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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.


Published 05/11/2007