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Opportunity Product Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing opportunity product records into Siebel CRM On Demand. This information supersedes the guidelines for field data types, for further information, see Field Type Guidelines for Importing Data. You must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names the user has changed.

CAUTION: Integration ID is an advanced field used by Siebel CRM On Demand integration technologies, such as Siebel CRM UAN On Demand. Your company must not set or change this value.

Default Opportunity Product Field Name

Data Type

Maximum Length

Comments

# of Periods

Integer

3

 

Asset Value

Currency

 

 

Contact Full Name

Text

 

 

Contract

Picklist

 

 

Description

Text

250

 

External Unique ID

Text

30

 

Forecast

Check box

n/a

 

Frequency

Picklist

30

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Integration ID

 

 

 

Opportunity External ID

Text

30

 

Opportunity Name

Picklist

 

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Owner

Text

50

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Owner External ID

Text

30

 

Premium

Currency

15

 

Probability %

Picklist

22

 

Product External ID

Text

30

 

Product Name

Text

50

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Purchase Date

Date

 

 

Purchase Price

Currency

15

 

Quantity

Number

15

 

Serial #

Text

 

 

Ship Date

Date

 

 

Start/Close Date

Date

 

 

Status

Text

30

 

Type

Picklist

30

 

Warranty

Picklist

 

 

Related Topics

Field Type Guidelines for Importing Data

Importing Your Data


Published 05/11/2007