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

(Doc ID 1355408.1)

Last updated on AUGUST 30, 2016

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

Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms