1. Understanding Import and Export Management for Sales and Fusion Service
  2. Use Import Object Templates to Import Data

Use Import Object Templates to Import Data

You can download an import object template for an object, such as account, and use it as a source file to import data. Templates make it easy for you to use the automapping feature.

For automapping to work, the column headers in the source file must match the names of the columns (attributes) of the objects imported. The column headers shown in the first row of the downloadable templates are the same as the column names of the corresponding objects. Therefore, building source files from the templates allows the automapping process.

For example, if your source file has a column "URL" then it's mapped to the Account URL column. However if your source file's column header is "Website", then automapping fails and you should map manually.

Download the Import Object Templates

To download an import object template:

  1. Click Tools > Import Management > Import Objects.

  2. On the Manage Import Objects page, click the Download icon for the object, such as account, for which you want to download the template.

The next section explains the procedure to update the template to import data.

Populate the Import Object Templates

Extract the contents of the ZIP file to a folder. The extracted folder contains the template text files for each of the parent and child objects. The readme text file within the folder contains instructions on how to use the template files to create source file for importing data. Here are the steps to import data using the downloaded template:

  1. Open the CSV template file for the object you want to import.

    The file for each object contains two rows. The first row contains all the column names in a format that's compatible with the automatic mapping functionality. The second row contains the display names as shown on the import mapping user interface.

  2. Before populating the CSV template file with the data to be imported, delete the display name values in the second row, and populate the columns with the data to import.

  3. Use the updated file as the source when you're creating an import activity on the import user interface. For more details on the import process, see the topic Import Data in the related links section.

The automatic mapping functionality maps all the columns automatically. You can see both the mapped column names and the corresponding column names in your language on the Map Fields page.

For more information on how to import your data, see the object-specific import topics in the chapter Import Your Data. These topics are titled Import Your <Object-Name> Data. They provide the following information about importing data:

  • How to 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.

  • Required attributes and validations for the object.

  • How to create the source CSV file with the data you want to import.

  • How to kick off an import activity.

  • How to check the import results to know if the import went well.

Related Topics