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Data Checking Guidelines

Check the data in your CSV file before importing it into Siebel CRM On Demand:

  1. Check the guidelines for the field type the data is. See Field Type Guidelines for Importing Data.
  2. Check the specific information pertaining to each record type you want to import. Both the list shown in the product and this list show the recommended sequence for importing records:

TIP: Use the Tips listed in the guidelines as a checklist before you begin the import process.

NOTE: The data checking guidelines use examples relevant to the North American installations of Siebel CRM On Demand. Other country-specific installations may change the default lists of valid values so that they differ from the information shown in this section. For example, the list of valid state/province values would likely be different for a non-North American installation. In addition, valid values may be different, depending on the languages supported.


Published May 2008