Import Your Geography Zone Data

You can use Import Management to create, update, or delete Geography Zone records. Zones are geographical boundaries for a zone type, for example, the San Jose Tax zone. Zones are based on the master reference geography hierarchy data.

To import Geography Zone 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 Geography Zone 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:

  • Your CSV file is ready.
  • You have created the Geography Type in the UI.
  • 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 How You Use Alternate Keys to Import Records

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

Required Attributes and Validations for Geography Zone Object

Attribute Description Prerequisite Setup Task/Import Validation Creating a Geography Zone Record Updating a Geography Zone Record Deleting a Geography Zone Record
ZoneName The name of the zone. NA Required Conditionally Required. Either Zone Name or Zone Geography ID must be provided. Conditionally Required. Either Zone Name or Zone Geography ID must be provided.
ZoneType The type of the zone. Zone type must be created before importing. Required Required Required
ZoneCode The code of the zone. NA Required Required Required
ZoneGeographyUse

The usage of geography zone. Value is from lookup type ORA_HZ_GEO_USAGE. Sample values are TAX, SHIPPING, ORA_COMPENSATION and ORA_SERVICE. You can’t pass multiple Geography Usage in single CSV input. One CSV should have data for one usage only. You can’t pass multiple Geography Usage in single CSV input. One CSV should have data for one usage only.

NA Required Required Required
ZoneGeographyId The unique identifier of the zone geography. NA Not Required Conditionally Required. Either Zone Name or Zone Geography ID must be provided. Conditionally Required. Either Zone Name or Zone Geography ID must be provided.

You can view the Geography Zone 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:
  • You can only export the Geography Zone data which are linked to Geographies. Zone data which do not have any Geography data will not get exported.
  • "PrimaryRecordNum" is an internal column and can’t be used to import or export Geography Zones.
  • Once you delete the data it can’t be restored. It’s recommended to have a backup of the existing data before deleting using export management.

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 CSV templates available in the Import Objects UI page to create the source CSV file. To download a CSV template:

  1. Go to Navigator > Tools > Import Management > Import Objects.

  2. Select the Geography Zone 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

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 Geography Zone from the Object drop-down list.

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

  5. 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.