Organize Your Data in the FBDI Spreadsheet Import Template

To organize the data in the FBDI import template:
  1. Download the FBDI template for the object you want to import.
    1. Open the File-Based Data Import for SCM guide on Oracle Help Centre.
    2. Within the Contents panel in the guide, scroll to the object you need to import and click the name (Example: Item). You can also use the search bar to search within the book. For example, search for Item Import to navigate directly to the appropriate page.
    3. In the topic for the object, click the XLSM file link to download the template (for example, ItemImportTemplate.xlsm).
  2. After downloading the appropriate template, open it and confirm that macros are enabled.
  3. Fill in all the required data and any optional data as desired on any or all worksheets.

    The first tab in the file contains the instructions for using the template and generating the CSV ZIP file. The other tabs, also called Control Files, correspond to each of the item interface tables.

Tips for entering data into the template:
  • The first row in each sheet contains column headers that represent the interface table columns. The columns are in the order that the control file expects them to be in the data file.
  • Don't change the order of the columns in the Excel sheets. Changing the order of the columns will cause the load process to fail.
  • You can hide columns that you don't intend to use, but you can't delete columns. Deleting columns will cause the load process to fail.
  • You must enter data that conforms to what the control file can accept and process for the associated database column:
    • Date fields must be entered in YYYY/MM/DD format.
    • Amount columns must not contain a thousand separator and must use a period (.) as the decimal separator.
    • Columns that must be whole numbers have data validation to allow only whole numbers to be entered.
  • Refer to the bubble text on each column header for information on the data and data type the column requires.
  • The predefined source system code PIMDH (for Product Information Management Data Hub) is used when you want to import items that don't originate from an external source system, such as a supplier.
  • The provided item class is called Root Item Class, this item class will be used for imports.
  • Items are always created in a master organization. Organizations are created during initial setup of the environment using the Setup and Maintenance task.
  • Provide a numeric Batch ID. Non-Product Hub customers don't have access to create batches, so any ID is sufficient.
  • The system identifies the items that must be updated based on the Transaction Type column. If Transaction Type is set to Sync, during import if the item exists in the database, then the item is updated. If the item doesn’t exist in the database, then it’s created. The other key columns for updating the item are:
    • Item Number
    • Organization Code
    • Batch ID
    • Batch Number
  • To delete values of attributes, including individual values of multirow attributes, set the Transaction Type to Delete for the values you want to delete.

Interface Tables and Related Control Files

The set of interface tables include the main EGP_SYSTEM_ITEMS_INTERFACE table, in which you can insert item data. You can also insert 13 other interface tables including, data of the item's child entities such as revisions, categories, and extensible flexfields.

You can use the control files to load data from a .csv file into interface tables using the Load Interface File for Import scheduled process.

The following table lists the interface table and the related control files and objects.

Control File

Interface Table

Object

EgpSystemItemsInterface.ctl

EGP_SYSTEM_ITEMS_INTERFACE

Items

Assign Items to Child Orgs

EgpItemRevisionsInterface.ctl

EGP_ITEM_REVISIONS_INTERFACE

Item Revisions

EgpItemCategoriesInterface.ctl

EGP_ITEM_CATEGORIES_INTERFACE

Item Categories

EgoItemAssociationsIntf.ctl

EGO_ITEM_ASSOCIATIONS_INTF

Item Supplier Associations

EgpItemRelationshipsIntf.ctl

EGP_ITEM_RELATIONSHIPS_INTF

Item Relationships

EgoItemIntfEffb.ctl

EGO_ITEM_INTF_EFF_B

Item level flexfields

EgoItemIntfEfftl.ctl

EGO_ITEM_INTF_EFF_TL

Item level flexfields

EgoItemRevisionIntfEffb.ctl

EGO_ITEM_REVISION_INTF_EFF_B

Item Revision flexfields

EgoItemRevisionIntfEfftl.ctl

EGO_ITEM_REVISION_INTF_EFF_TL

Item Revision flexfields

EgoItemSupplierIntfEffb.ctl

EGO_ITEM_SUPPLIER_INTF_EFF_B

Item Supplier flexfields

EgoItemSupplierIntfEfftl.ctl

EGO_ITEM_SUPPLIER_INTF_EFF_TL

Item Supplier flexfields

EgoStyleVariantAttrvsIntf.ctl

EGO_STYLE_VARIANT_ATTR_VS_INTF

Style Variant Attribute

EgpTradingPartnerItemsIntf.ctl

EGP_TRADING_PARTNER_ITEMS_INTF

Trading Partner Items

EgoItemAttachments.ctl

EGP_ITEM_ATTACHMENTS_INTF

Item Attachments

As the details of the mapping between the data of a source system and Product Hub might vary significantly based on the source system, the scope of these recommendations is limited to a best practices approach.
  • Build an export file in the same format as the Product Hub interface described in the template. You will need to create staging tables and a spreadsheet that mirrors the tabs contained in this template. Then, a mapping needs to be decided as to which data of the source system goes into which Product Hub interface columns and tables. Based on the mapping, you should extract the relevant data from the source system. You can use SQL, ODI, or a similar tool to extract data into your staging tables.
  • Your spreadsheet must have the same columns, and the columns must be in the same order, as in the template. The value in the first column is always the interface table name.
  • Once you have extracted the data into your temporary spreadsheet, cut and paste the data into the relevant sheets provided in the template.
  • For ID columns, you will need to develop a mapping between existing values and Oracle Fusion values. Use the implementation pages in the Setup and Maintenance work area to extract the identifier. For columns where you will need to use the Setup and Maintenance work area to get the Oracle Fusion values, the comments in the column header of the spreadsheet mentions the task name which you should navigate to in the Setup and Maintenance work area.
  • For key flexfields, you will also need to develop a way to map the values in the source system that correspond to the unique combinations in Product Hub. For key flexfield columns in the spreadsheet that require internal IDs, use the related Oracle Fusion implementation pages to export the internal IDs and the segment values to map to the source system values. The Items interface table has six columns that get their values from key flexfields:
    • Process Supply Locator
    • Process Yield Locator
    • WIP Supply Locator
    • Sales Account
    • Expense Account
    • Asset Category