How do I import compensation plan data?

You can use Import Management to create and update Compensation Plan records.

To import Compensation Plan Record 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 Compensation 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 must 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, 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.

Required Attributes and Validations for the Compensation Plan Record 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 creating and updating Compensation Plan records, prerequisite setup tasks for the attributes, and specific validations, if any, for Compensation Plan Record import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Compensation Plan Record	Updating an Existing Compensation Plan Record
Name	The name of the compensation plan.	None	Required	Not Required
CompensationPlanID	The unique identifier of the Compenstaion Plan generated internally.	None	Not Required	Required
ApprovalStatus	The status of the compensation plan in the approval process.	Possible values include APPROVED, NOT_APPROVED, PENDING, and REJECTED. Default value is NOT_APPROVED. A list of acceptable values is defined in the lookup CN_PLAN_APPR_STATUS.	Required	Not Required
AllowCreditCategoryOverlapFlag	Indicates whether a credit category can exist in multiple plan components within the compensation plan.	Possible values include N, or FALSE, and Y, or TRUE. The default value is FALSE. A list of acceptable values is defined in the lookup CN_ECAT_OVERLAP_FLAG.	Required	Not Required
OrgId	The unique ID of the business unit to which the compensation plan belongs.	Must be a valid business unit ID.	Required	Required
EndDate	The date on which the compensation plan becomes inactive.	Must be a valid date.	Required	Not Required
Description	Description of the compensation plan.	None	Not Required	Not Required
DisplayName	The name of the compensation plan that is displayed on the sales representative's user interface.	None	Not Required	Not Required
PlanDocumentTemplate	The name of the report template used to create a compensation plan.	None	Not Required	Not Required
TargetIncentive	The expected earnings (variable compensation) of a participant when all the objectives or goals in a plan are met. The default value is 0.	None	Not Required	Not Required

You can view the Compensation Plan object and its 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: Complete can't have a performance measure with status as Incomplete

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 Compensation Plan 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:

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 Compenstation Plan Flexifield from the Object drop-down list.

4. Select the CSV file in the File Name field, and click Next.

5. You would 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. Click Next.

7. 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.