Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Import and Export Tools

You can import data from comma-separated value (CSV) files to automatically create records in Siebel CRM On Demand. This table describes what types of records you can create by importing data and how many records you can import each time you run the import process:

Record Type

Record Limit
for Each Import

Account

30000

Account Team

50000

Appointment

30000

Appointment Contact

50000

Appointment User

50000

Asset

80000

Contact (Admin)

30000

Contact Team

50000

Campaign

50000

Campaign Recipient

50000

Lead

30000

Note

50000

Opportunity

30000

Opportunity Product

80000

Product

80000

Product Category

30000

Solution

50000

Service Request

30000

Task

30000

Task Contact

50000

Task User

50000

User

500

NOTE: If your import is greater than the available record limit, check with Customer Care to explore other options.

Depending on your administrative configuration, the following records can be made available to import:

Record Type

Record Limit
for Each Import

Contact Role

50000

Custom Object 1

30000

Custom Object 2

30000

Custom Object 3

30000

Dealer

80000

Portfolio

30000

Vehicle

80000

 

 

Each CSV file must be less than 4 MB in size. To reduce the file size, either divide the records into several files or reduce the data by deleting columns you don't want to import.

The import process consists of these steps:

You can also export data from Siebel CRM On Demand to CSV files. For information about exporting, click a topic:

Before you begin:

  • To import data, your role must include either the Administration Import privilege or the Marketing Import privilege. The Administration Import privilege lets you import all record types, whereas the Marketing Import privilege lets you import only accounts, contacts, and leads.
  • Review this entire section as well as the tutorial lessons on importing records, which provide additional information for performing imports (best practices).

    CAUTION: You cannot undo the importing of records or perform a mass deletion of records. Therefore, practice the importing procedure with a file of 5-10 records to avoid cleaning up data afterwards. If your company is importing a large number of records, attend a training session on data importing or contact Customer Care. For information on those resources, click the Training and Support link at the top of each page within Siebel CRM On Demand.

  • To export data, your role must include the Administration Export privilege.


Published May 2008