Import Your Service Profile Data

To import Service Profile records, perform the following tasks:

Map your source data to Oracle Applications Cloud object attributes.
Create source Comma Separated Values (CSV) file for import.
Create the import activity.
Review the import results.

How You Map Your Source Data to Target Object Attributes

To import your Service Profile data into Oracle Applications Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Applications Cloud.

You need to 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 setups are done, if applicable.
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 cases or are updating cases that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Service Profile 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 importing new Service Profile records, required attributes for updating or deleting Service Profile records, prerequisite setup tasks for the attributes, and specific validations, if any, for Service Profile import:

Attributes	Description	Prerequisite Setup Task/Import Validation	Creating a Service Profile record	Updating a Service Profile record	Deleting a Service Profile record
PartySiteId	The site address of the service profile.	The value must exist in the HZ_PARTY_SITES table, column PARTY_SITE_ID. The PARTY_SITE_ID should be child record of CUSTOMER_PARTY_ID.	Required. Either PartySiteId or PartySiteNumber is required	Not Required	Not Required
CustomerPartyId	The customer having the service profile.	The value must exist in the HZ_PARTIES table, column PARTY_ID.	Required. Either CustomerPartyId or CustomerPartyNumber is required	Not Required	Not Required
ServiceProfileId	The unique identifier of the service profile.	A valid primary key in the destination system. Either the ServiceProfileNumber or the ServiceProfileId should be entered. If both are entered, the ServiceProfileId is preferred.	Not Required	Conditionally Required. Provide value if the ServiceProfileNumber isn't provided.	Conditionally Required. Provide value if the ServiceProfileNumber isn't provided.
ServiceProfileNumber	The PUID of the service profile.	A valid unique PUID for the Service Profile in the destination system.	Required. If not passed it will be defaulted to PartySiteNumber of the PartySiteId	Conditionally Required. Provide value if the ServiceProfileId isn't provided.	Conditionally Required. Provide value if the ServiceProfileId isn't provided.
ServiceProfileName	The name of the service profile.	User defined name for the Service Profile.	Required. If not passed, it will be defaulted to <Customer Name> (<PartySiteNumber>).	Optional	Optional
StatusCd	Indicates whether the service profile is active.	A valid value is required.	Required. If not passed, it will be defaulted to ORA_SVC_ACTIVE.	Optional Pass ORA_SVC_INACTIVE to set the status to Inactive.	Not Required
StripeCd	Indicates the type of service implementation for the service profile. For example, CRM or Internal Help Desk service profile.	A valid value is required.	Required. If not passed, it will be defaulted to ORA_SVC_CRM.	Not Required	Not Required
TypeCd	The type of service profile.	A valid value is required.	Required. If not passed, it will be defaulted to ORA_SVC_SITE.	Not Required	Not Required
PartySiteNumber	The PUID of the service profile site address.	The value must exist in the HZ_PARTY_SITES table, column PARTY_SITE_NUMBER.	Required. Either PartySiteId or PartySiteNumber is required	Not Required	Not Required
CustomerPartyNumber	The PUID for the customer party of the service profile.	The value must exist in the HZ_PARTIES table, column PARTY_NUMBER.	Required. Either CustomerPartyId or CustomerPartyNumber is required	Not Required	Not Required
BillToCustomerId	The customer to be billed for work performed for the service profile.	The value must exist in the HZ_PARTIES table, column PARTY_ID.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
BillToCustomerPartyNumber	The PUID for the customer to be billed for work performed for the service profile.	The value must exist in the HZ_PARTIES table, column PARTY_NUMBER.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
BillToCustomerAccountId	The customer account to be billed for work performed for the service profile.	The unique identifier of the BillingCustomerAccountId and should belong to BillingAccount.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
BillToCustomerAccountNumber	The PUID for the customer account to be billed for work performed for the service profile.	The public unique identifier of the BillingCustomerAccount and should belong to Billing Account.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
BillToCustomerAccountSiteId	The customer account site to be billed for work performed for the service profile.	The unique identifier of the BillingCustomerAccountSiteId and should belong to BillingCustomerAccount.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
BillToPartySiteId	The party site to be billed for work performed for the service profile.	The unique identifier of the Billing PartySiteId.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
BillToPartySiteNumber	The PUID for the party site that will be billed for work performed for the service profile.	The public unique identifier of the Billing PartySiteNumber.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required
PrimaryContactPartyId	The primary contact of the service profile.	The value must exist in the HZ_PARTIES table of Contact PartyType, column PARTY_ID.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not required
PrimaryContactPartyNumber	The party number of the service profile primary contact.	The public unique identifier of the PrimaryContactPartyId.	Conditionally required A valid value is required if passed.	Conditionally required A valid value is required if passed.	Not Required

You can view the Service Profile object 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 Service Profile 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 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 Service Profile 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.