Opportunity Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing opportunities 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 Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Account
|
Text
|
100
|
Required field by default.
|
Account External ID
|
Text
|
30
|
|
Account Location
|
Text
|
|
|
Close Date
|
Date
|
7
|
Required field by default.
|
Dealer
|
Picklist
|
|
Specific to Siebel CRM On Demand Automotive Edition.
|
Description
|
Text
|
1999
|
If a Description field in the import file exceeds 1999 characters, it is truncated to 1900 characters and the remaining characters are added to linked Notes, each with a maximum limit of 4095 characters.
|
Expected Revenue
|
Currency
|
|
Cannot be imported. Value that is calculated based on potential revenue field multiplied by value in Probability field.
|
External Unique ID
|
Text
|
30
|
|
Forecast
|
Check box
|
|
|
Integration ID
|
|
|
|
Lead Source
|
Picklist
|
30
|
|
Make
|
Picklist
|
|
Specific to Siebel CRM On Demand Automotive Edition.
|
Model
|
Picklist
|
|
Specific to Siebel CRM On Demand Automotive Edition.
|
Modified By
|
n/a
|
n/a
|
It is not currently possible to set the value of this field during import. Its value is set automatically by the application.
|
Next Step
|
Text
|
|
|
Opportunity Currency
|
Picklist
|
|
Read-only
|
Opportunity Currency
|
Text
|
20
|
|
Opportunity Name
|
Text
|
100
|
Required field by default.
|
Owner
|
Text
|
50
|
|
Owner External ID
|
Text
|
30
|
|
Priority
|
Picklist
|
30
|
Default valid values: Low, Medium, High
|
Probability %
|
Picklist
|
|
Default valid values: 0, 10, 20, 30, 40, 50, 60, 70, 80, 90, 100
NOTE: This field should always be exposed in the layout. If it is hidden, unexpected results occur.
|
Product Interest
|
Text
|
100
|
Specific to Siebel CRM On Demand Financial Services Edition.
|
Reason Won/Lost
|
Picklist
|
30
|
Default valid values: Installed Base, Price, Relationship, Track Record, No Current Project, No Budget, Not Qualified, Lost to Competition, Lost to No Decision, Other
|
Reassign Opportunity
|
Check box
|
n/a
|
|
Revenue
|
Currency
|
15
|
|
Sales Stage
|
Picklist
|
50
|
Required field by default.
This field behaves differently from most fields; it will not add picklist values that do not match even if you specify that during the import process. The import data must match the valid values for this field. If you want to capture picklist values from your CSV file that do not match the default picklist values, add them to the application before importing your data. Otherwise, the entire record is rejected. Default valid values are: Qualified Lead, Building Vision, Short List, Selected, Negotiation, Closed/Won, Closed/Lost.
|
Source Campaign
|
Picklist
|
|
The campaign that generated the opportunity.
|
Status
|
Picklist
|
|
Default valid values are Pending, Lost, and Won.
|
Territory
|
Text
|
50
|
|
Total Asset Value
|
Currency
|
15
|
Specific to Siebel CRM On Demand Financial Services Edition.
|
Total Premium
|
Currency
|
|
Specific to Siebel CRM On Demand Financial Services Edition.
|
Type
|
Picklist
|
30
|
|
Year
|
Picklist
|
|
Specific to Siebel CRM On Demand Automotive Edition.
|
|