Import Your Goal Data

How You Map Your Source Data to Target Object Attributes

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

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

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Goal Record	Updating an Existing Goal Record
GoalId	The unique identifier of the goal	No validation	Not required This is auto generated.	Conditionally required Either the GoalId or the GoalNumber is required.
OwnerNumber	The unique alternate identifier of the resource who owns and manages the goal	The resource should exist.	Required This is auto defaulted to creator.	Not required
KPINumber	The unique alternate identifier of the KPI selected for the goal	The KPI should exist.	Required Either the KPIId or the KPINumber is required.	Not required
GoalName	The name of the goal	No validation	Required	Not required
OwnerId	The unique identifier of a valid employee resource who owns and manages the goal	The resource must exist.	Not required This is auto defaulted to creator.	Not required
KPIId	The unique identifier of the KPI selected for the goal	The KPI record should exist.	Either the KPIId or the KPINumber is required	Not required
StartDate	The start date of the goal	The current date and time or a future date	Required	Not required
EndDate	The end date of the contest	This must be later than the start date.	Required	Not required
Frequency	The interval of repetition of the goal such as daily, weekly, monthly, and so on	This must be a valid lookup code value from the lookupType ORA_ZCA_GOAL_FREQUENCY.	Required	Not required
GoalNumber	The unique alternate identifier for the goal	No validation	Not required This is auto generated.	Conditionally required Either the GoalId or the GoalNumber is required.

You can view the Goal 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 Goal 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 Goal 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.