The following table contains specific information about setting up your records before importing accounts 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.
Default Account Field Name
|
Data Type
|
Maximum Length
|
Comments
|
Account Currency
|
Picklist
|
15
|
You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
|
Account Name
|
Text
|
100
|
This field is required by default. Therefore, make sure all records have values in this field before import.
|
Account Type
|
Picklist
|
30
|
Default valid values: Competitor, Customer, Partner, and Prospect
|
Annual Revenues
|
Currency
|
15
|
|
Billing Address 2, 3
|
Text
|
100 each
|
|
Billing Address1
|
Text
|
200
|
For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
|
Billing City
|
Text
|
50
|
|
Billing Country
|
Picklist
|
30
|
Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
|
Billing PO Box/Sorting Code
|
Text
|
30
|
If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
|
Billing Province
|
Text
|
50
|
If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).
|
Billing US State
|
Picklist
|
2
|
Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
|
Billing Zip/Post Code
|
Text
|
30
|
|
Call Frequency
|
Picklist
|
30
|
Specific to Siebel CRM On Demand Life Science Edition. You can edit this picklist.
|
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.
|
External Unique ID
|
Text
|
30
|
|
Furigana Name
|
Text
|
100
|
The Furigana equivalent of the Kanji (for Japanese only).
|
HIN
|
Text
|
|
Health Industry Number. Specific to Siebel CRM On Demand Life Science Edition.
|
Industry
|
Picklist
|
50
|
The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import. Alternatively, your company's Siebel CRM On Demand administrator can create a custom Account field that contains the valid values that you expect in your import data. This would allow you to import your data into that custom field instead of this field.
Default valid values: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications
|
Influence Type
|
Picklist
|
|
Specific to Siebel CRM On Demand Life Science Edition. You can edit this picklist.
|
Integration ID
|
|
|
|
Last Call Date
|
Date
|
|
Specific to Siebel CRM On Demand Life Science Edition.
|
Location
|
Text
|
50
|
In most cases, this field is used to determine record duplication. For more information, see About Record Duplicates and External IDs.
For example, to distinguish between headquarters and a branch office of Account XYZ, the application checks both the Account Name and the Location to determine if the record is a duplicate.
|
Main Fax #
|
Phone
|
40
|
|
Main Phone #
|
Phone
|
40
|
|
Market Potential
|
Picklist
|
30
|
Specific to Siebel CRM On Demand Life Science Edition. You can edit this picklist.
|
Market Segment
|
Picklist
|
|
Specific to Siebel CRM On Demand Life Science Edition. You can edit this picklist.
|
Market Share
|
Number
|
|
Specific to Siebel CRM On Demand Life Science 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.
|
Number of Employees
|
Integer
|
n/a
|
|
Number of Physicians
|
Integer
|
|
Specific to Siebel CRM On Demand Life Science Edition.
|
Owner
|
Email
|
50
|
File data must match the Sign On User ID for an existing Siebel CRM On Demand user. If a record does not contain a valid value for this field (including no value), its value is set to the Sign On User ID of the user performing the import.
If this field is not mapped to a valid import file field when running the Import Assistant, the Owner is set to the Sign On User ID of the user performing the import for all of the imported records.
|
Owner External ID
|
Text
|
30
|
|
Parent Account
|
Text
|
100
|
Must be a valid Account name.
|
Parent Account External ID
|
Text
|
30
|
|
Parent Account Location
|
Text
|
50
|
|
Partner
|
Check box
|
|
Indication that the account is a partner.
|
Priority
|
Picklist
|
30
|
Default valid values: Low, Medium, and High
|
Public Company
|
Check box
|
n/a
|
This field should be set to the checked state if this is a public (versus privately-owned) company.
|
Reassign Account
|
Check box
|
n/a
|
Indication that the account should be reassigned. When imported, triggers automatic assignment rules for this account record, if your company administrator or manager has set that feature up.
|
Reference
|
Check box
|
n/a
|
This field should be set to the checked state if this account agreed to be a reference that you can give out to prospects.
|
Reference as of
|
Date
|
n/a
|
|
Region
|
Picklist
|
25
|
Default valid values: East, West, and Central
|
Route
|
Picklist
|
30
|
Specific to Siebel CRM On Demand Life Science Edition. You can edit the picklist.
|
Shipping Address 1
|
Text
|
200
|
For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
|
Shipping Address 2, 3
|
Text
|
100 each
|
For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.
|
Shipping City
|
Text
|
50
|
|
Shipping Country
|
Picklist
|
30
|
Default valid values are the names of all the countries in the world. The valid value for the U.S. is USA. The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import (see About Countries and Address Mapping).
|
Shipping PO Box/Sorting Code
|
Text
|
30
|
If your file contains non-U.S. addresses, map the following address items to this field: Colonia/Section, CEDEX Code, Address 4, URB, and Township (see About Countries and Address Mapping).
|
Shipping Province
|
Text
|
50
|
If your file contains non-U.S. addresses, map the following address items (or other equivalents to the U.S. State) to this field: MEX State, BRA State, Parish, Part of Territory, Island, Prefecture, Region, Emirate, and Oblast (see About Countries and Address Mapping).
|
Shipping US State
|
Picklist
|
2
|
Default valid values: Standard two-letter abbreviations for all the U.S. states (all capital letters). The application does not allow modification of valid values for this field. Make sure the import data matches the valid values for this field before import.
|
Shipping Zip/Post Code
|
Text
|
30
|
|
Source Campaign
|
Picklist
|
|
The campaign that generated the account.
|
Status
|
Picklist
|
30
|
Specific to Siebel CRM On Demand Life Science Edition. You can edit the picklist.
|
Territory
|
Text
|
255
|
|
Web Site
|
Text
|
100
|
No formatting checking (except length checking) is done on the imported data for this field.
|
YTD Revenue
|
Currency
|
|
Specific to Siebel CRM On Demand Life Science Edition.
|