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Lead Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing leads 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. 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: This 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 Lead Field Name

Data Type

Maximum Length

Comments

Account External ID

Text

30

 

Alias

Text

50

 

Annual Revenues

Currency

15

 

Associated Account

n/a

n/a

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Associated Contact

n/a

n/a

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Associated Opportunity

n/a

n/a

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Billing 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.

Billing 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.

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.

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

50

 

Campaign

n/a

n/a

This value is specified when using the Siebel CRM On Demand Lead Import Assistant. It is not possible to directly set values for the Campaign field in the import data.

Campaign External ID

Text

30

 

Cellular Phone #

Phone

40

 

Company

Text

100

 

Contact External ID

Text

30

 

Created 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.

Description

Text

1999

 

Email

Text

100

 

Estimated Close Date

Date

7

 

External Unique ID

Text

30

 

First Name

Text

50

This field is required by default. Make sure all records have values in this field before import.

Furigana First Name

Text

50

The Furigana equivalent of the Kanji (for Japanese only).

Furigana Last Name

Text

50

The Furigana equivalent of the Kanji (for Japanese only).

Industry

Picklist

50

Siebel CRM On Demand 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 Lead field that contains the valid values that you expect in your import data. This allows 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

Integration ID

 

 

 

Job Title

Text

75

 

Last Name

Text

50

This field is required by default. Make sure all records have values in this field before import.

Lead Currency

Text

20

 

Lead Owner

n/a

n/a

This value is specified when using the Siebel CRM On Demand Lead Import Assistant. After importing your leads, you can also specify that leads get reassigned based on Lead Assignment Rules defined for your company. It is not possible to directly set values for the Lead Owner field in the import data.

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.

Mr./Ms.

Picklist

15

Default valid values: Miss., Mr., Ms., Mrs., and Dr.

Never Email

Check box

n/a

 

Next Step

Text

250

 

Number of Employees

Integer

15

 

Opportunity External ID

Text

30

 

Potential Revenue

Currency

15

 

Primary Phone #

Phone

40

 

Product Interest

Text

100

 

Rating

Picklist

30

Default valid values: A, B, C, and D

Reassign Lead Owner

n/a

n/a

This value is specified for all leads in a specific import when using the Siebel CRM On Demand Lead Import Assistant. It determines whether the imported leads are assigned to new owners based on Lead Assignment Rules defined for your company.

Referred By

Picklist

 

 

Sales Person

n/a

n/a

It is currently not possible to import data into this field. Its value can only be set directly in the application (on the Lead Edit page).

Sales Person External ID

Text

30

 

Source

Picklist

30

Default valid values: Advertisement, Direct Mail, Email, Event - Seminar, Event - Trade Show, Event - Other, List - Purchased, List - Rented, Referral - Employee, Referral - External, Web Site, and Other

Status

n/a

n/a

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values and they must match the business logic.

Web Site

Text

100

 

Work Fax #

Phone

40

 

Related Topics

Leads Fields

Field Type Guidelines for Importing Data

Importing Your Data


Published 05/11/2007