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Opportunity Contact Role Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing roles for contacts 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.

Default Contact Role Field Name

Data Type

Maximum Length

Comments

Buying Role

Picklist

39

Default valid values: User, Evaluator, Approver, Decision Maker, User and Evaluator, User and Approver, User and Decision Maker, Evaluator and Approver, Evaluator and Decision Maker, Unknown

Contact External ID

Text

30

 

Contact Name

Text

255

 

Opportunity External ID

Text

30

 

Opportunity Name

Text

100

 

Primary

Check box

n/a

 

Related Topics

Contact Fields

Field Type Guidelines for Importing Data

Importing Your Data


Published 05/11/2007