Import/Export
Discussion List
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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 … -
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 11 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…
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how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Does Formula Field will be part of BICC extractSummary: Does Formula Field will be part of BICC extract Content (required): There are certain formula fields available in opportunity revenue object and we need to extr…
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Massive renaming of Unique Territory Number without affecting current assignmentsSummary Make the UTN correspond to our ERP territory FK to simplify integrationContent Until the appearing of the Unique Territory Number [UTN] we managed the sales terr… -
Importing closed opportunities to Incentive cloudContent Hello, Anyone knows if there is a way to import all the closed opportunities to Incentive compensation module through an automated process? We are using both ora…
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CX Sales- How can we make Resource party id equal to Party numberContent We are using Oracle fusion HCM and CX Sales. When we are creating an employee in HCM and then after setting him us as a resource in CX sales some time almost 70%…
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is it possible to change partner contact association from one partner to otherContent Hi, currently one partner contact is associated with partner A, is it possible to change the association to partner B using file import? Regards, Sudheer.