1. Understanding Import and Export Management for Sales and Fusion Service
  2. How do I import my category data?

How do I import my category data?

You can use Import Management to create, update, or delete your category data.

You can import category records using these steps:

  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

You import category data into Oracle Applications Cloud from a CSV file containing your source data that's mapped to target Oracle Applications Cloud object attributes.

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've completed all the prerequisites for importing each attribute in your source data.
  • You've all parent records in place before importing child records.

Review Required Attributes and Validations for Category Object

To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Make sure that you provide valid values for these attributes so that they pass import validations inbuilt into the application.

This table lists the required attributes for category records, prerequisite setup tasks and specific validations, if any:

Review Required Attributes and Validations for Category Object

Attribute Description Prerequisite Setup Tasks or Import Validations Creating a Category Record Updating an Existing Category Record Deleting an Existing Category Record
CategoryId The unique identifier of the category, an auto generated number and primary key for this table. Must be a valid CategoryId when updating a category. Not Required Conditionally Required. Provide value if CategoryCode isn’t provided. Conditionally Required. Provide value if CategoryCode isn’t provided.
CategoryCode The public unique identifier of the category. Must be unique across all business units and application stripes. Required Conditionally Required. Provide value if CategoryId isn’t provided. Conditionally Required. Provide value if CategoryId isn’t provided.
CategoryName The name of the category. This field is displayed in the service request UI. None Required Not Required Not Required
CategoryShortName A short code for the category. This field is automatically set with the same value as the CategoryCode. Not Required Not Required Not Required
StripeCd The application stripe of the category. Must be one of the following values: ORA_SVC_CRM, ORA_SVC_HCM, ORA_SVC_HRHD, ORA_SVC_ISR. Conditionally Required. Provide value if you don’t want the default value of ORA_SVC_CRM. Not Required Not Required
BUOrgId The unique identifier of the business unit associated with the category. Manage Business Units under Setup and Maintenance. Required Not Required Not Required
ParentCategoryId The unique identifier of the parent category. Parent category must exist in the application. Conditionally Required. Provide value if importing a child category and ParentCategoryCode isn’t provided. Not Required Not Required
ParentCategoryCode The public unique identifier of the parent category. Parent category must exist in the application. Conditionally Required. Provide value if importing a child category and ParentCategoryId isn’t provided. Not Required Not Required

You can view the Category 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.

Note:
  1. If you're importing child categories, you must make sure that the parent category already exists in the application.
  2. To import category name for non primary languages, you must change the session language before importing. You can change the session language by navigating to Settings and Actions > Set Preferences > Language and Changing the Value for the Current Session.

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:

  1. Go to Navigator > Tools > Import Management > Import Objects.
  2. Select the Category object in the table and click Download.

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 the CSV file is ready, create an import activity to import the category information. To create an import activity:

  1. Go to Navigator > Tools > Import Management > Import Queue.
  2. Click Create Import Activity in the Manage Imports page.
  3. In the Enter Import Options page, provide a name for the import activity, and select Category from the Object drop-down list.
  4. Select the CSV file in the File Name field, and click Next.
  5. You'd see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
  6. Check the file for unmapped columns or data format issues by clicking Validate Data.
  7. Click Next.
  8. 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:

  1. Go to Navigator > Tools > Import Management > Import Queue.
  2. Click All Imports and search for the import activity that you created earlier.
  3. 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.