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Account Fields: Import Preparation

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.

NOTE: The Default Field column in this table contains the initial (default) name for each field. Your company administrator may have changed the default names. Therefore, if you do not see a specific field when you try to do an import, check with your administrator to determine the new name for the field.

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 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.


Published 05/11/2007