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How To Import Customers using Bulk Import ? (Doc ID 1908899.

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Modified:22-Jun-2017 Type:HOWTO

In this Document
Goal
Solution
Identify and Get the Bulk Import Template:
Steps to generate Batch Identifier:
Steps to identify the Code of Source System:
Key Fields in the Bulk Import Template:
Insert Update Flag:
From Date and To Date fields:
Descriptive Flexfield Fields:
Steps to Import Customers into the Application:
1. Generate the csv and zip files
2. Upload File to UCM
3. Load data into Interface tables
4. Submit the Bulk Import process
References

APPLIES TO:
Oracle Fusion Receivables Cloud Service - Version 11.1.7.0.0 and later
Oracle Fusion Receivables - Version 11.1.5.0.0 and later
Information in this document applies to any platform.

GOAL
To understand How to import AR Customers using the Bulk Import template

SOLUTION
1. It is recommended to use the 'Upload Customers From Spreadsheet' (Simplified Import) with
minimal required information to upload Customers.
If the Simplified Import does not address any data that is intended for import, only then use this
Bulk Import method.
2. Customers created using Bulk Import can be updated using Simplified Import and vice-versa.
Identify and Get the Bulk Import Template:

Sensitivity: Internal & Restricted


Go to https://fusionappsoer.oracle.com
Click on Financials tab
Click on the corresponding Release hyperlink for Content: File-Based Data Import
In the new tab opened, select the hyperlink: File Based Data Import for Oracle Financials Cloud
- under Development
Click on Section: File Based Data Imports -> Customer Import
Click on CustomerImportTemplate.xlsm against XLSM Template File
The template file will be downloaded to the local system.

Go through the sample data provided in the different sheets of the template file to understand the
relation between different sheet and how they are linked
The template consists of 19 sheets for importing various customer related information.
NOTE: The sheet name is the corresponding Interface table name. For example, Interface table
name for HZ_IMP_PARTIES_T sheet data is HZ_IMP_PARTIES_T and so on.
1. It is NOT required to populate data in all the sheets for using this import. Data can be
populated in only the desired sheets and can be imported.
For example, if the user only wants to import parties - data can be populated only in
HZ_IMP_PARTIES_T sheet and leave the rest of the sheets blank and import.
2. However, for RA_% sheets, the corresponding information in HZ_% sheets needs to be
populated.
For example, if the user wants to import Account Profiles, data needs to be populated in
HZ_IMP_ACCOUNTS_T and RA_CUSTOMER_PROFILES_INT_ALL sheets so that the
parent entities are identified.
The import process is driven by
- Batch Identifier (available in all the sheets and should be maintained same across the
sheets for a single upload)
- Source System (available in all the sheets and should be maintained the same value across
the sheets for a single upload)
- Source System Reference (Unique reference that will be provided by the user for each
record)
Steps to generate Batch Identifier:
The Batch Identifier should be created in the system before populating any information in the
template using the below steps:
Go to Navigator -> Customer Data Management -> Data Import

Click on 'Create Data Import Batch' link at the top left corner of the screen
Provide the required fields - Batch Name, Source System, Object: Customer and Consumer

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Click on Save and Close
This will create a new Data Import Batch showing the Batch Id

Populate that Batch Id in all the sheets for which the data needs to be imported.
Steps to identify the Code of Source System:
In the template file, for the Source System - the code needs to be populated. The code can be
identified using the below steps:
Task: Manage Source System Entities
Identify the Source System Name that is used while creating the Data Import batch above
Copy the Code for that entry
This code will be same for all the %Source System fields in the template across sheets in a given
import.
NOTE: If you need to update the information on any of the already imported customers, the same
Source System and Source System References used for creating that customer should be used.
If a different Source System or Source System Reference is used, the system will create new
customers / entries using the information provided.
Key Fields in the Bulk Import Template:
Insert Update Flag:
In all the sheets, there is a field: Insert Update Indicator containing two values: I (Insert), U
(Update)
The value 'I' should be used if a new entry is to be created in the system
The value 'U' should be used if the existing entry is to be updated in the system

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If the user is not sure if the record is new or existing, the field can be left blank so that the system
verifies and creates / updates accordingly.
From Date and To Date fields:
Make sure to check for From Date and To Date in all the sheets (wherever applicable)
If the From Date fields are not populated, the same will be defaulted with the System Date.
In the attached template (CustomerImportTemplate_R10_DEMO.xlsm) verify the start dates populated
to 2000/01/01 in different sheets.
Descriptive Flexfield Fields:
In most of the sheets, many fields are hidden. Unhide the fields to see the available Flexfield
fields available for import.
NOTE: For more information on Fields in Customer Bulk Import Template, please refer to Note:
2126635.1

Steps to Import Customers into the Application:


1. Generate the csv and zip files
- Once the Template file is ready with the data to be imported, go to 'Instructions and CSV
Generation' sheet and click on 'Generate CSV' button
- This will generate the csv files for all the sheets with data and zip file with all the csv files
generated.
2. Upload File to UCM
- Go to Navigator -> File Import and Export
- Click on Add icon, select the zip file created above
- Select the Account as: fin/receivables/import from the drop-down
- This will upload the zip file to the UCM server

3. Load data into Interface tables


- Go to Scheduled Processes -> Click on Schedule New Process
- Process Name: Load Interface File for Import
Parameters:
Import Process: Import Trading Community Data in Bulk
Data File: Select the zip file uploaded in Step 2 above / Can upload the new file from
your local system as well ( In this case, Step 2 can be ignored)
- Submit the process
The submitted process will submit as many child 'Load File to Interface' processes as many
number of csv files in the zip file uploaded.
Wait till all the processes are completed successfully.
Once this step is complete, the data would be available in the corresponding interface tables
4. Submit the Bulk Import process

Sensitivity: Internal & Restricted


- Go to Navigator -> Customer Data Management -> Data Import (where the Data Import
Batch was created)
- Select the Batch Identifier for the batch -> Actions -> Import
- Enable or disable the options in the subsequent pages as per the requirement
- In the Import to Registry page, there are 2 options available

 Run the batch in preview mode


This would validate the data as in the Import process to identify any errors. If
there are no errors identified, the same batch can be submitted for Import.
If there are errors, a new Batch is to be created and the errors should be
corrected in the template, generate the zip file and upload again.

 Skip the preview and directly load the data once preprocessing is complete
This would perform the actual import and would show any errors.
If there are errors, a new Batch is to be created and the errors should be
corrected in the template, generate the zip file and upload again.
Choose the desired option and click on Submit
Keep refreshing until the Batch Status shows either:
- Completed (all records are successfully imported)
- Completed with warnings (some records imported successfully, some records
ended in error)
- Error (Import process ended in error - no records are imported)

If there are any errors, the same can be viewed in the Report as shown in the screenshot below:
Click on the Batch ID link to open the details which shows the count of records, records
processed, records ended in error.
The table below shows the number of lines in each category that are loaded, imported, errors.

The uploaded customers can be queried from Billing Workarea -> Manage Customers as shown
below:

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Sensitivity: Internal & Restricted