Overview of Channel Sales Data Migration

After you set up your channel sales branch and configure the business objects you want to use for channel sales, you can move your legacy data over to Oracle.

You can move this data by either manually recreating the data, or by importing the data using import management. If you only have a few records for a particular business object, such as partner programs, you can opt to manually recreate the records. However, if you have a large volume of records for a particular business object, then you're better off using import management to move the records over.

The types of data you can migrate using import management include:

  • Partner accounts

  • Partner contacts

  • Partner programs

  • Partner program enrollments

  • Partner business plans and objectives

  • Partner leads

  • Deal registrations

  • Marketing Development Funds (MDF)

You will need to designate a primary partner contact for some of these business objects, therefore you should begin your data migration by first moving over any existing partner accounts and the partner contacts for those accounts.

For more information about importing data, see the Understanding Import and Export Management guide.