How do I import organization data?
You can use Import Management to create or update Organization records.
To import Organization records, perform the following tasks:
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Map your source data to Oracle Applications Cloud object attributes.
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Create source Comma Separated Values (CSV) file for import.
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Create the import activity.
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Review the import results.
How You Map Your Source Data to Target Object Attributes
To import your Organization data into Oracle Applications Cloud, you need to populate a CSV file with your source data and map that source data to target object attributes in Oracle Applications Cloud.
You need to do the following before creating the CSV file for data import:
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Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
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Ensure prerequisite setups are done, if applicable.
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Understand your options for uniquely identifying the records.
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Ensure parent records exist before importing child records.
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Identify the target object attributes that are required in the CSV file for a successful import.
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Ensure that you don't insert duplicate addresses while importing, to avoid redundant data.
Before You Start
You must do some basic checks before starting your import. For example, make sure that:
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You have completed all the prerequisites for importing each attribute in your source data.
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You have all parent records in place before importing child records.
Select a Unique Identifier for Your Records
All records must be unique in the application. You can use one of these to identify records:
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Public unique identifiers: If you're creating records, then you can provide an easily understandable public unique identifier. These are, usually, denoted with 'Number' and visible in the business object's UI. PUID attributes are usually named <object> Number. If you're updating a record with a Number attribute, then use the Number attribute to identify the record. For more information about public unique identifiers, see the topic "How You Use Alternate Keys to Import Records" in Related Topics section.
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Source system and source system reference: Source system is an identifier for the external system, and source system reference is a unique identifier within the external system. If you're importing new organizations or are updating organizations that have source system reference data, then provide the source system and source system reference values.
Required Attributes and Validations for Organization Object
To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes. This table lists the required attributes for importing new Organization records, required attributes for updating Organization records, prerequisite setup tasks for the attributes, and specific validations, if any, for Organization import:
Attribute |
Description |
Prerequisite Setup Task/ Import Validations |
Creating an Organization Record |
Updating an Existing Organization Record |
---|---|---|---|---|
SourceSystem |
The original source system name |
Know the source system. To view source systems, use the Manage Trading Community Source System task. |
Conditionally Required To identify an organization record, use one of these:
|
Conditionally Required To identify an organization record, use one of these:
|
SourceSystemReferenceValue |
The identifier in the original source system |
Know the source system reference value. To view the source systems reference, use the Manage Trading Community Source System task. |
Conditionally Required To identify an organization record, use one of these:
|
Conditionally Required To identify an organization record, use one of these:
|
PartyNumber |
The public unique identifier of the party. |
Know party number. To obtain a list of all party IDs and party numbers, export the Party object. |
Conditionally Required |
Conditionally Required |
OrganizationName |
The name of the party of the Organization party type. |
The organization names are listed in the Resource Directory. |
Required |
Conditionally Required |
PartyUsageCode |
Specifies the party usage code to which the organization is associated |
This should be an active value in the HZ_PARTY_USAGES_B table. |
Required |
Not required |
CleanlinessScore |
The overall score for the account or contact record for the category Cleanliness |
No validation |
Optional |
Optional |
CompletenessScore |
The overall score for the account or contact record for the category Completeness |
No validation |
Optional |
Optional |
DataConfidenceScore |
The overall data confidence score that indicates the level of data quality for a record |
No validation |
Optional |
Optional |
DuplicateIndicator |
Signifies the duplicate status of the record that's determined as follows:
|
No validation |
Optional |
Optional |
DuplicateScore |
The overall score for the account or contact record for the category Duplicate |
No validation |
Optional |
Optional |
EnquiryDuns |
A unique identifier used to query the Dun and Bradstreet data. If the location is a branch, in some countries the "DUNS" number of the headquarters is used to run the query. Otherwise, the "DUNS" number is considered. |
No validation |
Optional |
Optional |
EnrichmentScore |
The overall score for the account or contact record for the category Enrichment |
No validation |
Optional |
Optional |
LastScoreUpdateDate |
The date and time at which this record was updated by the source system in the last update source system column |
No validation |
Optional |
Optional |
RecencyScore |
The overall score for the account or contact record for the category Recency |
No validation |
Optional |
Optional |
ThirdPartyFlag |
This option tracks if a party has a direct relationship with the organization using Oracle receivables or through a third party supplier. The value Y denotes third party relationship, while the value N denotes direct relationship. If Oracle Service is installed, the Third Party field in the Customers window is mandatory. |
No validation |
Optional |
Optional |
ValidatedFlag |
Indicates if the party was validated. The value Y denotes a validated party, while the value N denotes a party that's not validated. |
No validation |
Optional |
Optional |
ValidityScore |
The overall score for the account or contact record for the category Validity |
No validation |
Optional |
Optional |
You can view the Organization object along with all its child objects and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.
Create the Source CSV File
You include the data that you want to import into CX Sales and Fusion Service in a source CSV file.
You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:
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Go to
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Select the Organization object in the table and click Download.
You can now edit the downloaded file and provide valid values for the required attributes.
Create the Import Activity
After you have the CSV file ready, create an import activity to import the information. To create an import activity:
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Go to
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Click Create Import Activity in the Manage Imports page.
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In the Enter Import Options page, provide a name for the import activity, and select Organization from the Object drop-down list.
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Select the CSV file in the File Name field, and click Next.
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You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
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Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
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Review the import details on the Review and Submit page, and click Submit when you're ready.
Review the Import Results
Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:
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Go to
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Click All Imports and search for the import activity that you created earlier.
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Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.