Opportunity Product Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing opportunity product records 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 Product Field Name
|
Data Type
|
Maximum Length
|
Comments
|
# of Periods
|
Integer
|
3
|
|
Asset Value
|
Currency
|
|
|
Contact Full Name
|
Text
|
|
|
Contract
|
Picklist
|
|
|
Description
|
Text
|
250
|
|
External Unique ID
|
Text
|
30
|
|
Forecast
|
Check box
|
n/a
|
|
Frequency
|
Picklist
|
30
|
You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
|
Integration ID
|
|
|
|
Opportunity External ID
|
Text
|
30
|
|
Opportunity Name
|
Picklist
|
|
You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
|
Owner
|
Text
|
50
|
You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
|
Owner External ID
|
Text
|
30
|
|
Premium
|
Currency
|
15
|
|
Probability %
|
Picklist
|
22
|
|
Product External ID
|
Text
|
30
|
|
Product Name
|
Text
|
50
|
You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.
|
Purchase Date
|
Date
|
|
|
Purchase Price
|
Currency
|
15
|
|
Quantity
|
Number
|
15
|
|
Serial #
|
Text
|
|
|
Ship Date
|
Date
|
|
|
Start/Close Date
|
Date
|
|
|
Status
|
Text
|
30
|
|
Type
|
Picklist
|
30
|
|
Warranty
|
Picklist
|
|
|
|