Import Partner Accounts and Partner Contacts for Channel Sales

This topics explains the process on importing partner accounts and partner contacts. You import the partner accounts and partner contacts in separate files, first the partner accounts and then the partner contacts.

For more information about importing data, see the Understanding Import and Export Management for CX Sales and Fusion Service guide.

The following table provides an overview of the steps to import your partner accounts and their partner contacts, including registering your source system with the Manage Trading Community Source Systems task, exporting the party IDs of the partner users with the Schedule Export Processes task, downloading and editing the import template, and creating the import activity with the Manage File Import Activities and the Manage File Import Mappings tasks. You can open the different import tasks directly from the Import Partner Accounts and Contacts folder in the implementation project. Alternately, you can search for the tasks by name from the Setup and Maintenance work area.

Step	Description	Task Name
1	Register the application that's the source of your import data. This one-time setup creates the code that you enter along with the different reference IDs in all of your import files. Oracle permits you to import data from multiple sources, so the reference IDs alone don't guarantee uniqueness.	Manage Trading Community Source Systems
2	Export the Party ID for the partner users you have created. You must use the Party IDs to identify the partner resource you want to be the account owner for each partner account you import. Partner account owners see the partner account in the list of My Accounts and are automatically members of the partner account team with privileges to add others. Partner account owners aren't assigned using sales territories, so they must be either imported or set manually by the application users themselves.	Schedule Export Processes
3	In the Manage File Import Mappings work area, search for "Partner" to find the seeded mapping templates for partner accounts. Download the appropriate template for your business needs.	Manage File Import Activities
4	Review the template and the values each column in your file requires for import. For example, the address data must match the geography reference data you imported earlier. Populate the template with your data and save it as a .csv file.	This task is done in your import file.
5	Optionally, you can add additional columns to the import file.	This task is done in your import file.
6	If you added columns to your file, then you must copy the seeded mapping and edit the copy to map them.	Manage File Import Mappings
7	Create an import activity to import the file.	Manage File Import Activities
8	Import partner contacts using the same steps. This time you're using the template you download from the Partner Contact Create and Update Seeded Mapping.	Manage File Import Mappings Manage File Import Activities

Download the Mapping Template

Oracle provides predefined mappings for each import object. You can download the template for the mapping. The template file includes a header row with the names of the attributes you map. The columns are arranged in the same order as the default mapping for the business object. The template columns are attributes the application uses to uniquely identify the data you import.

Use this procedure to download templates for importing data with file import.

1. Sign in as a setup user and open the Manage File Import Mappings task from the implementation project. Alternatively, setup and sales administrator users can search for the task by name in the Setup and Maintenance work area and open it from there.

2. From the Object list on the Manage File Import Mappings page, select the object you want to import. For example:

   • For importing partners, select Partner.

   • For importing partner contacts, select Partner contact.

3. Select the Seeded option.

4. Click Search.

5. Click the name link of the appropriate mapping.

   The following table shows the preconfigured mapping templates available for partner and partner contact import, including the templates for importing new partners and partner contacts, importing partners with hierarchy information, importing partners and their child objects, importing partners with both hierarchy and child object information, and updating existing partners.

   Mapping Template Name	Description
   Oracle Fusion Hierarchical File Import Map for Partner - Includes Child objects	Use this template to import multiple CSV files, including the child objects of the partner object, and you want the parent and child objects imported in a hierarchical order.
   Oracle Fusion Hierarchical File Import Map for Partner	Use this template when you import multiple CSV files for the partner object and you want the objects imported in a hierarchical order.
   Oracle Fusion File Import Map for Partner - Includes Child Objects	Use this template when you import a single CSV file that includes the partner object and the child objects of the partner object.
   Oracle Fusion File Import Map for Partner Update	Use this template when you import a single CSV file to update information for existing partner account.
   Oracle Fusion File Import Map for Partner	Use this template when you import a single CSV file for the partner object.
   Oracle Fusion File Import Map for Partner Contact	Use this template when you import partner contacts.

6. Click Download Template.

7. Save the template to your desktop or local drive.

Import Partners and Partner Contacts With Import Management

Sales Administrators can use import management to create new partner accounts, to update existing partner accounts, and to add partner contacts (partner sales representatives) to these partner accounts. Several seeded mapping templates for mapping your source file data are included.

Follow these steps to use import management to import partner accounts and partner contacts (partner sales representatives) for partner accounts.

1. Sign in with your sales administrator credentials.

2. From the navigator, select Setup and Maintenance.

3. Select the Sales offering, then search for and select Manage File Import Activities.

4. On the Manage Import Activities page, click Create.

5. On the Create Import Activity page, type a name for the import and select Partner or Partner contact from the Object list.

6. Indicate where the mapping template you downloaded in the previous task is stored, and select it.

7. Select the Header row included option.

8. Click Next.

9. Map your fields as shown in the following tables:

   Partner Create

   The following table shows the mapping values to use when you're creating new partners with import management. The information in this table is also provided as example data in the preconfigured import mapping templates.

   Column Header	Example Value	Object	Attribute
   ORGANIZATION_NAME	PNRORG1_8-03-1217	PartnerInterface	OrganizationName
   PARTY_USAGE_CODE	PARTNER	PartnerInterface	PartyUsageCode
   OS	CSV	PartnerInterface	PartyOrigSystem
   OSR	PNRORG1_8-03-1217	PartnerInterface	PartyOrigSystemReference
   TREE_CODE	PNRORG1_8-03-1217	PartnerHierarchy	TreeCode The number of characters in the TreeCode value must not exceed 30.
   COUNTRY	US	PrimaryAddress	Country
   ADDRESS1	40968.6011140046 Satellite	PrimaryAddress	Address1
   CITY	Chattanooga	PrimaryAddress	City
   STATE	TN	PrimaryAddress	State
   POSTAL_CODE	37401	PrimaryAddress	PostalCode
   PHONE_AREA_CODE	958	PrimaryPhone	PhoneAreaCode
   PHONE_COUNTRY_CODE	1	PrimaryPhone	PhoneCountryCode
   PHONE_NUMBER	7818081	PrimaryPhone	PhoneNumber
   ZPM_TREE_STRUCTURE	PARTNER_ORG_TREE_STRU	ImpPartnerP	TreeStructureCode
   ZPM_TREE_CODE	PNRORG1_8-03-1217	ImpPartnerP	TreeCode The number of characters in the TreeCode value must not exceed 30.
   ZPM_OS	CSV	ImpPartnerP	OrigSystem
   ZPM_OSR	PNRORG1_8-03-1217	ImpPartnerP	OrigSystemReference
   ZPM_STATUS	ACTIVE	ImpPartnerP	Status
   ZPM_PUB_STATUS	APPROVED	ImpPartnerP	Public Status

   Partner Update/Partner Import for Existing Partner Account

   The following table shows the mapping values to use when you're updating information for existing partners with import management. The information in this table is also provided as example data in the preconfigured import mapping templates.

   Column Header	Example Value	Object	Attribute
   PARTY_ID	100100032154464	PartnerInterface	PartyId
   PARTY_USAGE_CODE	PARTNER	PartnerInterface	PartyUsageCode
   TREE_CODE	CDRM_143053	PartnerHierarchy	TreeCode The number of characters in the TreeCode value must not exceed 30.
   ZPM_PARTYID	100100032154464	ImpPartnerP	PartyId
   ZPM_STATUS	ACTIVE	ImpPartnerP	Status
   ZPM_PUB_STATUS	APPROVED	ImpPartnerP	PublicStatus
   ZPM_PARTNER_ACCOUNT_ID	300100005239330	ImpPartnerP	PartnerAccountId

   Partner Import With Attributes or Child Objects You Created

   The following table shows the mapping values to use when you're importing partners that have customer-defined attributes or customer-defined child objects with import management. The information in this table is also provided as example data in the preconfigured import mapping templates.

   Column Header	Example Value	Object	Attribute
   partner_datetime	2016-07-04T12:08:56.235-0700	ImpPartnerP	partner_datetime_c
   partner_longtext	test	ImpPartnerP	partner_longtext_c
   partner_chil	partner child import	Partner_child_import_cWBIT	RecordName
   partner_child_text	test	Partner_child_import_cWBIT	partner_child_text_c
   partner_child_company_number	BCOMPANY	Partner_child_import_cWBIT	COMPANY_NUMBER
   partner_company_number	BCOMPANY	ImpPartnerP	CompanyNumber
   partner_child_datetime	2016-07-04T12:08:56.235-0700	Partner_child_import_cWBIT	partner_chile_datetime_c

   Your customer-defined child object name and customer-defined field attributes will be different than what's shown in the preceding table.

   Create Partner Contacts

   The following table shows the mapping values to use when you're importing partner contacts with import management. The information in this table is also provided as example data in the preconfigured import mapping templates.

   Column Header	Example Value	Object	Attribute
   Partner_RelationshipOS	CSV	Partner	RelOrigSystem
   Partner_RelationshipOSR	[e-mail]_relationship	Partner	RelOrigSystemReference
   Partner_RelType	CONTACT	Partner	RelationshipType
   Partner_RelCode	CONTACT_OF	Partner	RelationshipCode
   Partner_OS	CSV	Partner	ObjOrigSystem
   Partner_OSR	tina.best123	Partner	ObjOrigSystemReference
   PersonProfile_FirstName	Tina	PersonProfile	PersonFirstName
   PersonProfile_LastName	Best	PersonProfile	PersonLastName
   PersonProfile_OS	CSV	PersonProfile	PartyOrigSystem
   PersonProfile_OSR	[e-mail]_person	PersonProfile	PartyOrigSystemReference
   Email_EmailOS	CSV	Email	CpOrigSystem
   Email_EmailOSR	[e-mail]_email	Email	CpOrigSystemReference
   Email_RelOS	CSV	Email	RelOrigSystem
   Email_RelOSR	[e-mail]_relationship	Email	RelOrigSystemReference
   Email_EmailAddress	[e-mail]	Email	EmailAddress
   Email_EmailPrimaryFlag	Y	Email	PrimaryFlag
   Phone_OS	CSV	PrimaryPhone	CpOrigSystem
   Phone_OSR	[e-mail]_phone	PrimaryPhone	CpOrigSystemReference
   Phone_RelOS	CSV	PrimaryPhone	RelOrigSystem
   Phone_RelOSR	[e-mail]_relationship	PrimaryPhone	RelOrigSystemReference
   PhoneLineType	GEN	PrimaryPhone	PhoneLineType
   Phone_RawPhoneNumber	6505061234	PrimaryPhone	RawPhoneNumber
   PrimaryAddress_AddrOS	CSV	PrimaryAddress	LocationOrigSystem
   PrimaryAddress_AddrOSR	[e-mail]_address	PrimaryAddress	LocationOrigSystemReference
   PrimaryAddress_RelOS	CSV	PrimaryAddress	RelOrigSystem
   PrimaryAddress_RelOSR	[e-mail]_relationship	PrimaryAddress	RelOrigSystemReference
   PrimaryAddress_Address1	1234 InnovationWay	PrimaryAddress	Address1
   PrimaryAddress_City	San Mateo	PrimaryAddress	City
   PrimaryAddress_State	CA	PrimaryAddress	State
   PrimaryAddress_Country	US	PrimaryAddress	Country
   PrimaryAddress_Zip	94401	PrimaryAddress	PostalCode
   ResProfile_CreateUserAccount	Y	ResourceProfile	CreateUserAccount
   ResProfile_RoleCode	PARTNER_SALES_REPRESENTATIVE	ResourceProfile	RoleCode
   ResProfile_RoleTypeCode	PARTNER	ResourceProfile	RoleTypeCode
   ResOrg_ManagerOS	Not applicable	ResourceOrganizationMembership	ManagerPartyOrigSystem
   ResOrg_ManagerOSR	Not applicable	ResourceOrganizationMembership	ManagerPartyOrigSysRef
   ResOrg_OrganizationName	Big Computers	ResourceOrganizationMembership	OrganizationName
   ResOrg_OrganizationUsage	PARTNER_RESOURCE_ORG	ResourceOrganizationMembership	OrganizationUsage
   ResOrg_TreeCode	PNRORG1_05-02-1234	ResourceOrganizationMembership	TreeCode The number of characters in the TreeCode value must not exceed 30.
   ResOrg_ParentTreeCode	Not applicable	ResourceOrganizationMembership	ParentTreeCode
   ResOrg_RoleCode	PARTNER_SALES_REPRESENTATIVE	ResourceOrganizationMembership	RoleCode
   ResOrg_RoleTypeCode	Not applicable	ResourceOrganizationMembership	RoleTypeCode
   Job_PrimaryFlag	PARTNER	Job	PrimaryFlag

10. Click Next.

11. On the Create Schedule page, select Immediate from the Schedule list and click Next to start the activity immediately.

    If you want to schedule the activity for a future date, select Specific Date from the Schedule list, and select a date from the Start Date calendar.

12. On the Review and Activate page, check the import details, file details, import options, and schedule for your import.

13. If all of the information is correct for your import, click Activate.

    After the import activity successfully completes, the Status column on the Manage Import Activities page displays Completed.