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Oracle Sales Cloud: Importing Sales Accounts from a File Series


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29-MAY-2014 3 mins

Getting Started with Importing Sales Accounts Using a Template

This tutorial explains how the sample template you can download from My Oracle Support (Doc ID 1507036.1) can help you get started with importing sales accounts from a file.
 

29-MAY-2014 3 mins

Why You Select the Customer Object to Import Sales Accounts

This tutorial explains how the Oracle Sales Cloud Service represents sales account information in the UI and in import objects.

3 mins

Understanding Field Names in the Sample Sales Account Import Template

This tutorial discusses fields and field names in the sample template and  explains how some of these fields are used to ensure uniqueness of each record.
 

29-MAY-2014 3 mins

Creating the Source System for Your Import

This tutorial shows you how to create a source system. This is a one-time setup which identifies the source of your import data and is used to ensure uniqueness of each record you import.

5 mins

Importing Sales Accounts from the Sales Accounts Import Template

This tutorial shows how to import sales accounts using  a sample template you can download from support.oracle.com (Doc ID 1507036.1).

29-MAY-2014 2 mins

Verifying the Sales Accounts You Imported

This tutorial shows you how to view the customers you imported using the sample template in Oracle Sales Cloud.

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