Import and Export Tools
You can import data from comma-separated value (CSV) files to automatically create records in Siebel CRM On Demand. This table describes what types of records you can create by importing data and how many records you can import each time you run the import process:
Record Type
|
Record Limit for Each Import
|
Accounts
|
30,000
|
Appointments
|
30,000
|
Assets
|
80,000
|
Campaigns
|
50,000
|
Contact Roles
|
50,000
|
Contacts
|
30,000
|
Leads
|
30,000
|
Notes
|
30,000
|
Opportunities
|
30,000
|
Opportunity Products
|
80,000
|
Products
|
80,000
|
Service Requests
|
30,000
|
Solutions
|
50,000
|
Tasks
|
30,000
|
Users
|
500
|
NOTE: If your import is greater than the available record limit, check with Customer Care to explore other options.
Each CSV file must be less than 4 MB in size. To reduce the file size, either divide the records into several files or reduce the data by deleting columns you don't want to import.
The import process consists of these steps:
You can also export data from Siebel CRM On Demand to CSV files. For information about exporting, click a topic:
Before you begin:
- To import data, your role must include either the Administration Import privilege or the Marketing Import privilege. The Administration Import privilege lets you import all record types, whereas the Marketing Import privilege lets you import only accounts, contacts, and leads.
- Review this entire section as well as the tutorial lessons on importing records, which provide additional information for performing imports (best practices).
CAUTION: You cannot undo the importing of records or perform a mass deletion of records. Therefore, practice the importing procedure with a file of 5-10 records to avoid cleaning up data afterwards. If your company is importing a large number of records, attend a training session on data importing or contact Customer Care. For information on those resources, click the Training and CustomerCare links at the top of each page within Siebel CRM On Demand.
- To export data, your role must include the Administration Export privilege.
|