About Mappings
When you match or export data from DaaS, you select a mapping between the attributes in the export file and those in your application. The mappings define which attributes will be present in the export file.
Topics:
DaaS Provided Mappings
DaaS provides the following search export mappings:
-
CXCompanyExport (for Oracle Sales)
-
CXContactExport (for Oracle Sales)
-
MarketingCloudCompanyExport (for Oracle Eloqua)
-
MarketingCoudContactExport (for Oracle Eloqua)
-
MarketingCloudContact&CompanyExport (for Oracle Eloqua)
-
CompanyExport (for other applications)
-
ContactExport (for other applications)
-
EngagementCloudCompanyExport (for Oracle Sales File-Based Import – deprecated)
-
EngagementCloudContactExport (for Oracle Sales File-Based Import – deprecated)
DaaS provides the following match export mappings:
-
CXCompanyMatch (for Oracle Sales)
-
CXContactMatch (for Oracle Sales)
-
MarketingCloudCompanyMatch (for Oracle Eloqua)
-
MarketingCloudContactMatch (for Oracle Eloqua)
-
MarketingCloudContact&CompanyMatch (for Oracle Eloqua)
-
EngagementCloudCompanyMatch (for Oracle Sales File-Based Import – deprecated)
-
EngagementCloudContactMatch (for Oracle Sales File-Based Import – deprecated)
These provided mappings include default mappings to Sales or Eloqua independent of the input file. The other provided mappings (for other applications) have no default mappings, but the input file includes required attributes. In many cases, these provided mappings are sufficient. However, you may want to create a new mapping if you only need a subset of the attributes, or if you created a custom attribute in Sales or Eloqua that you need to map to a DaaS attribute. You can create new mappings from the existing map definition templates.
DaaS Files for Import Management in Sales
To support Import Management, DaaS provides the Sales and Service
template type, as well as the following mappings:
CXCompanyExport, CXContactExport,
CXCompanyMatch, and CXContactMatch.
When you use these mappings, DaaS create a ZIP file that contains the individual CSV
files for import. Download and extract the ZIP file to a local folder, and then import
each CSV file. The parent file (Account.csv
) must be imported into
Sales first, before the child files.
When used with a CX mapping, DaaS creates the following mapping files required to import into Sales.
Account Import Files:
-
Account.csv: This is the parent mapping file for the account. It contains all companies with the same GlobalUltimateDUNSNumber as the company being exported.
-
Address.csv: This is a child account file that maps the DaaS contact (account) attributes to the Sales Address Child Object. If an account has two addresses (Main and Mailing), then DaaS generates two rows: one to store the Main address, and one to store the Mailing address. Therefore, the DaaS generated file has two sets of mappings for PartyID (PartySourceSystem + PartySourceSystemReferenceValue): one for Mailing and one for Main. If the Main address is the same as Mailing Address, then DaaS only delivers one row. Main Address is set to the "Primary" address.
-
AdditionalName.csv: This is a child account file that maps the DaaS company attributes to the Sales Additional Name Object. The DaaS generated CSV has the following values for each child row: PartyId, PartySourceSystem, PartySourceSystemReferenceValue, SourceSystem, SourceSystemReferenceValue. If a company record has five Trade Style names, then the CSV file contains five rows: one for each tradestyle.
-
AdditionalIdentifier.csv: This is a child account file that maps the DaaS company attributes to the Sales Additional Identifier Object.
-
Classification.csv: This is a child account file that maps the DaaS company attributes to the Sales Classification Object. The DaaS generated CSV file has the following values for each child row: PartyId, PartySourceSystem, PartySourceSystemReferenceValue, SourceSystem, SourceSystemReferenceValue. If a company record has 10 classification codes (code, category), then the CSV file contains 10 rows: one for each classification.
-
Account Import Files for Hierarchies:
-
Hierarchy.csv: Contains the hierarchy definition for one or multiple company hierarchies. Each row represents a single company hierarchy. Before you import this file, you must import the Accounts.csv file in Sales, which is a parent object.
-
HierarchyMember.csv: Contains information on the relationships of the company nodes in the hierarchy. Before you import this file in Sales, you must import the Accounts.csv file and the Hierarchy.csv file.
Contact Import Files:
-
Contact.csv: Mapping of the DaaS contact attributes to the Sales Contact Object.
-
ContactPoint.csv: Mapping of the DaaS contact attributes to the Sales Contact Point Child Object. If a contact record has multiple contact points, such as Email, Phone, and so on, then the CSV file contains multiple rows: one for each contact point.
The default mappings for Sales include required attributes and some other attributes. In many cases, these mappings are sufficient. However, you may want to include additional DaaS attributes, such as MarketableIndicator, Parent/HeadquarterBusinessName, or Competitors. To add any of these DaaS attributes, you must create a custom attribute for the DaaS attribute in Sales, and then map that new attribute to the DaaS attribute in the Manage Oracle Data as a Service Attribute Mapping and Preferences task.
Account.csv
Attribute Number | DaaS Data: Example | DaaS Column Header | Notes |
---|---|---|---|
1 | Walmart Inc. | OrganizationName | |
2 | PartyId | ||
3 | PhoneCountryCode | ||
4 | RawPhoneNumber | ||
5 | RawFaxNumber | ||
6 | www.walmart.com | URL | |
7 | DAAS | SourceSystem | |
8 | RE5CLDA1MTk1Nzc2OSwxLDE= | SourceSystemReferenceValue | |
9 | 1980 | YearEstablished | |
10 | WMT | StockSymbol | |
11 | 514405000000 | CurrentFiscalYearPotentialRevenueAmount | |
12 | 203611671 (US example) | TaxpayerIdentificationNumber | Previously, this Sales attribute name was JgzzFiscalCode. |
13 |
00015 (code refers to US Social Security Number) 00017 (code refers to France Siret Number) 00012 (UK Cro Number) |
NationalIdentificationCode | DaaS to pass the code and description for the code (example: US Social Security Number - 00015) |
14 | 51957769 | DUNSNumber | |
15 | ParentDUNSNumber | ||
16 | 51957769 | DomesticUltimateDUNSNumber | |
17 | N | PublicPrivateOwnershipFlag | |
18 | Importindicator | ||
19 | ExportIndicator | ||
20 | SmallBusinessIndicator | ||
21 | N | WomanOwnedIndicator | |
22 | N | MinorityOwnedIndicator | |
23 | MinorityOwnedType | ||
24 | RentOrOwnIndicator | ||
25 | LaborSurplusIndicator | ||
26 | N | OutOfBusinessIndicator | |
27 | HQ | HQBranchIndicator | |
28 | 51957769 | GlobalUltimateDUNSNumber | |
29 | N | ParentOrSubsidiaryIndicator | |
30 | 11700 | EmployeesAtPrimaryAddress | |
31 | EmployeesAtPrimaryAddressEstimation | ||
32 | EmployeesAtPrimaryAddressMinimum | ||
33 | 2200000 | EmployeesTotal | |
34 | 2 | TotalEmployeesEstimatedIndicator | |
35 | TotalEmployeesMinimumIndicator | ||
36 | 003 (description: corporation) | LegalStatus | |
37 | Department stores | LineOfBusiness | |
38 | 0020 (code for the US) | Currency | |
39 | ENRICHED | DataCloudStatus | |
40 | MatchScore | ||
41 | Walmart is an unstoppable retail force that has. | Description | DaaS populates D&B "Company Description" to "Description". |
42 | M | MarketableIndicator | |
43 | D | GEOCodeAccuracy | |
44 | 0 | SalesVolumen(USDollars)ReliabilityCode | |
45 | 514405000000 | Sales Volume(US Dollars) | |
46 | SalesVolumeLocalCurrencyReliabilityCode | ||
47 | Walmart Inc. | DomesticUltimateBusinessName | |
48 | 42 | DomesticUltimateFIPSCountryCode | |
49 | 805 | DomesticUltimateD&BCountryCode | |
50 | AR |
DomesticUltimateState/ProvinceAbbreviation |
|
51 | Walmart Inc. | GlobalUltimateBusinessName | |
52 | Y | GlobalUltimateIndicator | |
53 | 42 | GlobalUltimateFIPSCountryCode | |
54 | 805 | GlobalUltimateD&BCountryCode | |
55 | AR | GlobalUltimateState/ProvinceAbbreviation | |
56 | 51957769 | HeadquarterDUNSNumber | |
57 | Walmart Inc. | Parent/HeadquarterBusinessName | |
58 | 1 | HierarchyCode | |
59 | 7896 | NumberofFamilyMembers | |
60 | OvertheCounterStockExchange | ||
61 | WMT | NYSEStockExchange | |
62 | MSN | ASETicker | |
63 | MKSI | NMSTicker | |
64 | BKSC | NASTicker | |
65 | N | OperatesFromResidenceIndicator | |
66 | 884745530 | PrimaryCompetitor1 | |
67 | -99 | 3YearGrowthPercentageonSalesVolume | |
68 | -99 | 3YearGrowthPercentageonEmployees | |
69 | L | DelinquencyRisk | |
70 | 5 | CensusFIPSTerritoryCode | |
71 | 7 | CensusFIPSCountyCode | |
72 | 6999528 | PrimaryCompetitor2 | |
73 | 6961700 | PrimaryCompetitor3 | |
74 | 6997142 | SecondaryCompetitor1 | |
75 | 151064821 | SecondaryCompetitor2 | |
76 | New York Stock Exchange | GlobalExchangeName | |
77 | Y | PrimaryIndicator | |
78 | 2580 | FIPSMSACode | |
80 | 805 | ParentHeadquarterD&BCountryCode | |
81 | RecordStatus | ||
82 | NewDUNSNumber | ||
83 | ReasonRecertification | ||
84 | DateRecertification | ||
85 | 514405000000 | MaximumARR(US Dollars) | |
86 | 2200000 | MaxEmployees | |
87 | 514405000000 | DomesticMaxARR(USD) | |
88 | 2200000 | DomesticMaxEmployees | |
89 | 95511 | ContactCount |
Address.csv
Attribute Number | Example | DaaS Column Header | Notes |
---|---|---|---|
1 | USA | Country | |
2 | Y | PrimaryFlag |
|
3 | 123 Main Street | Address1 | |
4 | Address2 | ||
5 | San Mateo | City | |
6 | 1338 | PostalPlus4Code | |
8 | CO | State | |
9 | StateName | ||
10 | San Mateo | County | |
11 | 36.364313 | Latitude | |
12 | 36.3643 | LatitudeShort | |
13 | -94.216848 | Longitude | |
14 | -94.2168 | LongitudeShort | |
15 | 96712 | PostalCode | |
16 | 967121338 | FullPostalCode | |
17 | DAAS | SourceSystem | DaaS populates attribute Orig System. |
18 | DaaS generated hex number | SourceSystemReferenceValue | |
19 | OSC Account ID | Party ID | This is the ID of the CX account record and used in the enrichment use case. DaaS gets the value from Sales. |
20 | DAAS | PartySourceSystem | DaaS generates value. |
21 | DaaS generated hex number | PartySourceSystemReferenceValue | DaaS generates value. This is the DaaS generated Company ID used to import the account to Sales. |
22 | AddressType | This maps to AddressType. Type examples: SHIP_TO,
BILL_TO, SELL_TO.
|
|
P.O. BOX 1068 | Address1 | CSV file contains 22 columns and multiple rows for child records. | |
Address2 | |||
Honolulu | City | ||
HI | State | ||
StateName | |||
PostalCode | |||
968308931 | FullPostalCode | ||
Country | |||
DAAS | SourceSystem | DaaS sends value DAAS. | |
DaaS generated hex number | SourceSystemReferenceValue | ||
OSC Account ID | PartyId | The ID of the Sales Account record and used in the enrichment use case. DaaS gets the value from Sales. | |
DAAS | PartySourceSystem | DaaS sends value DAAS. | |
PartySourceSystemReferenceValue | DaaS generates value. Refers to the Parent DaaS OSR pair for the DaaS Account | ||
AddressType | This maps to AddressType. Type examples: SHIP_TO,
BILL_TO, SELL_TO.
|
AdditionalName.csv
Attribute Number | DaaS Data: Example | DaaS Column Header | Notes |
---|---|---|---|
1 | PartyId | ||
2 | PartySourceSystem | ||
3 | PartySourceSystemReferenceValue | ||
4 | SourceSystem | ||
5 | SourceSystemReferenceValue | ||
6 | ALIAS | NameType | |
7 | IBM | Name | |
ALIAS | NameType | CSV file contains seven columns and multiple rows for child records. | |
Vendor Payables | Name | ||
ALIAS | NameType | ||
Ibm/Hillenbrand | Name | ||
ALIAS | NameType | ||
Ibm-Endicott | Name | ||
ALIAS | NameType | ||
Ibm-Endicottabcd | Name |
AdditionalIdentifier.csv
Attribute Number | DaaS Data: Example | DaaS Column Header | Notes |
---|---|---|---|
1 | ID_NUMBER | PartyIdentifierType | ID_NUMBER is a hardcoded string passed by DaaS to Sales. |
2 | 3128924 | PartyIdentifierValue | Example: D&B sends 3128924, which is the US Social Security Number. |
3 | PartyId | ||
4 | DAAS | PartySourceSystem | Refers to the Parent DaaS OSR pair for the Company from DaaS. |
5 | RE5CLDA1MTk1Nzc2OSwxLDE= | PartySourceSystemReferenceValue | Refers to the Parent DaaS OSR pair for the Company from DaaS. |
6 | ANY ID COMPANY | IssuingAuthorityName | In File-Based Data Import, the transformation rule populated this field with the value of ANY ID COMPANY. |
7 | DAAS | SourceSystem | |
8 | abcdefghijklmnopq | SourceSystemReferenceValue |
Classification.csv
Attribute Number | DaaS Data: Example | Import Object Attribute Display Name | DaaS Column Header | Notes |
---|---|---|---|---|
1 | Primary | PrimaryFlag | If DaaS sends MajorIndustryCategoryCode, then set PrimaryFlag = Y. If DaaS doesn't send MajorIndustryCategoryCode, then Sales randomly picks one NAICSClassCategory or SICClassCategory as Primary. Users can go to the Sales UI and change the Primary flag. | |
2 | Party ID | PartyId | ||
3 | DAAS | Party Source System | PartySourceSystem | |
4 | DaaS generated Hex | Party Source System Reference Value | PartySourceSystemReferenceValue | |
5 | Source System | SourceSystem | ||
6 | Source System Reference Value | SourceSystemReferenceValue | ||
7 | ORA_HZ_MAJOR_INDUSTRY | Classification Category | ClassCategory | |
8 | 7 | Classification Code | ClassCode | When code gets passed, the UI renders the value associated with the code. 0 Misc/public administration, 1 Agriculture, 2 Mining, 3 Construction, 4 Manufacturing, 5 Transportation/comm/utilities, 6 Wholesale trade, 7 Retail trade, 8 Financial services/insurance/real estate, 9 Services |
9 | ORA_HZ_NAICS_2017 | Classification Category | ClassCategory | |
10 | 452210 | Classification Code | ClassCode | |
Classification Category | ClassCategory | CSV file contains 10 columns and multiple rows for child records. | ||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
ORA_HZ_NAICS_2017 | Classification Category | ClassCategory | ||
452319 | Classification Code | ClassCode | ||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
ORA_HZ_NAICS_2017 | Classification Category | ClassCategory | ||
445110 | Classification Code | ClassCode | ||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
ORA_HZ_NAICS_2017 | Classification Category | ClassCategory | ||
452311 | Classification Code | ClassCode | ||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode | |||
Classification Category | ClassCategory | |||
Classification Code | ClassCode |
Hierarchy.csv
Attribute Number | DaaS Data: Example | DaaS Column Header | Notes |
---|---|---|---|
1 | SourceLangFlag | ||
2 | HZ_DNB_HIERARCHY | TreeStructureCode | |
3 | 060704780_Apple Inc. | TreeCode | |
4 | 060704780_Apple Inc. | TreeName | |
5 | IconName | Allows user to save hierarchy icon name. | |
6 | TreeDescription | Allows user to save hierarchy description. | |
7 | 060704780_Apple Inc. | TreeVersionName | |
8 | TreeVersionDesc | For hierarchy tree version description. | |
9 | TreeVersionComment | For hierarchy tree version comment. | |
10 | AsOfDate | ||
11 | EffectiveStartDate | ||
12 | EffectiveEndDate | ||
13 | US | LangCode |
HierarchyMember.csv
DaaS Data: Example | DaaS Column Header | Notes | |
---|---|---|---|
1 | AsOfDate | ||
2 | LabelShortName | ||
3 | ParentPartyId | ||
4 | ParentPartyNumber | Identifies Parent Party Number. | |
5 | ParentPartyOrigSysRef | ||
6 | ParentPartyOrigSystem | ||
7 | PartyId | ||
8 | PartyNumber | ||
9 | PartyOrigSysRef | ||
10 | PartyOrigSystem | ||
11 | TreeCode | ||
12 | TreeStructureCode |
Contact.csv
Attribute Number | DaaS Data: Example | DaaS Column Header | Notes |
---|---|---|---|
1 | PartyId | ||
2 | DAAS | SourceSystem | |
3 | DaaS generated hex | SourceSystemReferenceValue | The DaaS OSR pair for the contact record. |
4 | ENRICHED | DataCloudStatus | |
5 | AddressLine1 | ||
6 | City | ||
7 | Country | ||
8 | PostalCode | ||
9 | PostalPlus4Code | ||
10 | FullPostlCode | ||
11 | State | ||
13 | MR. | SalutoryIntroduction | |
14 | Johnny | FirstName | |
15 | R | MiddleName | |
16 | Peter | LastName | |
17 | Oracle Dba | JobTitle | |
18 | Z699 | MRCCode | |
19 | MALE | Gender | |
20 | NameSuffix | ||
21 | 300000115379450 | AccountPartyId | |
22 | DAAS | AccountSourceSystem | |
23 | RE5CLDgwNjA1ODYzMiwxLDE= | AccountSourceSystemReferenceValue | In File-Based Data Import, this was Parent DaaS ID. To keep OS/OSR names consistent, this changed to Organization Original System Reference. |
24 | 51957769 | DUNSNumber | |
25 | 248962401 | IndividualID | |
26 | 24627880755 | RoleID | |
27 | 7/28/2015 | LastUpdatedDateRole | |
28 | Other | Department | |
29 | Director | ManagementLevel | |
30 | Director | StandardizedTitle | |
31 | 75 | MatchScore |
ContactPoint.csv
Attribute Number | DaaS Data: Example | DaaS Column Header | Notes |
---|---|---|---|
1 | PartyId | Contact Party ID | |
2 | DAAS | PartySourceSystem | |
3 | DaaS generated Hex for the Contact person | PartySourceSystemReferenceValue | |
4 | DAAS | SourceSystem | |
5 | DaaS generated Hex for the email | SourceSystemReferenceValue | |
6 | john.doe@microsoft.com | EmailAddress | |
7 | ContactPointType | DaaS sets the value to EMAIL/PHONE | |
8 | 1234 | PhoneExtension | |
9 | 5953333 | PhoneNumber | |
10 | 3035953333 | RawPhoneNumber | |
11 | PrimaryFlag | If RawPhoneNumber is available, the PrimaryFlag for that child record PrimaryFlag is set to "N" in CSV. |