Import Your Hierarchy Member Data

How You Map Your Source Data to Target Object Attributes

To import your Hierarchy Member 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:

Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
Ensure prerequisite steps are complete, such as understanding what attributes are required for importing your objects.
Understand your options for uniquely identifying the records.
Ensure parent records exist before importing child records.
Identify the target object attributes that are required in the .CSV file for a successful import.

Before You Start

You must do some basic checks before starting your import. For example, make sure that:

You have completed all the prerequisites for importing each attribute in your source data.
You have all parent records in place before importing child records.

Select a Unique Identifier for Your Records

To import data into Oracle Applications Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Applications Cloud.

The preferred option to uniquely identify an object record is through the Public unique identifiers. If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the Hierarchy Member object, the attributes are:

TreeStructureCode
TreeCode
PartyNumber
ParentPartyNumber
AsofDate

Required Attributes and Validations for Hierarchy Member 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.

The following table lists the required attributes for importing new Hierarchy Member records, required attributes for updating Hierarchy Member records, prerequisite setup tasks for the attributes, and specific validations, if any, for Hierarchy Member import:

Attribute	Description	Data Type	Data Length	Prerequisite Setup Task/ Import Validations	Creating a Hierarchy Member Record	Updating an Existing Hierarchy Member Record
TreeStructureCode	Unique identifier for a tree structure.	Varchar2	30	Seeded data needs to be present.	Required	Required
TreeCode	User defined identifier for the tree code.	Varchar2	30	No validation	Required	Required
PartySourceSystem	Original System Id for the party.			An account needs to exist.	Required	Required
PartySourceSystemReference	Original System Reference for the party.			An account needs to exist.	Required	Optional
PartyId	Unique Id for the Party.	Number	18	An account needs to exist.	Required	Required
ParentPartyId	Unique Id for the Parent Party.	Number	18	An account needs to exist.	Required	Required
ParentPartySourceSystem	Original System Id for the parent party.	Varchar2	30	An account needs to exist.	Required	Optional
ParentPartySourceSystemReference	Original System Id for the parent party.	Varchar2	240	An account needs to exist.	Required	Optional
LabelShortName	Label Name based on the position in the tree hierarchy with respect to the child.	Varchar2	80	Seeded data has to exist.	Required	Optional
PartyNumber	Unique identification number for this party.	Varchar2	30	An account needs to exist.	Required	Optional
ParentPartyNumber	Unique identification number for this parent party.	Varchar2	30	An account needs to exist.	Required	Optional

You can view the Hierarchy Member 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

The .CSV file is provided as input to the file-based data import process. You must populate the .CSV file with the data you want to import into Oracle Applications Cloud.

You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Hierarchy Member object in the table and click Download.

You must edit the template CSV file and provide valid values for the required attributes. You can attach different types of files, giving each file a specific description.

You can now edit the downloaded file and provide valid values for the required attributes.

Note: For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

To import data into Oracle Applications Cloud, you need to create an import activity and provide the CSV file as an input to the activity.

To create an import activity, do the following:

In the Navigator, under Tools, click Import Management.
On the Manage Imports page, click Create Import Activity.
In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select Hierarchy Member from the Object drop-down list.
In File Name, browse and upload the required .CSV file, and click Next.
In the Create Import Activity: Map Fields page edit the attribute mappings if required, and click Next.

Note: Click Validate Data to validate the mapping of the source file for unmapped columns and to check for data format issues.
In the Create Import Activity: Review and Submit page, click Submit.

Note: Initiate the Tree Flattening Service manually. Do one of the following:

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:

Go to Navigator > Tools > Import Management > Import Queue.
Click All Imports and search for the import activity that you created earlier.
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.