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
|
|
Owner
|
|
|
|
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
|
|
|
|
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
|
|
|