Import Your Incentive Rules Data

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

You can import Incentive Rule records using these steps:

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.
Create the source CSV file with the Incentive Rule data you want to import.
Kick off an import activity.
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 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 Rules 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 Rules 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 Rules attributes. However if you want to import a large number of records, then you may decide to create multiple CSV files, one for each of the Incentive Rule child objects. Note that you must have imported the CSV file for Incentive Rules object successfully before trying to import the CSV files for the child objects. There are separate help topics describing how to import each of these child objects.

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 Rules 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 records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating an Incentive Rule record	Updating an Existing Incentive Rule record	Deleting an Existing Incentive Rule record
OrgName	The name of the business unit	To find the business unit, navigate to the following in the Setup and Maintenance work area: Offering: Sales Function Area: Data Import and Export Task: Manage Business Units In the Search results area, search for the name and select the name that's displayed. Note: Export the results to a spreadsheet. Use this information to identify and assign the business unit values to the data you're preparing.	Required	Required	Required
UsageName	Indicates the incentive rule usage	The valid values are: Crediting Rollup Hierarchy Classification Participant Assignments Team Analyst Hierarchy	Required	Required	Required
RuleNumber	PUID of the rule	None	Optional	A value is required if the Name isn't provided.	A value is required if the Name isn't provided.
Name	The name of the rule	None	Required	A value is required if the RuleNumber isn't provided.	A value is required if the RuleNumber isn't provided.
Description	A brief description of the rule	None	Optional	Optional	Optional
StartDate	The start date of the rule	This must be in the open period.	Required	Optional	Optional
EndDate	The end date of the rule	This must be in the open period.	Required	Optional	Optional
EnabledFlag	Option to either enable or disable the rule	Y or N	Optional	Optional	Optional
Rank	The rank of the rule	None	Optional	Optional	Optional
NumWinners	The number of winners for this rule.	None	Optional	Optional	Optional
ParentRuleNumber	The rule number of the parent rule.	This must be an existing rule number or a rule number that's created in the same file.	Optional for the topmost rule in the hierarchy	Optional	Optional
ParentName	The rule name of the parent rule.	This must be an existing rule name or a rule name that's created in the same file.	Optional for the topmost rule, if the rule has no parent in the hierarchy	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 or one of the following: UPDATE DELETE DELETE HIERARCHY	Optional Leave this blank.	Optional Either leave this blank or enter UPDATE.	Required The value should be DELETE for a leaf node or DELETE HIERARCHY for the rule hierarchy

Go to Navigator > Tools > Import Management > Import Objects, to see all the attributes of the Incentive Rules 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:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Incentive Rules 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 Rules information. To create an import activity:

Go to Navigator > Tools > Import Management > Import Incentive Rules.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Incentive Rules 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 Go to Navigator > Tools > Import Management > Import Incentive Rules.
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.