Import Your Public Sector Customer Cross Reference Data

You can invoice permitting and licensing applications through the Fusion Receivables product by importing customer accounts into Fusion Receivables and cross-referencing those permitting and licensing applications to the customer accounts using the Public Sector Customer Cross Reference record. You can use Import Management to create, update, or delete Public Sector Customer Cross Reference records.

You can import Public Sector Customer Cross Reference records using these steps:

Map your source Public Sector Customer Cross Reference 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 Public Sector Customer Cross Reference data you want to import.
Create the 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 Public Sector Customer Cross Reference 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 Public Sector Customer Cross References or are updating Public Sector Customer Cross References that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Public Sector Customer Cross Reference 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 Public Sector Customer Cross Reference records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Tasks or Import Validations	Creating an Public Sector Customer Cross Reference Record	Updating an Existing Public Sector Customer Cross Reference Record	Deleting an Existing Public Sector Customer Cross Reference Record
AgencyId	The unique identifier of the agency.	NA	Required	Required	Required
Classification	The customer type.	NA	Conditionally Required Either OptyId or OptyNumber is required.	Not Required	Not Required
RecordTypeId	The unique identifier of the record type.	NA	Conditionally Required Either OptyId or OptyNumber is required.	Not Required	Not Required
EstablishedDate	The establishment date of the customer.	NA	Required	Not Required	Not Required
StatusFlag	The status of the billing account.	NA	Required	Not Required	Not Required
TrxnCustXrefPuid	Customer reference public identifier on the cross reference table.	NA	Required	Conditionally Required. Provide either TrxnCustXrefPuid or RecordNumber.	Conditionally Required. Provide either TrxnCustXrefPuid or RecordNumber.
InvoiceSystemCd	Identifies the receivables application associated with invoices.	NA	Required	Not Required	Not Required
PartySiteName	Name of the party site.	NA	Required	Not Required	Not Required
RecordNumber	Public identifier of the parent record.	NA	Required	Conditionally Required. Provide either TrxnCustXrefPuid or RecordNumber.	Conditionally Required. Provide either TrxnCustXrefPuid or RecordNumber.

You can view the Public Sector Customer Cross Reference 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 Public Sector Customer Cross Reference 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 Public Sector Customer Cross Reference information.

To create an import activity, do the following:

In the Navigator, under Tools, click Import Management.
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 Public Sector Customer Cross Reference from the Object drop-down list.
In File Name, browse and upload the required .CSV file, and click Next.
In the Create Import Activity: Map Fields page edit the attribute mappings if required, and click Next.

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.