Import/Export
Discussion List
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How to associate Accounts to Custom Object on Creation ImportSummary: Unable to associate existing accounts to new custom object records Content (required): I've been unable to associate accounts when importing to a custom object.… -
How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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Can we export the sales quota with the same hierarchy in the systemRelease: 11.13.22.10.0 Summary of the question: Is there a way to export the sales quota with the same hierarchy in the system Supporting Documents if any: https://docs.…
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Update Multiple Emails to same contact using ImportSummary: Update Multiple Emails to same contact using Import Content (required): We have a requirement to update multiple emails for the same contact using Import manage…
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Import Management - Add Product to Product GroupSummary: While importing Products through import management, how to add Sales products to existing products groups? Content (required): I have Product groups already cre… -
Looking to override the Last updated date/Created by Date for opportunities in crmQuestion : We did a migration from an old system and the Created date we tried to use from the old system did not seem to take in CX Sales. Is there a way to update the …Kyler Thomas-Support-Oracle 21 views 4 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales -
Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile ApplicationSummary: Custom Objects record/data cannot be seen in the Oracle Cx Sales Mobile Application. However, I can see the records in the system. What could be the reason for …
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Best Practices for importing / creating activities and campaign follow-upsSummary: We are looking for a way to import activities for contacts. Specifically, we went to a go to a trade show and had an dinner event. We come back and we want to: …
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Install EDLC (external Data loader Client)Summary: Issues while installing EDLC Content (required): I've been facing an issue while installing EDLC on my machine. I have referred (Doc ID 2325249.1) to download a… -
While importing Resource Quota, what value to specify in column ResourceQuotaIdSummary: I am using Import Management to import Resource Quota, but not able to ascertain what value to pass in colum ResourceQuotaId Content (required): I am using Impo…
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How to export and import cascading picklistSummary: We need to export an existing cascading picklist and create a new cascading picklist with same values. Is there any way we can export and import cascading pickl…
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If there is ability to import geography hierarchyHow to import geography hierarchy as i cannot find it in this doc https://docs.oracle.com/en/cloud/saas/sales/22c/faiem/import-your-geography-data.html#s20072220 -
What are the minimal fields needed for Contacts in Import ManagementSummary: I am looking to export contacts, then update some values, like Account Manager, and then want to - re-import. What are the minimal fields needed to do that Cont…
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Looking to use Export Manager to export Contacts that belong to Accounts owned by a specific UserSummary: Is there a way in Export Manager (and ultimately back into Import Manager) to query on Contacts that belong to Accounts where the Owner of the Account is a spec…
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Need to get summary of failed records of Incentive Compensation Participant Detail Import processSummary: Need to get summary of failed records of Incentive Compensation Participant Detail Import process Content (required): I am submitting Incentive Compensation Par…Jaeyshree Kumaran Kalpana 31 views 5 comments 0 points Most recent by Varun Jain-Oracle Incentive Compensation
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How to include enable business logic = true in a edlc external data loader to load data into OEC?Summary: What is the format to include "enable business logic = true" in a edlc (external data loader) config file to load data into OEC? Content (required): Have a requ… -
How to update the Party Number of an existing contact?Summary: How to update the Party Number of an existing contact? Content (required): **This post was created as part of a How to Service Request SR ** Need to update the …Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th… -
Not able to perform updates on resource/userSummary: I am trying to update fields on resource via import and getting this error - An error occurred during the data import. Details: This error occurred while import…
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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How to add Team Members to Accounts and Opportunities in bulk?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to add Team Members to Accounts and Opportunities in bulk? Sup…Praveen Desetty - Support-Oracle 111 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
Where can we find the XML template ZIP file for contract clauses import?Summary: **This post was created as part of a How to Service Request (SR)** Content (required): When looking for the XML template ZIP file to import the contract clauses…Ofelia Vez-Support-Oracle 21 views 3 comments 0 points Most recent by Ofelia Vez-Support-Oracle Sales
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Which role,privileges,Data security policies is required to upload attachment for contract in CXSaleSummary: Which role,privileges,Data security policies is required to upload attachment for contract in CX Sales and B2B? when I am loading zip file in Import management …
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How to Re-import Pre-Existing Address of Deleted and Purged Account ?Summary: How to Re-import pre-existing Addresses of deleted and purged Account? Content (required): **This post was created as part of a How to Service Request (SR) ** Y…Jacqueline Li-Support-Oracle 11 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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How to load bulk data of customer, account and site?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Please provide the process or template to load bulk data of custom…Umamaheswarareddy Ambati-Support-Oracle 21 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Why Export Contact Object Erases the Leading Zeros from Phone Numbers?Summary: Why Export Contact Object Erases the Leading Zeros from Phone Numbers? Content (required): **This post was created as part of a How to Service Request (SR) ** E…Jacqueline Li-Support-Oracle 12 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Migration and Integration considerations to take into account on GSI instance (ERP , OEC)Summary Migration and Integration considerations to take into account on GSI instance (ERP , OEC)Content Dear Team, We are working on a deal currently, where the custome… -
How to inactive non-primary classifications assigned to Accounts?**This post was created as part of a How to Service Request (SR) Release: 11.13.21.10.0 Summary of the question: Business decided to inactivate the non-primary classific…Manoj Kumar-Support-Oracle 21 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales -
There's a downtime during CX Sales deployment?Summary: CX Sales Deployment Content (required): Hi all, this is just to know if CX Sales application can be access during a CX Sales deployment, specifically during CSM… -
How to migrate custom data stores in BICC from Dev instance to test instanceSummary: Hello All, We have created few custom data stores in BICC and we used existing VO by deselecting few fields, now we need to migrate these to higher environments…