How do I import incentive transaction data?

How You Map Your Source Data to Target Object Attributes

To import your Incentive Transaction data into Oracle Applications Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Applications Cloud.

You need to do the following before creating the .CSV file for data import:

Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
Ensure prerequisite steps are complete, such as understanding what attributes are required for importing your objects.
Understand your options for uniquely identifying the records.
Ensure parent records exist before importing child records.
Identify the target object attributes that are required in the .CSV file for a successful import.

Before You Start

You must do some basic checks before starting your import. For example, make sure that:

You have completed all the prerequisites for importing each attribute in your source data.
You have all parent records in place before importing child records.

Select a Unique Identifier for Your Records

To import data into Oracle Applications Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Applications Cloud.

The preferred option to uniquely identifying an object record is through the Internal ID. If you're identifying a record that already exists in Oracle Applications Cloud, then you can use the internal ID of the record, a system-generated unique identifier Attributes with "id" in the attribute name are typically internal IDs. Use this option only if you're updating Incentive Transactions. You can determine the internal ID of a record by exporting Oracle Applications Cloud object data, or by doing a transactional database query. Using an internal ID typically provides better performance and reduces the import duration. For the Incentive Transaction object, the attributes are Transaction Number and Transaction Type.

Required Attributes and Validations for Incentive Transaction Object

To import data successfully into Oracle Applications Cloud, your .CSV file must include the required attributes. Ensure that you provide valid values for the attributes.

The following table lists the required attributes for importing new Incentive Transaction records, required attributes for updating Incentive Transaction records, prerequisite setup tasks for the attributes, and specific validations, if any, for Incentive Transaction import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Incentive Transaction Record	Updating an Existing Incentive Transaction Record
Business Unit	Name of the business unit	Varchar2	240	To find the business unit: Navigate to Setup and Maintenance. Navigate to the Manage Business Units task. In the Search results region, search for the name and select the name that's displayed. Note: You can export the results to a spreadsheet and use this information to identify and assign the Business Unit values to the data that you're preparing.	Required A value is required either for the Business Unit or the Business Unit Id.	Required A value is required either for the Business Unit or the Business Unit Id.
Business Unit ID	Unique numeric identifier for the Oracle Fusion Incentive Compensation business unit.	Number	18	To find the business unit: Navigate to Setup and Maintenance. Navigate to the Manage Business Units task. In the Search results region, click the View menu and add the Business Unit ID Column. Note: You can export the results to a spreadsheet and use this information to identify and assign the Business Unit ID values to the data that you're preparing.	Required A value is required either for the Business Unit or the Business Unit Id.	Required A value is required either for the Business Unit or the Business Unit Id.
Event Date	When the transaction triggers an incentive event associated with the row, for example, salespeople are compensated when an invoice is booked or an order is posted.	Date		The period must be open before you can collect the transaction into the application.	Required	Required
Transaction Amount	The transaction amount to be evaluated by the credit and earning processes.	Number		If providing a monetary amount, the amount should be in the currency of the source application.	Required	Required
Transaction Number	Unique transaction identifier used in the source application. The combination of Source Transaction Number and Transaction Type values must be unique, and is validated during the Collect Transactions process.	Varchar2	30	Map an identifier that end users recognize and can search. For example, map your source invoice number and invoice line number to this field.	Required	Required
Transaction Type	Defines the type of the transaction. Predefined transaction types are CLAWBACK, CUSTOMER_SATISFACTION, GRP, INVOICE, ITD, MANUAL, ORDER, PAYMENT, and RAM_ADJUSTMENT.	Varchar2	30	The value must be a valid lookup code for lookup type CN_TP_TRANSACTION_TYPE. To define your own transaction types: In Setup and Maintenance, go to the Manage Incentive Compensation Lookups task. Search for CN_TP_TRANSACTION_TYPE. Add your transaction types.	Required	Required

You can view the Incentive Transaction object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Note: Don't use the Transaction Sub-Type attribute. It's intended for internal use only.

Create the Source CSV File

You include the data that you want to import into Sales and Fusion Service in a source CSV file.

You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Incentive Transaction object in the table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Note: For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the information. To create an import activity:

Go to Navigator > Tools > Import Management > Import Queue.
Click Create Import Activity in the Manage Imports page.
In the Enter Import Options page, provide a name for the import activity, and select Incentive Transaction from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
Review the import details on the Review and Submit page, and click Submit when you're ready.

Review the Import Results

You can review the import results by checking for the import activity in the Manage Import Activity page. A file import activity is said to be successful when its status displays as Completed. To check the status of the import activity, do as follows:

In the Navigator, under Tools, click Import Management.
On the Manage Imports page, search for the import activity that you created using one of the search criteria, such as status, name, object, and so on.
Check the Status column for the import activity. The import is successful if the status displays as Completed. The other valid values for the import activity status are Queued for import, Preparing data for import, Importing data, Completed with errors, and Unsuccessful.

Note: On this page you can also quickly view the number and status of all active imports, completed imports, and unsuccessful imports that have been submitted.