Understanding the Sample Sales Accounts Import Template

Steps:

1. Hello, my name is John and today I will explain the concepts for importing  sales accounts using a sample template you can download from support.oracle.com. I will explain how the template organizes customer data for import and how you map that data to the fields in the application when you import.

    

    

    

   Step 1

2. This is the first in a series of four demons that show how to import sales accounts into Oracle Fusion CRM from a file.

   These demos include:

   1. Understanding sales account import using the sample import template

   2. Creating the source system for your data

   3. Importing sales accounts from a file

   4. Verifying the imported sales accounts

   Step 2

3. Before we talk about the template let's look at a customer record in the Customer Center.

   Step 3

4. Customers in  Oracle Fusion CRM can be either sales accounts or sales prospects. 

    

   Step 4

5. This customer is a sales account because it has an address with a sell-to purpose. A customer remains a prospect until it has a sell-to address.

    

   Step 5

6. The application creates a sales account profile record and selects this sales account check box when you specify the sell to address. You can't set these check boxes manually.

    

   Step 6

7. Now let's take a look at the import activity that you will be creating to import your file.

    

   You will learn how to create this activity in detail in a related demonstration.

    

   For now, I just want you to notice that you will be selecting Customer as the import object to import sales accounts.

   Step 7

8. Now let's look at the page where you will map the data in the file you are importing to the attributes in the application.

    

   We are looking at this page now because it will help you understand how the sample template is structured.

   Step 8

9. The left side of the mapping page shows the structure of the import file.

   Step 9

10. The Column Header shows the names in the file header.

     

    Step 10

11. The Example Value column displays sample values from the file.

     

    Step 11

12. The right side of the page shows the application attributes you will be mapping to.

     

    Notice that there are two columns.

    Step 12

13. To map an attribute, you select an object from the Object column first.

    Step 13

14. And then the attribute itself.

     

    Why do you have to select an object first?

     

     

    Step 14

15. Because the objects organize customer information on the mapping page the way sections organize the user interface.

     

    The object names are a bit different from the section names and there is no one to one correspondence, but let's look at a couple so you get the idea.

    Step 15

16. OrganizationProfile

    Step 16

17. SellToAddress 

    Step 17

18.  PrimaryPhone, Url, or Fax

    Step 18

19. Now let's go back to the mapping page and look at the attribute names.

     

    Some are similar to what you see in the interface. Sometimes they just have a different capitalization or have the spaces taken out.

    Step 19

20. Others are different.

     

    For example, a phone number is split into a country code, an area code, and the number itself.

    Step 20

21. There is a field called Primary flag that takes a value of either Y or N and indicates the phone is the primary phone.

    Step 21

22. There are also  attributes with the term "System" in them. We will talk about these later.

    Step 22

23. When you import your own data file, you will need to review documentation to understand attributes and their validation in more detail.

     

    The sample template we are using here makes the mapping easy because the header for each column lists both the object and the attribute.

    Step 23

24. To create the mapping when you are using the template, you simply select the object.

    Step 24

25. And then the attribute.

    Step 25

26. Notice multiple attributes that have the term OrigSystem in the name. This abbreviation stands for original system. 

     

    All of these attributes have the same value. In this sample template, the letters CSV.

     

    You must complete the Manage Trading Community Source Systems setup task to create the value in your environment before you import the template. This is a one-time setup that is covered in a related demonstration.

    Step 26

27. The file also includes many attributes with OrigSystemRef in the name. This abbreviation stands for Original System Reference.

     

    These attributes hold IDs that identify the objects you are importing.

     

    If your legacy data does not include these IDs, you can easily generate them in your file using Excel.  The sample template already includes these IDs for you.

    Step 27

28. The original system code paired up with the ID ensures the uniqueness of each record.

     

    Oracle permits you to import data from multiple systems and so there is a slight chance that you could have duplicates if you didn't have an original system code.

     

    You can use these pairs to identify records in many import objects including customer, contact, and consumer.

     

    Including these pairs in your file is one alternative for identifying records so you can update them later or import related information.

     

    After you import an  object for the first time, you can reference it using an internal ID  such as PartyID or LocationID, but you'll have to do more work to get these.

    Step 28

29. When you examine the template, you will notice that there are more of the original system and ID pairs in the file than customer data.

     

    Using this template, you are actually  importing only four bits of customer information.

    Step 29

30. Customer name

    Step 30

31. Customer address

    Step 31

32. Customer URL

    Step 32

33. Customer phone

    Step 33

In this demo you learned about importing sales acounts from a file.

You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

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