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User Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing users 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 User Field Name

Data Type

Maximum Length

Comments

Alias

Text

50

Required field by default.

Alternate 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.

Alternate Address 2, 3

Text

100

For a description of how to map address fields on a country-by-country basis, see About Countries and Address Mapping.

Alternate City

Text

50

 

Alternate 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).

Alternate PO Box/Sorting Code

Text

30

 

Alternate Province

Text

50

For Canada, see About Countries and Address Mapping. However, this is not a picklist field.

Alternate US State

Picklist

2

For the list of valid US state values, see About Countries and Address Mapping.

Alternate Zip/Post Code

Text

30

 

Cellular Phone #

Phone

40

 

Currency

Text

50

This field is set at the company level, and, consequently, you cannot import this field or edit its picklist values.

Department

Text

75

 

Division

Text

75

 

Email

Text

50

Required field by default.

Email Temporary Password When I Click Save

Check box

n/a

If you select this check box and save, an email with a temporary password is sent to the user.

Employee Number

Number

30

 

External Unique ID

Text

30

Contains the External ID of the imported record.

First Name

Text

50

Required field by default.

Fund Approval Limit

Number

22

Specific to Siebel CRM On Demand High-Tech Edition.

Integration ID

Text

30

Identifier used for integrating with external systems.

Language

Text

50

You are not able to edit this picklist. Therefore, the values you import must exactly match the standard valid values.

Last Name

Text

50

Required field by default.

Locale

Text

50

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

Middle Name

Text

50

 

Mr./Ms.

Picklist

15

 

Reports To

Text

Not applicable

This is a calculated field, based on the manager's first and last name.

Reports To External ID

Text

30

 

Role

Picklist

50

Required field by default. Default valid values: Administrator, Executive, Field Sales Rep, Inside Sales Rep, Sales & Marketing Manager, Service Manager, Service Rep.

Status

Picklist

30

Required field by default. Default valid values: Active, Inactive.

Time Zone

Text and number

100

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

Work Fax #

Phone

40

 

Work Phone #

Phone

40

Required field by default.

Related Topics

Field Type Guidelines for Importing Data

Importing Your Data

User Fields


Published May 2008