Initial Data Synchronization

If you are adding Customer Experience for Utilities solutions to an existing Oracle Utilities customer information system, you must load your existing person and contact data from Oracle Utilities into the Oracle Fusion system. You perform this initial data synchronization process for each type of person data to ensure that all required data is available in Oracle Fusion.

For example, if you are using Oracle Utilities Customer to Meter, complete these steps:

1. Export person data from Customer to Meter into a csv file.

2. Edit the csv file so that data represents the values that are accepted by the Oracle Fusion system.

3. Import your data into Oracle Fusion using the Oracle Sales and Service Import and Export feature.

You will perform this process once for each of the following types of data:

• Export Person records with type = P (Person) to create Oracle Fusion Contact records.

• Export Person records with type = B (Business) to create Oracle Fusion Account records.

• Export contact information for all Person records to create Oracle Fusion Contact Point records.

After you complete these initial data imports to Oracle Fusion, you can then rely on the Ongoing Data Synchronization process to manage any changes that occur in your systems.

As you edit your csv files to include Oracle Fusion values, refer to Appendix A: Data Mapping for assistance and additional information.

For information about the Oracle Sales and Service Import and Export features, see the Understanding Import and Export Management for Sales and Fusion Service Guide, available in the Oracle Sales library.

In this section:

• Import Initial Contact Data
  
• Import Initial Account Data
  
• Import Initial Contact Point Data
  
• Exporting Data from Customer Cloud Service