• Title and Copyright Information
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• 1 About This Guide
  • Audience and Scope
  • Related Guides
• 2 Overview of Import Management
  • About Import Management Documentation
  • What are the delimiter values for import activities REST API?
  • What are my data import options?
  • Overview of Import Process
  • File Size Limits for Import
  • How You Use Alternate Keys to Import Records
  • Import Management and Access Groups
  • Overview of Oracle WebCenter Content Document Transfer Utility
• 3 Get Started with Import
  • How do I import data?
  • How do I delete data?
  • How do I import attachments?
  • Delete Attachments
  • How do I import notes?
  • Delete Notes
  • Manage Hierarchical Import Templates
  • Example of Importing Contracts Using Hierarchical Import
  • Import Descriptive Flexfields
  • How do I generate the diagnostics log for import?
  • Import Data with Special Characters
  • What are the roles required for import and export management?
• 4 Import Queues
  • Overview of Import Queues
  • How do I monitor import activities?
  • How You Monitor Import Activities Using REST APIs
• 5 Manage Import Mappings
  • How do I map import fields?
  • Create Import Mappings
  • Manage Import Mappings
  • Import Mappings
• 6 Manage Import Objects
  • How do I manage import objects?
  • Use Import Object Templates to Import Data
  • Define Objects
• 7 Import Custom Objects
  • How do I enable import of custom objects?
  • Import Custom Object Data
  • Update Custom Object Data
  • Delete Custom Object Data
• 8 Import Your Data
  • Import Account Data
    • How do I import account data?
    • Example of Adding or Updating Primary Contact
    • Example of Changing or Assigning Owner of an Account
  • How do I import account contact data?
  • Import Your Action Data
  • Import Your Action Attribute Data
  • Import Your Action Condition Data
  • Import Your Action Plan Data
  • Import Your Action Plan Action Data
  • Import Your Action Plan Action Relation Data
  • How do I import activity data?
  • Import Your Activity Assignee Data
  • How do I import activity contact data?
  • Import Your Activity Objective Data
  • Import Your Additional Name Data
  • Import Your Additional Identifier Data
  • Import Your Address Data
  • Import Your Address Locale Data
  • Import Your Address Purpose Data
  • Import Asset Data
    • Import Your Asset Data
    • Example of Updating the Status of an Asset
    • Example of Updating the Owner Name of an Asset
  • Import Your Asset Contact Data
  • Import Your Asset Resource Data
  • Import Your Assignment Rule Candidate Data
  • Import Your Assignment Rule Condition Data
  • Import Your Assignment Rule Data
  • Import Your Assignment Rule Set Data
  • Import Your Associated Project Data
  • Import Your Attachment Data
  • Import Your Bill Plan and Revenue Plan Data
  • Import Your Billing Control Data
  • Import Your Business Plan Data
  • Import Your Business Plan Goals Data
  • Import Your Business Plan Initiatives Data
  • Import Your Business Plan SWOT Data
  • Import Your Business Plan Team Data
  • Import Your Campaign Data
  • Import Your Campaign Member Data
  • Import Your Case Data
  • Import Your Case Contact Data
  • Import Your Case Household Data
  • Import Your Case Message Data
  • Import Your Case Opportunity Data
  • Import Your Case Resource Data
  • How do I import category data?
  • How do I import classification data?
  • Import Your Classification Code Data
  • Import Your Condition Attachment Data
  • Import Your Condition of Approval Comment Data
  • Import Your Condition of Approval Transaction Data
  • Import Your Condition Comply Period Data
  • How do I import compensation plan data?
  • Import Your Compensation Plan Component Data
  • Import Your Compensation Plans Flex Data
  • How do I import competitor data?
  • Import Contact Data
    • How do I import contact data?
    • Example of Adding or Updating Primary Account
    • Example of Changing or Assigning Owner of a Contact
  • Import Your Contact Member Data
  • How do I import contact point data?
  • Import Your Contest Data
  • Import Your Contest Resources Data
  • Import Contract Data
    • How do I import contract data?
    • Example of Importing Contract Data
  • Import Your Contract Bill Line Data
  • Import Your Contract Billing Milestone Data
  • Import Your Contract Charge Data
  • Import Your Contract Charge Component Data
  • Import Your Contract Covered Assets Data
  • How do I import contract header descriptive flexfield data?
  • Import Your Contract Header Translation Data
  • How do I import contract line data?
  • Import Your Contract Line Descriptive Flexfield Data
  • Import Your Contract Line Internal Attribute Data
  • Import Your Contract Line Sales Credit Data
  • Import Your Contract Line Translation Data
  • Import Your Contract Manual Adjustments Data
  • Import Your Contract Party Data
  • Import Your Contract Party Contact Data
  • Import Your Contract Party Descriptive Flexfield Data
  • Import Your Contract Party Contact Descriptive Flexfield Data
  • Import Your Contract Pricing Terms Data
  • Import Your Contract Related Document Data
  • Import Your Contract Sales Credit Data
  • Import Your Conversation Data
  • Import Your Conversation Message Data
  • Import Your Conversation Message Recipient Data
  • Import Your Conversation Reference Data
  • Import Country Structure Data
    • Import Your Country Structure Data
    • Example of Importing Country Structure Data
  • Import Your Deal Product Data
  • Import Your Deal Registration Data
  • Import Your Deal Resource Data
  • Import Your Eligibility Rule Data
  • Import Geography Data
    • How do I import Non-Oracle Licensed geography data?
    • Can you provide an example of importing geography data?
  • Import Geography Zone Data
    • Import Your Geography Zone Data
    • Examples of Managing Geography Zone Data
    • Examples of Managing Postal Code Range
  • Import Your Goal Data
  • Import Your Goal Participant Data
  • How do I import hierarchy data?
  • How do I import hierarchy member data?
  • Import Your Household Data
  • Import Your Hub Source System Reference Data
  • How do I import incentive compensation participants?
  • Import Your Incentive Compensation Performance Measure Data
  • Import Your Incentive Compensation Rate Table Rates Data
  • Import Your Incentive Participant Goal Data
  • How do I import incentive participant role assignments data?
  • Import Your Incentive Rule Assignment Data
  • Import Your Incentive Rule Attribute Values Data
  • Import Your Incentive Rules Data
  • How do I import incentive transaction data?
  • Import Your Interaction Data Records
  • Import Your Interaction Records
  • Import Your Interaction Participant Data
  • Import Your Interaction Reference Data
  • Import Your Linked Party Data
  • Import Your Marketing Development Funds (MDF) Budget Data
  • Import Your MDF Budget Countries Data
  • Import Your MDF Budget Team Data
  • Import Your MDF Claim Data
  • Import Your MDF Claim Settlement Data
  • Import Your MDF Claim Team Data
  • Import Your MDF Request Data
  • Import Your MDF Request Team Data
  • Import Your Message Data
  • Import Your Nonduplicate Data
  • How do I import opportunity data?
  • How do I import opportunity competitor data?
  • Import Your Opportunity Contact Data
  • Import Your Opportunity Deal Data
  • Import Your Opportunity Lead Data
  • Import Your Opportunity Partner Data
  • Import Opportunity Revenue Data
    • Import Your Opportunity Revenue Data
    • Example of Importing Split Revenue Lines
    • Example of Importing Recurring Revenue Data
  • Import Your Opportunity Source Data
  • Import Your Opportunity Team Member Data
  • How do I import organization data?
  • Import Your Overflow Queue Resource Data
  • Import Your Partner Data
  • Import Your Partner Account Resource Data
  • Import Your Partner Address Data
  • Import Your Partner Certification Data
  • Import Your Partner Contact Data
  • Import Your Partner Focus Area Data
  • Import Your Partner Geography Served Data
  • Import Your Partner Program Country Data
  • Import Your Partner Program Tier Data
  • Import Your Partner Type Data
  • Import Your Performance Measure Credit Category Data
  • Import Your Performance Measure Flex Data
  • Import Your Performance Measure Rate Dimensional Input Data
  • Import Your Performance Measure Score Card Data
  • How do I import person data?
  • Import Your Plan Component Data
  • Import Your Plan Components Flex Data
  • Import Your Plan Component Incentive Formula Data
  • How do I import plan component performance measure data?
  • Import Your Plan Component Rate Dimensional Input Data
  • Import Your Plan Component Rate Table Data
  • Import Your Price Book Header Data
  • Import Your Price Book Line Data
  • Import Your Product Data
  • How do I import product group data?
  • Import Your Product Group Item Data
  • Import Your Product Group Relation Setup Data
  • Import Your Program Benefit Detail Data
  • Import Your Program Enrollments Data
  • Import Your Promotion Data
  • Import Your Queue Data
  • Import Your Queue Resource Data
  • Import Your Queue Resource Team Data
  • Import Your Relationship Data
  • Import Your Resolution Link Data
  • Import Your Resolution Link Member Data
  • Import Resource Data
    • How do I import resource data?
    • How do I create a standalone resource?
    • Example of Creating a Sales Representative in a Resource Organization
    • Example of Creating a Sales Manager in an Existing or New Resource Organization
    • Examples of Adding a Resource to Existing Employees
    • Examples of Changing a Resource from Manager to a Non-Manager Role
    • Examples of Changing a Resource from Non-Manager to a Manager Role
    • Examples of Disabling or Reenabling User Accounts
    • Examples of Making Manager Transfer Related Updates
    • Examples of Making Resource Role Related Updates
    • Examples of Making Resource End-Dating Related Updates
    • How do I update employee information using import management?
    • Obtain the ResourcePartyNumber for a Resource
  • Import Your Resource Capacity Data
  • Import Your Sales Forecast Quota Data
  • How do I import sales lead data?
  • How do I import sales lead contact data?
  • Import Your Sales Lead Product Data
  • How do I import sales lead resource data?
  • Import Your Sales Objective Data
  • Import Your Sales Promotion Data
  • Import Your Sales Resource Period Quota Data
  • Import Your Sales Resource Quota Data
  • How do I import sales team member data?
  • Import Your Sales Territory Data
  • Import Your Sales Territory Coverage Data
  • Import Your Sales Territory Line of Business Data
  • Import Your Sales Territory Period Quota Data
  • Import Your Sales Territory Quota Data
  • Import Your Sales Territory Resource Data
  • Import Your Self-Service Role Data
  • Import Your Service Profile Data
  • Import Your Service Profile Contact Data
  • How do I import service request data?
  • Import Your Service Request Contact Data
  • Import Your Service Request Message Communication Data
  • Import Your Service Request Reference Data
  • Import Your Service Request Resource Data
  • Import Your SmartText Data
  • Import Your SmartText Folder Data
  • Import Your SmartText User Variable Data
  • Import Your Source System Reference Data
  • How do I import subscription data?
  • Import Your Subscription Bill Adjustment Data
  • Import Your Subscription Charge Adjustment Data
  • Import Your Subscription Charge Tier Data
  • Import Your Subscription Contact Data
  • Import Your Subscription Covered Bill Line Data
  • Import Your Subscription Covered Level Data
  • Import Your Subscription Covered Level Charge Data
  • Import Your Subscription Party Data
  • How do I import subscription product data?
  • How do I import subscription product bill line data?
  • Import Your Subscription Product Charge Data
  • Import Your Subscription Product Sales Credit Data
  • Import Your Subscription Sales Credit Data
  • Import Your Template Data
  • Import Your Template Action Data
  • Import Your Wrap Up Data
  • Import Territory Geographies Data
    • Import Your Territory Geographies Data
    • Example of Importing Territory Geography Data
  • Import Management Post Processing for Accounts and Contacts
    • Import Management Post Processing Jobs
    • How You Enable Automatic Account Assignment
• 9 Import Data Using External Data Loader Client
  • Overview of External Data Loader Client
  • How do I download and install the external data loader client?
  • How do I import using the external data loader client?
  • Import Job Statuses
  • Command-Line Parameters
• 10 Overview of Export Management
  • About Export Management
  • How do I manage export objects?
  • Export Queues
• 11 Export Your Data
  • How do I export data?
  • How You Monitor Export Activity
  • How You Monitor Export Activities Using REST APIs
  • How do I export attachments?
• 12 Round-Trip Export-Import
  • Round-Trip Feature
  • Export and Import Account Data between CX Sales and Fusion Service Instances Using the Round-Trip Feature
• 13 Best Practices and Troubleshooting
  • What are the best practices for high volume data import?
  • Best Practices for Creating a CSV File for Import
  • Potential Issues When Opening CSV Files in Excel
  • Best Practices for Round-Trip Export and Import