Deal Registrations Import for Channel Sales

Partners use deal registrations to request exclusive rights, preferred pricing, or additional support for a deal from the channel organization.

Deal registrations permit partners to inform their channel organization about a deal and by being the first to do so, the partner receives priority for the deal. If you have existing deal registrations in your legacy system, you can either manually recreate them, or you can use the import management process to migrate these records. You can use import management to create new deal registrations or to update existing deal registrations.

Deal registration import involves following target objects:

• DealRegProduct, the product or products associated with the deal registration

• DealRegResource, the internal or external participants involved with the deal registration

• DealRegistration, the actual deal registration

Note:

You can import deal registration products or resources that are associated to deals by using a .zip file containing CSVs for both the deal registration and the deal registration products or resources. However, if you plan to import deal registrations separately, you must either manually create or import the products and resources associated with the deal registrations before you submit the deal registration import activity.

Download the Mapping Templates for Deal Registration Import

Use these steps to download the mapping templates for the deal registration target import objects:

1. Sign in with your sales administrator credentials.

2. From the Navigator, select Setup and Maintenance.

3. In Setup and Maintenance, select the Sales offering.

4. Search for and select Manage File Import Mappings.

5. On the Manage file Import Mappings page, click DEAL_REGISTRATION and click Download Template.

6. Save the downloaded file to your local drive.

This file contains the mapping templates for the three deal registration target import objects. To import your existing deal registration data from your legacy system, you must populate these templates with the appropriate deal registration information from your legacy system.

Deal Registration Products Mapping

The only required import attribute for deal registration product import is DealProductNumber, however you also may want to map the following attributes:

The following table shows additional attribute to attribute name mappings for deal registration products.

Attribute	Attribute Name
Deal	DealNumber or DealId
Deal Product	DealProductNumber or DealProdId
Product Item	InventoryItemId or ItemNumber
Product Group	ProductGroupId or ProdGroupInternalName
Product Organization	InvOrgId or InvOrgCode

Deal Registration Resources Mapping

The only required import attribute for deal registration resource import is DealResourceNumber, however you also may want to map the following attributes:

The following table shows additional attribute to attribute name mappings for deal registration resources.

Attribute	Attribute Name
Deal	DealNumber or DealId
Deal Resource	DealResourceId or DealResourceNumber
Resource Party	ResourcePartyId or ResourcePartyNumber or ResourcePartyOrigSys/ResourcePartyOrigSysRef
Partner Organization	PartnerOrgOrigSys and PartnerOrgOrigSysRef or PartnerOrgId
Member Function	MemberFunctionCode

Deal Registrations Mapping

The only required import attribute for deal registration import is DealNumber, however you also may want to map the following attributes:

The following table shows additional attribute to attribute name mappings for deal registrations.

Attribute	Attribute Name
Deal	DealNumber or DealId
Owner	OwnerId
Partner	PartnerNumber or PartnerId or both PartnerOrigSys and PartnerOrigSysRef
Type	DealType
Status	DealStatus
Opportunity	OptyNumber or OptyId
Lead	LeadNumber or LeadId
Resource	ResourceOrigSys and ResourceOrigSysRef or ResourceNumber

Import Deal Registrations

Use these steps to import deal registration products, deal registration resources, and deal registrations.

1. Sign in with your sales administrator credentials.

2. From Navigator, click Setup and Maintenance.

3. Search for and select the Manage File Import Activities task.

4. On the Manage File Import Objects page, click Create.

5. In the Name field on the Create Import Activity page, type a name for your deal registration import activity.

6. Indicate where you stored the import mapping template.

7. Select the Header row included option.

8. Click Next.

9. Ensure the Select Import Mapping page, reflects the correct mapping for your selected import mapping template, and click Next.

10. On the Create Schedule page, select Immediate from the Schedule list, and click Next.

11. On the Review and Activate page, click Activate.