Oracle – Before You Import Data

The key to successfully importing your data is careful preparation. If you take the time to prepare, sending your data to the database is easy. If you do not prepare, some or all of your records might not be imported correctly. The recommended process for preparing for and completing a data import in Oracle CRM On Demand is outlined below. Importing Data into CRM On Demand.

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Importing Data into CRM On Demand, Define record, templates, Customize the, application, Set up your, employees, Preparation, Set up assignment, rules, Prepare your, existing records, Import your, records, Review import, results, Preparation Step 1: Define Record Templates, Custom Field Setup Template, Preparation Step 2: Customize the Application, Preparation Step 3: Set Up Your Employees, Preparation Step 4: Set Up Assignment Rules, Preparation Step 5: Prepare Your Existing Records, Data Preparation and, Clean Up Guide

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