Overview of Account and Contact Import

Use the spreadsheet macro files provided by Oracle to import some of your existing sales data so that you can test your sales territory assignment and other features. You import accounts (including account hierarchies) and contacts in separate files, first the accounts, then the contacts, and then the hierarchies.

You can import up to 5,000 records at a time, but you must ensure that each import completes before you start another.

Note: While you can import additional fields by appending columns to import macros, you can't make any other changes. You can't edit the Visual Basic for Applications (VBA) code or other functions.

Here's an overview of your import tasks.

Step	Where to Find More Information
Step 1 Download the spreadsheet macro files and .jar file required for import.	Download the Import Macro Files for Accounts and Contacts
Step 2 If you're classifying the accounts by industry in your import, then you must obtain a list of the industry codes for the industry category you're using. You enter the codes along with your account data.	View the Industry Codes for Accounts
Step 3 Import your accounts and account hierarchies.	Import Accounts and Account Hierarchies Using the Account Import Macro File
Step 4 Import account contacts and stand-alone contacts.	Import Contacts
Step 5 Import additional account and contact addresses. To view the additional addresses, you must have the multiple addresses regions exposed in the UI.	Import Additional Addresses