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

Last updated on DECEMBER 05, 2019

Applies to:

Oracle Fusion Engagement Cloud Service - Version 11.13.19.04.0 and later
Oracle Fusion Sales Cloud Service - Version 11.13.19.04.0 and later
Information in this document applies to any platform.

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 associated mapping files 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 1,000 to 5,000 records depending on what you are importing. 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 additional standard or custom fields to the macro if needed.

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 200 to 5000 records.

You must use the 32-bit version of Excel 2007, 2010, 2013, 2016, and 2019. The Excel Active-x components in the macros do not work on the 64-bit version.

Details

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In this Document
Purpose
Scope
Details
 General Instructions
 Sample Data Set for Systems Integrator Demos

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