Import Your Opportunity Revenue Data

You can use the Import Management to create, update, or delete opportunity revenue records.

You can import opportunity revenue records using these steps:

Map your source opportunity revenue 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 opportunity revenue 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

To import your opportunity revenue 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:

Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
Ensure prerequisite steps are complete, such as understanding what attributes are required for importing your objects.
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 opportunity revenues or are updating opportunity revenues that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Opportunity Revenue 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 revenue records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Tasks or Import Validations	Creating an Opportunity Revenue Record	Updating an Existing Opportunity Revenue Record	Deleting an Existing Opportunity Revenue Record
RevnId	The unique identifier of the summary revenue for this Opportunity.	Not applicable	Not Required	Conditionally Required Either RevnNumber or RevnId must be passed for identifying a record of Opportunity revenue. If both are passed then only the RevnId field is checked. Not passing either of these results in error.	Conditionally Required Either RevnNumber or RevnId must be passed for identifying a record of Opportunity revenue. If both are passed then only the RevnId field is checked. Not passing either of these results in error.
OptyId	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: Offering: Sales Functional Area: Data Import and Export Task: Schedule Export Processes	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.	Conditionally Required	Conditionally Required
RevnNumber	Revenue Number - The opportunity revenue's unique identifier value.	Identify the Revenue Number for an existing opportunity revenue using the Revenue Management work area and by exporting the Revenue object by navigating to the following in the Setup and Maintenance work area: Offering: Sales Functional Area: Data Import and Export Task: Schedule Export Processes	Not Required	Conditionally Required Either RevnNumber or RevnId must be passed for identifying a record of Opportunity revenue. If both are passed then only the RevnId field is checked. Not passing either of these results in error.	Conditionally Required Either RevnNumber or RevnId must be passed for identifying a record of Opportunity revenue. If both are passed then only the RevnId field is checked. Not passing either of these results in error.
BUOrgId	The unique identifier of the business unit.	Not applicable	Required	Do not provide	Do not provide
RevnAmountCurcyCode	Currency - The code that represents the currency of the opportunity amount.	You can view valid currency codes by navigating to the following in the Setup and Maintenance work area: Offering: Sales Functional Area: Sales Foundation Task: Manage Currencies	Required	The attribute is neither required nor conditionally required.	The attribute is neither required nor conditionally required.

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

Note: To update multiple revenue lines belonging to the same opportunity, you must increase the import commit size in the profile option ZCA_STANDARD_IMPORT_COMMIT_SIZE. It is recommended that you set the value to an optimum level based on your requirements.

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 Opportunity Revenue 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.

Note: When you add a product or a product group, a separate line will be added in the opportunity revenue. However, you can't add both the product and the product group simultaneously. You need to use separate requests to add multiple products and product groups.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the opportunity revenue 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 Opportunity Revenue 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.