optional
CategoryName	Indicates the name of the category associated with the case	A valid value in the destination system	Required	Not required
PrimaryContactPartyName	Indicates the name of the case primary contact	A valid unique name in the destination system	Optional	Optional
CaseCategoryId	Indicates the category of the case	A valid CaseCategoryId in the destination system	Optional	Optional
CreatedByPartyNumber	The alternate key of the user who created the case	A valid CreatedByPartyNumber for the case row in the destination system	Required	Not required
CaseNumber	Indicates the reference number of the case	A valid PUID for the case row in the destination system	Optional If required, provide the PUID for the source and destination systems.	Required

You can view the Case 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 Case 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 Case 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.