The following table contains specific information about setting up your CSV file before importing partners into Oracle CRM On Demand. This information supplements the guidelines in the topic, Field Type Guidelines for Importing Data. First, you must review the following information before importing partners.
Default Partner Field Name
|
Data Type
|
Maximum Length
|
Comments
|
# Physicians
|
Number
|
22
|
This is specific to Oracle CRM On Demand Life Sciences Edition.
|
Account Partner
|
Text
|
1
|
None
|
Annual Revenues
|
Currency
|
15
|
None
|
Billing Address 1
|
Text
|
200
|
None
|
Billing Address 2
|
Text
|
100
|
None
|
Billing Address 3
|
Text
|
100
|
None
|
Billing City
|
Text
|
50
|
None
|
Billing Country
|
Picklist
|
30
|
None
|
Billing PO /Sorting Code
|
Text
|
30
|
None
|
Billing Province
|
Text
|
50
|
None
|
Billing US State
|
Picklist
|
2
|
The value for this field is the standard two-letter abbreviation for U.S. states, for example, IA for Iowa.
|
Billing ZIP/Post Code
|
Text
|
30
|
None
|
Call Frequency
|
Picklist
|
30
|
This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
|
Channel Account Manager
|
Text
|
50
|
None
|
Compliance Review Date
|
UTC Date Time
|
7
|
This is the date that the Compliance Status is due for review.
|
Compliance Status
|
Picklist
|
30
|
You can edit this picklist.
|
Description
|
Text
|
255
|
None
|
Expertise
|
Text
|
30
|
You can edit this picklist.
|
External Unique ID
|
Text
|
30
|
None.
|
Furigana Name
|
Text
|
100
|
None.
|
HIN
|
Text
|
30
|
Health Industry Number (HIN).
|
Industry
|
Picklist
|
50
|
This picklist is read-only. The default values for this picklist are: Automotive, Energy, Financial Services, High Technology, Manufacturing, Other, Pharmaceuticals, Retail, Services, and Telecommunications.
|
Influence Type
|
Picklist
|
30
|
You can edit this picklist.
|
Last Assignment Completion Date
|
UTC Date Time
|
7
|
None
|
Last Assignment Submission Date
|
UTC Date Time
|
7
|
None
|
Last Call Date
|
UTC Date Time
|
7
|
None
|
Location
|
Text
|
50
|
None
|
Main Fax #
|
Phone
|
40
|
None
|
Main Phone #
|
Phone
|
40
|
None
|
Market Potential
|
Picklist
|
30
|
This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
|
Market Segment
|
Picklist
|
30
|
This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist.
|
Market Share
|
Number
|
Not applicable
|
This is specific to Oracle CRM On Demand Life Sciences Edition. You can edit this picklist. This number is between zero (0) and 100.
|
Maximum Number of Users
|
Integer
|
Not applicable
|
None
|
Number of Employees
|
Integer
|
22
|
None
|
Originating Partner Account
|
Picklist
|
100
|
This picklist is read-only. This picklist contains the value of the valid partner.
|
Owner
|
Text
|
50
|
This field contains the name of the current owner of this record.
|
Owner Partner Account
|
Picklist
|
100
|
This picklist is read-only.
|
Partner Currency
|
Picklist
|
15
|
This picklist is read-only. This value must match the existing value for the current partner currency.
|
Partner Level
|
Picklist
|
30
|
You can edit this picklist.
|
Partner Name
|
Text
|
100
|
This is the partner's name.
|
Partner Organization Status
|
Picklist
|
30
|
This field indicates if the partner is an active or an inactive Partner Relationship Partner (PRM) organization. When this is set to active, a book is automatically created for the partner organization. Their users are automatically added to the book. This book is only used when relating partners to each other in the Partner Relationship Related Item under the Partner Record field. You can edit this picklist.
|
Price List
|
Picklist
|
50
|
This picklist is read-only. The default values for this picklist are the names of the price lists.
|
Primary Partner Type
|
Picklist
|
30
|
This picklist is read-only. The default values in this picklist are the partner types associated with the partner.
|
Principal Partner Account
|
Picklist
|
100
|
This picklist is read-only. The default value for this picklist is the value of the partner.
|
Priority
|
Picklist
|
30
|
You can edit this picklist.
|
Public Company
|
Check Box
|
Not applicable
|
None.
|
Ranking
|
Number
|
22
|
None.
|
Reassign Account
|
Check box
|
Not applicable
|
This field indicates that the account should be reassigned. When imported, triggers automatic assignment rules for this account record, if your company administrator or manager has set that feature up.
|
Reference
|
Check Box
|
Not applicable
|
This field should be set to the checked state if this account agreed to be a reference that you can give out to prospects.
|
Reference as of
|
Date
|
Not applicable
|
None
|
Region
|
Picklist
|
25
|
You can edit this picklist. The default valid values are East, West, and Central.
|
Route
|
Picklist
|
30
|
You can edit this picklist.
|
Shipping Address 1
|
Text
|
200
|
None
|
Shipping Address 2
|
Text
|
100
|
None
|
Shipping Address 3
|
Text
|
50
|
None
|
Shipping City
|
Text
|
50
|
None
|
Shipping Country
|
Picklist
|
30
|
None
|
Shipping PO Box/Sorting Code
|
Text
|
30
|
None
|
Shipping Province
|
Text
|
50
|
None
|
Shipping US State
|
Picklist
|
2
|
The value for this field is the standard two-letter abbreviation for U.S. states, for example, IA for Iowa.
|
Shipping ZIP/Post Code
|
Text
|
30
|
None.
|
Source Campaign
|
Picklist
|
100
|
This picklist is read-only. The default value for this picklist is the name of the source campaign that generated the account .
|
Status
|
Picklist
|
30
|
You can edit this picklist.
|
Territory
|
Picklist
|
50
|
This picklist is read-only. The default field in this picklist is the name of the territory.
|
Web Site
|
Text
|
100
|
None.
|
YTD Revenue
|
Currency
|
22
|
This is specific to Oracle CRM On Demand Life Sciences Edition. This stands for Year To Date.
|
