Import Your Incentive Rule Assignment Data

You can use the import functionality to create, update, or delete Incentive Rule Assignment records.

You can import Incentive Rule Assignment records using these steps:

1. Map your source data to Oracle Applications Cloud object attributes. This way the import process would know where to insert each of the information bits.

2. Create the source CSV file with the Incentive Rule Assignment data you want to import.

3. Kick off an import activity.

4. Check the import results to know if the import went well.

How You Map Your Source Data to Target Object Attributes

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

Before you create the source data file, you should:

• Know how your source data attributes map to the target object attributes in Oracle Applications Cloud. Match each column from the source file to an attribute in the Incentive Rule Assignment import object.

• Finish all prerequisite steps, such as understanding what attributes are required for importing your objects.

• Know how you can uniquely identify the records.

• Check the target object attributes required in the CSV file for a successful import.

• Ensure that you don't insert duplicate Incentive Rule Assignments while importing, to avoid redundant data.

If you want to import only a few records, then you can create a single CSV file for all Incentive Rule Assignment attributes.

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 the public unique identifier to identify records. 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.

Required Attributes and Validations for Incentive Rule Assignment 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 Incentive Rule Assignment records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating an Incentive Rule Assignment record	Updating an Existing Incentive Rule Assignment record	Deleting an Existing Incentive Rule Assignment record
RuleNumber	PUID of the rule	The RuleNumber should exist.	A value is required if the Name isn't provided.	A value is required if the Name isn't provided.	A value is required if the Name isn't provided.
Name	Name of the rule	The Rule name should exist.	A value is required if the RuleNumber isn't provided.	A value is required if the RuleNumber isn't provided.	A value is required if the RuleNumber isn't provided.
AssignedObjectType	The type of the object assigned to the rule.	A value is required only when importing credit rules. Values can be INDIVIDUAL or PARTICIPANT_ON_TXN.	Optional	Optional	Optional
AssignedObjectId	The unique internal identifier of the object being assigned to the rule. For credit, rollup and team rules, the object is participant. For classification rules, the object is credit category. For Participant assignment rules, the object is role. For analyst hierarchy, the object is analyst.	This is validated against the corresponding object depending on the type of rule assignment being imported.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.
AssignedObjectName	The name of the object being assigned to the rule. For credit, rollup and team rules, the object is participant. For classification rules, the object is credit category. For Participant assignment rules, the object is role. For analyst hierarchy, the object is analyst.	This validated against the corresponding object depending on the type of rule assignment being imported.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.
EmailAddress	The Email address of the participant. This is applicable only when the object is a participant.	This is validated against the participant's email address.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.
HrPrimaryWorkerNumber	The Worker Number of the participant. This is applicable only when the object is a participant.	This is validated against the worker number of the participant.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.
HrPersonNumber	The Person Number of the participant. This is applicable only when the object is a participant.	This is validated against the person number of the participant.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber When the object is a participant, provide one among EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, or PartyNumber.
PartyNumber	The Party Number of the participant. This is applicable only when the object is a participant.	This is validated against the party number of the participant.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.	Provide one of the following : AssignedObjectId AssignedObjectName EmailAddress HrPrimaryWorkerNumber HrPersonNumber PartyNumber EmailAddress, HrPrimaryWorkerNumber, HrPersonNumber, and PartyNumber are only valid for participants.
StartDate	The start date of the rule assignment, if applicable to the object.	None	Required	Required	Required
EndDate	The end date of the rule assignment, if applicable to the object.	None	Optional	Optional	Optional
SplitPct	The percentage split applicable to the participant assigned to the credit rule.	None	Required for credit rules	Optional	Optional
RevenueType	The revenue type applicable to the participant assigned to the credit or rollup rule.	The valid values are the lookup codes setup for lookup type CN_RS_REVENUE_TYPE. This is applicable only to credit and rollup rules.	Required for credit and rollup rules.	Optional	Optional
RollupFlag	Option to determine if direct credit should be rolled up to every individual on parent rules. This is applicable only to credit rules.	The valid values are Y and N.	Required for credit rules	Optional	Optional
SummaryFlag	Option to determine if credits should be summarized. This is applicable to direct credit and rollup rules.	The valid values are Y and N.	Required for credit and rollup rules.	Optional	Optional
GroupMemberCreditFlag	Option to determine if the member gets credit from any direct credit receivers in group or child groups. This is applicable to rollup rules.	The valid values are Y and N.	Required for rollup and hierarchy analyst rules	Optional	Optional
RuleAssignmentId	The unique internal identifier of the Rule Assignment record.	This validates against the Rule Assignment table when you update and delete incentive rule assignment records.	Leave this blank.	Optional	Optional
ActionCode	Indicates explicitly the operation to be performed on a row: INSERT to create a new record in the destination tables UPDATE to update an existing record in the destination table DELETE to delete the record.	The value can be blank, UPDATE, or DELETE.	Optional Leave this blank.	Required Enter the value as UPDATE.	Required Enter the value as DELETE.

Go to Navigator > Tools > Import Management > Import Objects, to see all the attributes of the Incentive Rule Assignment object. The page also lists attribute information like type, length, description, and so on.

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 Incentive Rule Assignment 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 Incentive Rule Assignment information. To create an import activity:

1. Go to Navigator > Tools > Import Management > Import Incentive Rule Assignment.

2. On the Manage Imports page, click Create Import Activity.

3. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Incentive Rule Assignment 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 Go to Navigator > Tools > Import Management > Import Incentive Rule Assignment.

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.