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Customer FBDI Import (19 tables)

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Lynn L
Lynn L Rank 1 - Community Starter

Hi everyone,

I have a question regarding the Customer FBDI Import (19 tables) for Customer Profile.
If I want to import both the Profile at the Account level and the Site level, is this possible?

I populated the following four fields in RA_CUSTOMER_PROFILES_INT_ALL, but only the Site-level profile was created. I need both the Account and Site-level profiles to be created:

  • Customer Account Source System
  • Customer Account Source System Reference
  • Account Site Source System
  • Account Site Source System Reference

Thanks

Best Answer

  • RVohra
    RVohra Rank 6 - Analytics Lead
    Answer ✓

    Can you try creating two rows in RA_CUSTOMER_PROFILES_INT_ALL

    Account-Level Profile (Row 1)

    Field

    Value

    Customer Account Source System

    e.g., FUSION

    Customer Account Source System Reference

    e.g., CUST123

    Account Site Source System

    Leave NULL

    Account Site Source System Reference

    Leave NULL

    Profile Class

    e.g., DEFAULT_ACCOUNT_PROFILE

    Other Required Fields

    Credit limit, payment terms, etc.

    2. Site-Level Profile (Row 2)

    Field

    Value

    Customer Account Source System

    FUSION

    Customer Account Source System Reference

    CUST123

    Account Site Source System

    FUSION

    Account Site Source System Reference

    SITE456

    Profile Class

    e.g., DEFAULT_SITE_PROFILE

    Other Required Fields

    Site-specific overrides

    • The Account-level profile must be loaded before or in the same batch as the Site-level profile.
    • The Site-level profile will override the Account-level values only for that site.
    • If only the Site-level record exists, Oracle assumes it's the only profile needed, and no Account-level profile is created.

    Hope it helps!

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