Import Your Sales Territory Period Quota Data

You can use the import functionality to create or update Sales Territory Period Quota records.

You can import Sales Territory Period Quota 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 Sales Territory Period Quota 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 Sales Territory Period Quota 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 Sales Territory Period Quota 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 Sales Territory Period Quota 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 Sales Territory Period Quota 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 Sales Territory Period Quota 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 one of these to identify records:

Public unique identifiers: You can't create Sales Territory Period Quota records. If you're updating 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 Sales Territory Period Quotas or are updating Sales Territory Period Quotas that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Sales Territory Period Quota 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 Sales Territory Period Quota records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Period Quota record	Updating an Existing Sales Territory Period Quota record
QuotaPlanName	Name of the Quota Plan	Quota plan has to be in Active status and tracked.	Not applicable You can't create a Sales Territory Period Quota record.	Not updatable
TerritoryNumber	Territory number for which the period data is imported	The territory must exist and be non-excluded.	Not applicable You can't create a Sales Territory Period Quota record.	Not updatable
PeriodName	Period for which data is imported	The calendar setup for the year.	Not applicable You can't create a Sales Territory Period Quota record.	Not updatable
TerritoryPeriodQuota	Quota value to be imported	Enter a positive number.	Not applicable You can't create a Sales Territory Period Quota record.	This is updatable, if the Territory Quota is in "Not Published" status.

Go to Navigator > Tools > Import Management > Import Objects, to see all the attributes of the Sales Territory Period Quota 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 Sales Territory Period Quota 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 Sales Territory Period Quota information. To create an import activity:

Go to Navigator > Tools > Import Management > Import Queue.
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 Sales Territory Period Quota 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.