Importing Sales Accounts from the Sales Accounts Import Template

This demonstration shows how to import sales accounts using  a sample template you can download from support.oracle.com (Doc ID 1507036.1).

This is the third in a series of four demonstrations that show how to import sales accounts in Oracle Fusion CRM using File-Based Data Import.

These demonstrations include:

1. Understanding the sample sales accounts import template

2. Creating the source system for your data

3. Importing sales accounts from a file

4. Verifying the imported sales accounts

Steps:

1. Start by navigating to the Setup and Maintenance work area.

   Step 1

2. Search for the Manage File Import Activities task.

    

   Step 2

3. Click the Search button.

   Step 3

4. Click the Go to Task button.

   Step 4

5. Now that we are on the Manage Import Activities page, let's create an import activity.

   Step 5

6. Click the Create button.

   Step 6

7. Creating an import activity involves several steps. In the first step, you select the object you are importing, upload your file and set some options.

   Step 7

8. Let's enter a name for the import.

   Step 8

9. Now select the object we are importing. For sales accounts, you select Customer. 

    

   What objects are available for import depends on application security, specifically, the enterprise roles assigned to you.

    

   Step 9

10. Click the Customer list item.

    Step 10

11. We are uploading the file from our computer, so we select the Desktop option.

     

    In the Sales and Marketing Cloud service, this is the only option available to you.

    Step 11

12. Click the Browse… button.

    Step 12

13. Select the file ImportTemplate-Customer-SalesAccounts.csv.

    Step 13

14. Click the Open button.

    Step 14

15. The file includes a header, so we select the Header row included option.

    Step 15

16. Now let's go to the next step, where we map the columns in the file to the application attributes.

     

    Click the Next button.

    Step 16

17. You can select an existing mapping if you imported a similar file in the past or if an administrator created a mapping for you.

    Step 17

18. Here we are creating a new mapping.

    Step 18

19. The column header in the sample template includes all the information we need to create the mapping.

     

    So let's expand the column so you can see the names.

     

    Step 19

20. Step 20

21. The first part of the column header name is the target object you will select to create the mapping.

    Step 21

22. The second part is the target attribute.

    Step 22

23. Now let's map the first attribute.

    Select OrganizationProfile as the target object.

     

    Step 23

24. Click the OrganizationProfile list item.

    Step 24

25. Now select the target attribute, OrganizationName.

     

    Step 25

26. Click the Search link.

    Step 26

27. Click the button of the scrollbar.

    Step 27

28. Click the OrganizationName list item.

    Step 28

29. Now enter the rest of the mapping.

    Step 29

30. When you are done, click the Next button.

    Step 30

31. By default, the import is scheduled to run immediately. That's what we want, so let's go to the next page.

    Step 31

32. Click the Next button.

    Step 32

33. We start the import by clicking the Activate button.

    Step 33

34. The application returns you to the Manage Import Activities page where you can monitor the progress of your import.

    Step 34

35. Click your browser's refresh button to see the current status.

    Step 35

36. A status of Completed indicates your import completed successfully.

    Step 36

37. You can view the details by clicking the status link.

     

    Step 37

38. Note that the application created 12 separate records for the two customers.

    Step 38

39. If your import completed with errors you can download the error log using the Attachments link.

    Step 39

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