Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Note Fields: Import Preparation

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

Data Type

Maximum Length

Comments

Account External ID

Text

30

 

Account Name

Text

255

 

Campaign External ID

Text

30

 

Campaign Name

Text

255

 

Contact External ID

Text

30

 

Contact Name

Text

255

 

Description

Text

4095

 

Opportunity External ID

Text

30

 

Opportunity Name

Text

100

 

Private

Check box

n/a

 

Service Request External ID

Text

30

 

Service Request Number

Number

15

 

Subject

Text

30

Required field by default.

Related Topics

Field Type Guidelines for Importing Data

Importing Your Data


Published May 2008