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Fusion: Examples Of Customer Import From a CSV and XML Files (As a Starter Test) [Video] (Doc ID 1355408.1)

Last updated on APRIL 18, 2018

Applies to:

Oracle Fusion Trading Community Hub - Version 1.0-Beta to 11.1.3.0.0 [Release 1.0]
Oracle Fusion Trading Community Model Cloud Service - Version 11.1.4.0.0 and later
Information in this document applies to any platform.

Goal

 

  If you are a Software-as-a-Service (SaaS) customer, there are multiple sections in this document that need not be performed by you. Please log a Service Request in My Oracle Support for Oracle to do this for you. 

 

 

Simple example (as a stater) of a customer import

With below file example (see file in attachement)

Play the video :

Video - Customers Simple Import Demo (04:15)

 

A) Sample Files for Data and Mapping To Download And Test

 

1) CSV File for Customer import

 

CSVFileName
----------------
User50_Customer.csv

FileComment
----------------------

Company Name,Source System Rerference,Address 1,Address 2,State,City,Country
User50 - CMC Limited,FT-User50-C0001,"Old Mumbai Highway, Gachibowli",CMC Centre,AP,Hyderabad,IN
User50 - CMC Americas Inc,FT-User50-C0002,4354 S Sherwood Forest Blvd,Ste 175,LA,Baton Rouge,US
User50 - Tata Steel UK Ltd.,FT-User50-C0003,11 Oldfield Lane,,,Leeds,GB
User50 - Tata Steel International Hong Kong,FT-User50-C0004,,,,,
User50 - Tata Sponge Iron Ltd,FT-User50-C0005,Joda,,BR,Keonjhar,IN
User50 - Land Rover (M) Sdn Bhd,FT-User50-C0006,19 Jalan 13/2,Petaling Jaya,,Selangor Darul Ehsan,MY
User50 - Land Rover Exports Ltd.,FT-User50-C0007,,,,,
User50 - Jaguar Cars Ltd.,FT-User50-C0008,Abbey Road,Engineering Centre,,Coventry,GB
User50 - Jaguar Canada Inc,FT-User50-C0009,8 Indell Ln,,ON,Brampton,CA
User50 - Jaguar Cars Exports Ltd.,FT-User50-C0010,Abbey Road,Whitley,,Coventry,GB
User50 - Tata Technologies Limited,FT-User50-C0011,"25, Pune Infotech Park",Hinjawadi,MH,Pune,IN
User50 - Tata Technologies Inc,FT-User50-C0012,,,,,
User50 - Taj GVK Hotels & Resorts Limited,FT-User50-C0013,"Taj Krishna, Road No 1",Banjara Hills,AP,Hyderabad,IN
User50 - Oriental Hotels Limited,FT-User50-C0014,"37, Mahatma Gandhi Road",,TN,Chennai,IN

 

2) XML File

 

a) For a Customer Import

 

FileName
----------------
User46_Legal_Entity.xml

FileComment
----------------------
  <?xml version="1.0" encoding="UTF-8" ?>
- <ListOfOrganizationProfile xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://oracle.com/marketing/CustomerObject.xsd" xmlns="http://oracle.com/marketing/CustomerObject">
<OrganizationProfile>
<Name>User46 - Corus Group Ltd.</Name>
<OriginalSystemReference>FT-User46-L0004</OriginalSystemReference>
<OrganizationType>Legal Entity</OrganizationType>
<Address>
<AddressLine1>30 Millbank</AddressLine1>
<AddressLine2></AddressLine2>
<State></State>
<City>London</City>
<Country>GB</Country>
</Address>
</OrganizationProfile>
<OrganizationProfile>
<Name>User46 - Tata Motors Limited</Name>
<OriginalSystemReference>FT-User46-L0005</OriginalSystemReference>
<OrganizationType>Legal Entity</OrganizationType>
<Address>
<AddressLine1>24 Homi Mody Street</AddressLine1>
<AddressLine2>Bombay House</AddressLine2>
<State>MH</State>
<City>Mumbai</City>
<Country>IN</Country>
</Address>
</OrganizationProfile>
<OrganizationProfile>
<Name>User46 - Land Rover</Name>
<OriginalSystemReference>FT-User46-L0006</OriginalSystemReference>
<OrganizationType>Legal Entity</OrganizationType>
<Address>
<AddressLine1>Banbury Road</AddressLine1>
<AddressLine2>Gaydon</AddressLine2>
<State></State>
<City>Warwick</City>
<Country>GB</Country>
</Address>
</OrganizationProfile>
<OrganizationProfile>
<Name>User46 - Tata Investment Corporation Limited</Name>
<OriginalSystemReference>FT-User46-L0007</OriginalSystemReference>
<OrganizationType>Legal Entity</OrganizationType>
<Address>
<AddressLine1>22 Homi Mody Street</AddressLine1>
<AddressLine2>Ewart House</AddressLine2>
<State>NH</State>
<City>Mumbai</City>
<Country>IN</Country>
</Address>
</OrganizationProfile>
<OrganizationProfile>
<Name>User46 - The Indian Hotels Company Limited</Name>
<OriginalSystemReference>FT-User46-L0008</OriginalSystemReference>
<OrganizationType>Legal Entity</OrganizationType>
<Address>
<AddressLine1>Mandlik Road</AddressLine1>
<AddressLine2>Mandlik House</AddressLine2>
<State>MH</State>
<City>Mumbai</City>
<Country>IN</Country>
</Address>
</OrganizationProfile>
</ListOfOrganizationProfile>

 

b) For a Consumer (Person) Import


See note :
<Note 1382319.1> B18/B16 How To Import Consumers (TCA-TCM Model)
for more information

Note the difference for Headers

<?xml version="1.0" encoding="UTF-8" ?>
<ListOfPersonProfile xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://oracle.com/marketing/ConsumerObject.xsd" xmlns="http://oracle.com/marketing/ConsumerObject">



FileName
----------------
Person.xml

FileComment
----------------------


<?xml version="1.0" encoding="UTF-8" ?>
<ListOfPersonProfile xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://oracle.com/marketing/ConsumerObject.xsd" xmlns="http://oracle.com/marketing/ConsumerObject">
   <PersonProfile>
     <PartyUsageCode>SALES_PROSPECT</PartyUsageCode>
     <EffectiveStartDate>08/03/2011</EffectiveStartDate>
     <OrigSystemReference>1-12800-Test</OrigSystemReference>
     <PersonFirstName>BF007</PersonFirstName>
     <PersonLastName>BFStepByStep007-Test</PersonLastName>
     <DateOfBirth>02/08/1988</DateOfBirth>
     <Gender>MALE</Gender>
     <Comments>Comment</Comments>
     <ListOfEmail>
       <Email>
         <EmailAddress>email@bbbb.fr</EmailAddress>
       </Email>
     </ListOfEmail>
     <ListOfPhone>
       <Phone>
         <PrimaryFlag>Y</PrimaryFlag>
         <PhoneAreaCode>721</PhoneAreaCode>
         <PhoneCountryCode>49</PhoneCountryCode>
         <PhoneNumber>46470</PhoneNumber>
         <PhoneExtension>900</PhoneExtension>
         <PhoneLineType>MOBILE</PhoneLineType>
      </Phone>
    </ListOfPhone>
    <ListOfPartySite>
      <PartySite>
        <Address1>500 Orcl Pkwy</Address1>
        <Country>US</Country>
      </PartySite>
    </ListOfPartySite>
 </PersonProfile>
</ListOfPersonProfile>

 

See uploaded mapping file :  Consumer_person_mapping.xls

 

C) For an Organiosation Contact Import

See note :
<Note 1382293.1> B18/B16 How To Import Organization Contacts (TCA-TCM Model)
for more information

FileName
----------------CustomerImport_Multi_OrgContact_Profile_Job_Data.xml

FileComment
----------------------

<?xml version='1.0' encoding='UTF-8' ?>                                   
<ListOfOrganization xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'                                   
                  xsi:schemaLocation='http://oracle.com/marketing/CustomerObject.xsd'                                   
                  xmlns='http://oracle.com/marketing/CustomerObject'>           
<Organization>   
   <ORG_OS>CSV</ORG_OS>
   <ORG_OSR>2-25T-1046</ORG_OSR>
   <ORG_NAME>RETAIL PROCESS ENGINEERING LLC</ORG_NAME>   
 <ListOfContactPersonProfile>
  <ContactPersonProfile>   
   <CONTACT_OSR>BF0112001</CONTACT_OSR>
   <PartyId></PartyId>
   <PartyType>PERSON</PartyType>
   <PartyUsageCode>ORG_CONTACT</PartyUsageCode>
   <PersonTitle/>
   <PersonAcademicTitle></PersonAcademicTitle>
   <PersonFirstName>Jennifer</PersonFirstName>
   <PersonInitials>M</PersonInitials>
   <PersonLastName>COLLINS</PersonLastName>
   <PersonLastNamePrefix></PersonLastNamePrefix>
   <PersonMiddleName></PersonMiddleName>
   <PersonNameSuffix></PersonNameSuffix>
   <PersonPreNameAdjunct></PersonPreNameAdjunct>
   <PersonPreviousLastName></PersonPreviousLastName>
   <PersonSecondLastName></PersonSecondLastName>
   <DateOfBirth>12/1/1977</DateOfBirth>
   <PlaceOfBirth>Chihuaha</PlaceOfBirth>
   <Gender>FEMALE</Gender>
   <MaritalStatus>M</MaritalStatus>
   <RelationshipCode></RelationshipCode>
   <RELSHIPS_OSR>BFRELRET01122001</RELSHIPS_OSR>   
   <ContactJob>   
   <ContactNumber></ContactNumber>
   <Department>EXECUTIVE MANAGEMENT</Department>
   <DepartmentCode>OPERATIONS</DepartmentCode>
   <JobTitle></JobTitle>
   <JobTitleCode>PRESIDENT</JobTitleCode>
   <Comments>Hed of Division</Comments>   
   </ContactJob>   
   </ContactPersonProfile></ListOfContactPersonProfile>   
   </Organization>   
</ListOfOrganization>                                   
                           

 

 

Solution

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In this Document
Goal
 A) Sample Files for Data and Mapping To Download And Test
 1) CSV File for Customer import
 
 2) XML File
 a) For a Customer Import
 b) For a Consumer (Person) Import
 C) For an Organiosation Contact Import
Solution
 B) CSV File example
 C) Manage Mappings And Check With SQL statement
 C) Check imported data from UI (once status is Completed)
 D) Example of an import of a XML file
References


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