Import Your SmartText Data

You can use Import Management to create, update, or delete SmartText records.

To import SmartText records, perform the following tasks:

  1. Map your source data to Oracle Applications Cloud object attributes.

  2. Create source Comma Separated Values (CSV) file for import.

  3. Create the import activity.

  4. Review the import results.

How You Map Your Source Data to Object Attributes

To import your SmartText 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 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 any prerequisite setups are completed.

  • 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

To import data into Oracle Applications Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Applications Cloud.

The preferred options for uniquely identifying an object record are as follows:

  • Internal ID: If you're identifying a record that already exists in Oracle Applications Cloud, then you can use the internal ID of the record, a system-generated unique identifier Attributes with "Id" in the attribute name are typically internal IDs. You can determine the internal ID of a record by exporting Oracle Applications Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the SmartText object, this attributes is StdTxtId.

  • Public unique identifiers: If you are creating new records, then you can provide a user-friendly public unique identifier (PUID) which is an attribute denoted with 'Number'. For the SmartText object, the attribute is StdTxtUniqueNumber. If you update a record for which you have previously provided a StdTxtUniqueNumber, you can use the StdTxtUniqueNumber attribute to identify the record.

Required Attributes and Validations for SmartText 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 SmartText records, required attributes for updating SmartText records, prerequisite setup tasks for the attributes, and specific validations, if any, for SmartText import:

Attribute

Description

Data Type

Data Length

Prerequisite Setup Task/ Import Validations

Creating a Smart Text Record

Updating an Existing Smart Text Record

StdTxtId

The unique Id for the existing SmartText record in the Oracle Fusion destination table.

Number

18

No Validation

Not required

Conditionally required

A value is required if you're updating an existing Smart Text and you're not providing the Standard Text Unique Number.

StdtxtName

Name of the SmartText

Varchar

50

Validation is performed for the creation of a SmartText to ensure the following combination of values doesn't exist:

  • StdtxtName

  • Registry ID

  • Domain

  • StripeCd

  • BuOrgId

Required

Not required

StdTxtUniqueNumber

The public unique identifier (PUID) used to identify a SmartText. You can configure the standard text unique number to a format that is most suitable to the need of your organization.

Varchar

30

Validation performed for the creation of a smarttext, ensuring the smart text unique number isn't already in use.

Not required

You can accept system generated values or provide a unique value according to your organizational business needs.

Conditionally required

A value is required if you're updating an existing Smart Text and you're not providing the Smart Text Identifier (StdTxtId).

StripeCd

The stripe to which this SmartText is associated

Varchar

30

A value is defaulted based on the application context. However, if a value is populated, validation is performed against the list of valid values in the lookup type ORA_SVC_STRIPE_CD.

Not Required

A value is defaulted based on the application context.

Not required

HtmlFlag

A Y/N value indicating if the SmartText contains HTML.

Varchar

1

A default value of "N" is provided. If a value is populated, validation is performed against the list of valid values in the lookup type YES_NO.

Not required

The value "N" is defaulted, if no value is provided.

Not required

Scope

Indicates if the SmartText is private or public

Varchar

20

A default value of "ORA_SVC_USER" is provided. If a value is populated, validation is performed against the list of valid values in the lookup type ORA_SVC_STDTXT_SCOPE_CD.

Not required

The value "ORA_SVC_USER" is defaulted, if no value is provided.

Not required

Domain

Specifies the domain to which the SmartText is assigned

Varchar

30

No default value is provided. If a value is populated, validation is performed against the list of valid values in the lookup type ORA_SVC_STDTXT_DOMAIN_CD.

Not required

Not required

Object

Specifies the business object to which the SmartText is associated.

Varchar

150

No default value is provided. The value provided should be a value of the VIEW_OBJECT_CODE from the SVC_STD_TXT_OBJECTS table. For instance, ServiceRequestVO.

Required

Not required

StartDate

Allows you to specify a date when the SmartText is valid.

Date

The system date is used, if no value is specified.

Not required

Not required

EnabledFlag

Specifies if the SmartText is available for use.

Varchar

1

A default value of "Y" is provided. If a value is populated, validation is performed against the list of valid values in the lookup type YES_NO.

Not required

Not required

UserPartyId

The foreign key value to the Parties table

Number

18

Import any new parties into the database.

Conditionally Required.

If the Scope is set to ORA_SVC_USER, either the UserPartyId or the Registry ID is required.

Not required

Registry ID

This is the public unique identifier of the user assigned to this private SmartText.

Varchar

30

Import any new parties into the database.

Conditionally Required.

If the Scope is set to ORA_SVC_USER, either the UserPartyId or the Registry ID is required.

Not required

Folder ID

The foreign key value to the SmartText folders table

Number

18

Import any new SmartText folders into the database.

Conditionally Required.

If the Scope is set to ORA_SVC_GLOBAL, either the Folder ID or the FolderUniqueNumber is required.

Not required

FolderUniqueNumber

This is the public unique identifier of the user assigned to the folder of this SmartText.

Varchar

30

Import any new SmartText folders into the database.

Conditionally Required.

If the Scope is set to ORA_SVC_GLOBAL, either the Folder ID or the FolderUniqueNumber is required.

Not required

BuOrgId This is the business unit organization Id. If multiple business unit support is enabled using the HZ_ENABLE_MULTIPLE_BU_CRM profile option, this value will allow segregation of data accordingly. Number 18 No Validation

Not Required

A value is defaulted based on the application context.

Not Required

A value is defaulted based on the application context.

Text

This is the text of the SmartText record.

Long Text

No Validation

Required

Not required

Language

This is the language code for which the text is associated.

Varchar

4

No Validation

The value must exist in the LANGUAGE_CODE from FND_LANGUAGES_VL.

Required

Not required

You can view the SmartText object and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, and description 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:

  1. Go to Navigator > Tools > Import Management > Import Objects.

  2. Select the StandardText 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:

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click Create Import Activity in the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select StandardText from the Object drop-down list.

  4. Select the CSV file in the File Name field, and click Next.

  5. You will see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

  6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

  7. Review the import details on the Review and Submit page, and click Submit to complete the request.

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:

  1. Go to Navigator > Tools > Import Management > Import Queue.

  2. Click All Imports and search for the import activity that you created earlier.

  3. 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.