Oracle CX Sales: Getting Started with Your Sales Implementation: Quick Import Macros (Doc ID 2229503.1)

Last updated on JUNE 08, 2023

Applies to:

Purpose

This document is for new customers who are getting started with their sales implementations and are following the instructions in the Getting Started with Your  Sales Implementation guide. From this document you can download the Microsoft Excel macros and the required .jar file that you can use to import key objects, including users, leads, accounts and account hierarchies, contacts, products, product groups, and opportunities. These Oracle-provided files are designed to simplify the import of data sets in the range of 5,000 records. The macros provide validation as you enter your data and populate the values for any import attributes that are constant for the simple sales automation use case covered in the guide.  You can generate a file import activity directly from each macro and monitor import progress. You can add standard or custom fields to the macro if needed. You must add them at the end.

Scope

The macros are a learning tool and not meant to be used for day to day transactional imports or the import of large volumes of data. These macros are designed to simplify the import of data sets in the range of 5000 records.

You can use both 32-bit or 64-bit versions of Excel 2010, 2013, 2016, and 2019. You must have Java installed on your computer.

Details

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