Add New Companies and Contacts to Oracle Sales

You can add a contact to Oracle Sales only after exporting that contact's corresponding company with DaaS. Even if the company already exists in Sales, you must re-export or match the contact's company with DaaS before you can import the contact in Sales.

Topics:

• Add New Companies to Sales

• Add New Contacts to Sales

Note: If you export more records than remain in your quota, then only the available records are exported. When you reach your quota, the export process stops. For example, if you have 100 company records left, and you export 200 records, then the export process completes with a message in the job details that you've reached the quota limit for company records.

Add New Companies to Sales

To add companies to Sales:

• Search for Data in DaaS

• Export Data from DaaS

• Import Data into Sales

• Verify the Import of Data into Sales

DaaS provides the Sales and Service template type, as well as the following mappings:

• CXCompanyExport

• CXContactExport

• CXCompanyMatch

• CXContactMatch

Mappings created with the Sales and Service template type create a ZIP file, which contains the individual CSV files for import. See DaaS Files for Import Management in Sales. Download and extract the ZIP file to a local folder, and then import each CSV file. The Account.csv file (the parent file) must be imported first, before the child files.

Search for Data in DaaS

The first step to finding data is to search DaaS with the search box.

Export Data from DaaS

When you export data from DaaS, you must select a mapping between the attributes in the export file that you create and those in Sales. You can use a provided mapping or you can create a new mapping. Then, you export the company data into a file for later import.

1. From your search results, click Select Companies to Export.

   • Choose Export All for everything listed in the Results section.

   • Choose Export Selected for selected items in the Results section.

2. In the Export dialog, enter information in the following table:

   Field	Description
   Name	Enter a unique name for your export mapping. Consider a name that matches the name of the company or contact you are targeting; for example, company _company_export or company _contact_export. If you don't specify a name, then DAAS_COMPANY_EXPORT_ year _ month _ day _ time is applied to a company mapping and DAAS_CONTACT_EXPORT _ year _ month _ day _ time is applied to a contact mapping.
   Description	Optionally, enter a description for the mapping.
   Mapping	Select a mapping from the list. You can select a default mapping for most import jobs into Sales. To add the data using Import Management in Sales (recommended), select CXCompanyExport or CXContactExport. Skip to Step 6 to continue with the procedure. Default mappings set by the administrator cannot be edited or deleted. If you need different attributes in the mapping, you can create a new map based on a default map to edit the attributes: click Create Mapping, and from the Template Type list select Sales and Service. Note: You may want to create a new mapping if you only need a subset of the provided attributes, or if you created a custom attribute in Sales that you need to map to a DaaS attribute.
   Include Company Hierarchies	If you have an Oracle Account Enrichment subscription, you can select to export company hierarchies, to show all relationships (headquarters, subsidiaries, branches, and so on) within the company family.

   The Create Mapping page displays with the attributes discovered in your search of DaaS. Now, you must map those attributes to the attributes in Sales.

3. Use the following elements to complete the mapping:

   Note: When data is exported from DaaS with the Sales and Service template, Import Management auto-maps all the mappable fields. To map and import unmapped fields to custom attributes, use the Save As feature on the Import Map page. Custom attributes must be created separately using a sandbox in Application Composer.

   Element	Description
   Name	Enter a unique name for your export mapping.
   	Click this icon to remove any attributes you don't want.
   Add Attribute	Use this to add any attributes you extended in Sales. Or, add an attribute mapping that you accidentally removed but that you still want added. For each drop-down list displayed, select the attribute or object. See Edit Sales Mappings for information about the Sales attributes.

4. Click Save & Select. The Select Mapping dialog displays.

5. Save the file to your local drive.

Import Data into Sales

To import the company or contact data that you downloaded from DaaS into Sales, create an import activity.

To import the files into Sales:

Note: Mappings created with the Sales and Service template type create a ZIP file, which contains the individual CSV files for import. Download and extract the ZIP file to a local folder, and then import each CSV file. The Account.csv file (the parent file) must be imported first, before the child files (Address.csv, Classification.csv, AdditionalIdentifier.csv, AdditionalName.csv).

1. From the Navigator, click Tools > Import Management.

2. On the Manage Imports page, click the Create Import Activity button.

3. On the Enter Import Options page, provide values for each field as shown in the following table:

   Field	Description
   Name	Name of the import.
   Object	Select Account for companies. Select Contact for contacts.
   File Name	Browse and select a text file in CSV format. Provide a file name within 40 characters. Note: If your source file has more than 50,000 records, then you must manually split the file into several smaller files with less than 50,000 records each. The file import page only permits 50,000 records for each import job. Alternatively, you can use the External Cloud Data Loader Client, which can accept files with more than 50,000 records. See the My Oracle Support (support.oracle.com) document External Data Loader Client.
   Enable High Volume Import	DaaS imports should select this option (under Advanced Options).

4. Click Next. The Map Fields page shows the first row of the data from your source file. By default, the application tries to automatically map each of the source file columns to the appropriate target object attribute. If some of the columns in your file couldn't be mapped, then drag the target attribute onto the Attribute Name column under the Source File region.

   The data in unmapped columns aren't imported.

5. Select a predefined mapping from the list of available mappings under the Import Mapping drop-down list. If you're reusing an import mapping, then both the source and target columns are already populated.

   Leave the Attribute Name field blank for any column that you don't want to import.

6. Click Validate Data to check the field mapping.

7. Click Next. On the Review and Submit page, review the import activity configuration. If you didn't run the prevalidation on the Map Fields page, then you get a notification message to run the validation process.

8. Click Validate Data to check the data in your source file. Any validation errors display on the Mapping Validation screen. If you get warnings about unmapped columns, then you can ignore these columns, and proceed to submit the import job.

9. Click Submit to queue the import. Repeat this for all child CSV import files.

Verify the Import of Data into Sales.

To check that the company or contact data from DaaS was imported successfully into Sales:

1. On the Manage Customers page, from the Saved Search list, select Search by Accounts or Search by Contacts.

   

2. In the Name field, enter the name of one of the companies or contacts in the file that you imported, and then use the other fields to further narrow your search (such as, Customer Type Equals Prospect). Click Search.

   

3. In the Search Results table, click the company name to see details of the imported data. For contacts, click the company name associated with the customer name that you entered to see details of the imported data.

4. Verify that the following fields match the information for the company or contact in the file. For example, confirm that the D-U-N-S numbers match.

   

Add New Contacts to Sales

To add new contacts to companies that already exist in your Sales application, first either export the contact's company data (see Add New Companies to Sales) or match the contact's company data (see Match Data in Sales). Then, you can add new contacts the same way you add new companies.