Oracle CRM On Demand Data Import Workshop

This course is designed for individuals responsible for importing data into Oracle CRM On Demand for their own companies or as a consultant for other companies.

This course examines the important task of importing data into Oracle CRM On Demand. It provides instruction on collecting and cleansing source data, including formatting data according to the various field types; importing in the proper sequence; troubleshooting import errors; and avoiding common user errors. The course provides tips and best practices so that participants can successfully import data into Oracle CRM On Demand, resulting in high quality data for end users and no or little rework for administrators. The course focuses on using the in-application Import Assistant, but the course also expands on using the Import Assistant in tandem with the command-line tool, Oracle Data Loader On Demand. The course also discusses the more complex and advanced Web Services, and it addresses when each import tool should be used.

Through a series of hands-on lab exercises, participants learn how to identify errors in source data and prepare data for import. Participants also practice using the Import Assistant in CRM On Demand and fixing errors due to improper data preparation, allowing students to test new skills in a safe environment with instructor support.

Learn to:

• Consolidate and prepare legacy data records
• Create record relationships
• Consider CRM On Demand configuration and field type formats
• Use the Import Assistant
• Employ duplicate record checking methods
• Troubleshoot and fix data import errors

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Business Analysts
• Functional Implementer
• Project Manager
• Technical Consultant

Course Topics Preliminary Steps for Preparing Data

• Identifying Source Data
• Setting Up Files for Record Types
• Identifying Data Needs
• Checking Size and Storage Limits

Next Steps for Preparing Data

• Formatting Import Files
• Eliminating Duplicate Records
• Linking Records During Import

Verifying and Cleaning Data

• Verifying Data by Field Types
• Excel Tip: Formatting Date Columns
• Excel Tip: State/Province/County Mapping

Using the Import Assistant

• Accessing the Import Assistant
• About the Steps of the Import Assistant
• About Mapping Files
• Accessing the Import Request Queue
• Use advanced Excel tips for cleaning data

Data Validation and Troubleshooting

• Reviewing Import Results
• About Log Files and Error Messages
• Correcting Import Errors
• Reimporting Failed and Partially Imported Records

Tips and Best Practices

• Specific tips for importing certain record types
• Using Import Assistant, Data Loader, or Web Services
• Best practices and reminders

Wrap-Up

• Additional Resources

Course Objectives

• Prepare source data
• Observe Oracle CRM On Demand import requirements
• Use the Import Assistant
• Validate the import and troubleshoot errors
• Employ data import tips and best practices
• Identify and consolidate source data