Import Your Template Action Data

You can use the Import Management to create, update, or delete template action records.

You can import template action records using these steps:

1. Map your source template action data to Oracle Applications Cloud object attributes. This way the import process would know where to insert each of the information bits.

2. Create the source CSV file with the template action data you want to import.

3. Kick off an import activity.

4. Check the import results to know if the import went well.

How You Map Your Source Data to Target Object Attributes

To import your template action 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 template actions or are updating template actions that have source system reference data, then provide the source system and source system reference values.

Required Attributes and Validations for Template Action 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 template action records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Template Action record	Updating an Existing Template Action record
Action Id	Specifies the foreign key that references the Action ID to which the action is assigned	Identify the Action ID value by exporting the Action object for the actions marked as "ORA_SVC_CUSTOMER_VISIBLE". Navigate to the following in the Setup and Maintenance work area: Offering: Sales Functional Area: Data Import and Export Task: Manage Bulk Data Export, Schedule Export Processes	Required	Not required
Template Action Id	Specifies the unique Id of the Template Action record in the Oracle Fusion destination table	None	Not required	A value is required if you're updating an existing Template Action and you're not providing the Template Number.
Template Id	Specifies the foreign key that references the Template ID to which the action is assigned	Identify the Template ID value by exporting the Template object. Navigate to the following in the Setup and Maintenance work area: Offering: Sales Functional Area: Data Import and Export Task: Manage Bulk Data Export, Schedule Export Processes	Required	Not required
TemplateNumber	Specify a value for this attribute to add a new record for templateAction. To update the templateAction , specify a value for the templateActionID attribute	None	Not required	A value is required if you're updating an existing Template and you're not providing the Template Action ID.

Go to Navigator > Tools > Import Management > Import Objects, to see all the attributes of the template action 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:

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

2. Select the Template Action 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 template action 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 Template Action from the Object drop-down list.

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

5. You would 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 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:

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.