Data Checking Guidelines
Check the data in your CSV file before importing it into Siebel CRM On Demand:
- Check the guidelines for the field type the data is. See Field Type Guidelines for Importing Data.
- Check the specific information pertaining to each record type you want to import. Both the list shown in the product and this list show the recommended sequence for importing records:
TIP: Use the Tips listed in the guidelines as a checklist before you begin the import process.
NOTE: The data checking guidelines use examples relevant to the North American installations of Siebel CRM On Demand. Other country-specific installations may change the default lists of valid values so that they differ from the information shown in this section. For example, the list of valid state/province values would likely be different for a non-North American installation. In addition, valid values may be different, depending on the languages supported.
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