Import Initial Contact Point Data

Before you can begin using Customer Experience for Utilities solutions, you must perform the initial load of contact point data into the Oracle Fusion system. Contact point data represents the contact information associated with the person records in your Oracle Utilities customer information system (CIS).

This image shows a simplified example of what your file might look like when you complete this process:

Figure 5-3 Contact Point Sample File

1. Using the method of your choice, export the following data from your Oracle Utilities customer information system (CIS) into a CSV file:

   • All Person records with PER_OR_BUS_FLG = P or B

   If you are using Oracle Utilities Customer Cloud Service, release 24 or later, you can use batch processes provided in the system to export your data. See Exporting Data from Customer Cloud Service.

2. Update the CSV file so that it contains the following column headings, in this order, and that the data in the columns represents valid Oracle Fusion values. For additional information about accepted values, see Appendix A: Data Mapping.

   1. PartyNumber - This column should contain CIS_ followed by the SourceSystemReferenceValue associated with the person that you imported during the previous tasks. For example, CIS_0123456789.

      If the data is imported from your Oracle Utilities customer information system, the party number can be assigned during the export file generation. The same party number should be updated in your customer information system for that person record. See Update the Party Number in Oracle Utilities for additional information.

   2. ContactPointType - This column should contain the Oracle Fusion value that represents the type of contact point. For example, PHONE or EMAIL.

   3. PrimaryFlag - This column should contain a Y or N to identify whether the contact point is the primary contact method for the specified type.

   4. URL - This column should contain the URL value of the contact point, if available.

   5. WebPurpose - This column should contain the description of the associated URL. For example, SALESURL.

   6. EmailAddress - This column should contain the email address, if available.

   7. EmailPurpose - This column should contain the description of the associated email address. For example, PERSONAL.

   8. PhoneCountryCode - This column should contain the country code of the phone number.

   9. PhoneAreaCode - This column should contain the area code of the phone number.

   10. PhoneNumber - This column should contain the phone number, less the country code, area code, and extension.

   11. PhoneExtension - This column should contain the phone extension, if available.

   12. PhonePurpose - This column should contain the description of the associated phone number. For example, PERSONAL.

   13. PhoneType - This column should contain the type of the associated phone number. For example, MOBILE.

   14. You might also have additional columns to import characteristics. When importing characteristics, you must ensure that the column heading is an accepted value in the Oracle Fusion system.

   15. Import this file into Oracle Fusion. See the Understanding Import and Export Management for Sales and Fusion Service Guide in the Oracle Sales library for instructions.

   16. Verify that the contact points exist in the Oracle Fusion system. For information, see the Managing Contacts and Managing Accounts topics in the Oracle Sales Automation library.

In this section:

• Update the Party Number in Oracle Utilities