How do I import opportunity data?
You can use the Import Management to create, update, or delete opportunity records.
You can import opportunity records using these steps:
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Map your source opportunity data to Oracle Applications Cloud object attributes. This way the import process would know where to insert each of the information bits.
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Create the source CSV file with the opportunity data you want to import.
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Kick off an import activity.
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Check the import results to know if the import went well.
How You Map Your Source Data to Target Object Attributes
To import your opportunity data into Oracle Applications Cloud, you must 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:
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Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
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Ensure prerequisite steps are complete, such as understanding what attributes are required for importing your objects.
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Understand your options for uniquely identifying the records.
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Ensure parent records exist before importing child records.
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Identify the target object attributes that are required in the .csv file for a successful import
To better manage your opportunity information, the opportunity object has the following child objects:
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Opportunity Competitor
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Opportunity Contact
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Opportunity Lead
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Opportunity Partner
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Opportunity Revenue
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Opportunity Source
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Opportunity Team Member
If you want to import only a few records, then you can create a single CSV file for all opportunity 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 opportunity child objects. Note that you must have imported the CSV file for opportunity 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. For more information, see the related topics section.
Before You Start
You must do some basic checks before starting your import. For example, make sure that:
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You have completed all the prerequisites for importing each attribute in your source data.
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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:
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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.
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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 opportunities or are updating opportunities that have source system reference data, then provide the source system and source system reference values.
Required Attributes and Validations for Opportunity 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 opportunity records, prerequisite setup tasks and specific validations, if any:
Attribute |
Description |
Prerequisite Setup Tasks or Import Validations |
Creating an Opportunity Record |
Updating an Existing Opportunity Record |
Deleting an Existing Opportunity Record |
---|---|---|---|---|---|
Business Unit ID |
The business unit that owns the opportunity transaction. If a value isn't provided, then the business unit ID is set to a default value based on the signed in user details. |
Not applicable |
Required |
Do not provide |
Do not provide |
Name |
Opportunity Name - The name that identifies the opportunity. |
Not applicable. |
Required |
Required |
The attribute is neither required nor conditionally required. |
OptyId |
Opportunity ID - The unique ID for the existing opportunity record in the destination table. |
You can obtain the OptyID for an existing opportunity by exporting the Opportunity object by navigating to the following in the Setup and Maintenance work area:
|
Conditionally Required Either OptyId or OptyNumber is required. |
Conditionally Required |
Conditionally Required |
OptyNumber |
The public unique identifier of the opportunity. |
Not applicable. |
Conditionally Required Either OptyId or OptyNumber is required. |
Do not provide. |
Conditionally Required |
- The profile options MOO_CLOSE_COMP_REQD and MOO_CLOSE_WINLOSS_REQD can be
configured to enforce the Competitor and
Winloss
Reason Code to be required if the Status is closed. - You can only import into the
Effective Date
field and not in theActual Close Date
field.
Go to
, to see all the attributes of the opportunity 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:
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Go to
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Select the Opportunity object in the table and click Download.
You can now edit the downloaded file and provide valid values for the required attributes.
Create the Import Activity
After you have the CSV file ready, create an import activity to import the opportunity information. To create an import activity:
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Go to
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Click Create Import Activity in the Manage Imports page.
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In the Enter Import Options page, provide a name for the import activity, and select Opportunity from the Object drop-down list.
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Select the CSV file in the File Name field, and click Next.
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You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
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Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
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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:
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Go to
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Click All Imports and search for the import activity that you created earlier.
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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.