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File import in Customer Data Hub (CDH)

Bulk import is the process of loading customer data in bulk from legacy, third party,
or other external sources into the TCA Registry. In Oracle Customers Online, you can
load source files of organization, person, or contact data into the TCA import
interface tables.

For the transfer of data from the interface tables into the TCA Registry, you have
these options.
• If the appropriate import profile options are set, the file load data can
automatically transfer from the interface tables into the Registry, as soon as the file
load completes successfully.
• Use the Oracle Customer Data Librarian (CDL) batch import feature, if you have
CDL.
• Run the Import Batch to TCA Registry program using the Trading Community
Manager responsibility.

The bulk import is only for information on the party level. To import both party and
account information, need to use Customer Interface Process.

An import batch contains information about transferring a set of records from the
interface tables into the TCA Registry, including settings for optional data quality pre-
import processes that you can perform on the batch.
Batch de-duplication: Identify and resolve duplicates within the batch that you are
importing from the interface tables.
Address validation: Validate addresses within the batch against authorized
sources.
Registry de-duplication: Identify and resolve duplicates between the interface
tables and the Registry.

Import process is basically consists of below main steps:


In this article we are going to see file import for “Person” type of parties.

Prepare a CSV file with details of the persons you want to import. Here I am going to
show you import for two records, with their contact and organization details.

Let’s prepare the CSV file:

First Name,Last name,Address 1,Address 2,City,Country,Email,Gender,Marital Status,


Organization Name,Birth Date
Christian,Slator,99 A-Towers,,SouthHall,GB,pqr@eds.com,MALE,S,AC Networks,1-Jan-
1975
DEVendra,Gulve,Rakshak Nagar,Kharadi,Pune,India,d@gulve.com,MALE,S,TATA
Motors,11-Jan-1999

Logon to Oracle and go to any of the below responsibility:


Customer Data Librarian
Customer Online
Provide the details for import. Also specify the format in which data exist in CSV file.
If the first row in CSV file has field name / column heading then select ‘File Header
Exist’.
Here we are going to import person’s information. Select the information type which
you want to import. For each type, some mandatory data must be there in CSV file.
E.g Address: Address1, Country. Contact: Atleast one contact (Phone/email)
Here Columns from CSV file must be mapped with Oracle column names. Usually
import is done in specific format (depends on Organizational need), so you can save
mapping and use it each time to reduce efforts.
Also one more very good function is given by Oracle “Auto Map”. If Oracle’s Column
name and column name in CSV file matches, then those columns gets auto-mapped.
This function works only when header information exists in source file.
Oracle will do Auto-mapping only for those columns for which names matches. For
rest of column we need to do mapping manually.

Search or appropriate column name and provide mapping as shown below. You can
change column name in CSV file to make this process hassle free
Once the Mapping is done, have a look at Preview and then click on Finish.
Oracle fires one Concurrent request to import data in Interface table. If any error
occurs then you can correct it.
Oops!!! We encountered error/s
Let’s go and correct it.
Here it looks there is some problem in record for First Name=DEVendra

Here looks some problem with value we provide for column Country.
Import program need Country code, but we provided Country name. So let’s correct
it to country code (IN) and apply changes.

One more column I am aware of is Gender it does not take M / F, we need to give
MALE / FEMALE that too in all caps . Also for Marital Status attribute, Married /
Single will not work, Oracle need values to be M / S.
Now the obvious questions come to mind that
How we can to know which value is valid for which column?
Is there any document which tells us mandatory columns for import?
I have only one answer for it, this will come to know by experience only. I did not
find any document for such kind of question.

Now we can finish the correction process.

If you are going to put data in interface tables directly using SQL, hen it will need an
Active Batch. So before using SQL you will need to “Generate Batch” and then
“Activate Batch”.
In our case batch is already created and it is in active status. Also errors are
corrected, so now the batch is ready to be imported to base tables.
Select Batch and Define Import for the batch.
Here you can specify whether you want to check duplicates in batch or not.

Here you can specify whether you want to validate Addresses in batch or not.
Here are some more options to make import more efficient and accurate.

If you select to check of duplicate then you also need to specify the match rule which
needs to be used.
As we have not selected for checking duplicates, Oracle create entities even if same
entity already exist.

Oralce fires concurrent program which will put records from interface table to base
tables.
Keep Refreshing page till the time it completes.
Hurry!!! Our program got completed without error. 
We added only two records in CSV file but Oracle is showing Total 10 records got
imported… how come these many records got imported?

Even if only two records were in CSV file, Oracle entered 5 records for each person,
i.e. Person Name, Address, Contact (Email), Organization, Relationship between
Organization-Person.

that makes total imported records =10.

Let’s check whether the correct details we imported …


Query the person:
As we gave Organization name, oracle created organization and build relationship
between them.
Below are the tables being used in Party Import process…

Entity Interface Table TCA (Base) Table


Addresses HZ_IMP_ADDRESSES_INT HZ_LOCATIONS
HZ_PARTY_SITES
Address Uses HZ_IMP_ADDRESSUSES_INT HZ_PARTY_SITE_USES
Classifications HZ_IMP_CLASSIFICS_INT HZ_CODE_ASSIGNMENTS
Credit Ratings HZ_IMP_CREDITRTNGS_INT HZ_CREDIT_RATINGS
Contact Points HZ_IMP_CONTACTPTS_INT HZ_CONTACT_POINTS
Financial
Numbers HZ_IMP_FINNUMBERS_INT HZ_FINANCIAL_NUMBERS
Financial Reports HZ_IMP_FINREPORTS_INT HZ_FINANCIAL_REPORTS
Parties HZ_IMP_PARTIES_INT HZ_PARTIES
HZ_PERSON_PROFILES
HZ_ORGANIZATION_PROFILE
S
Relationships HZ_IMP_RELSHIPS_INT HZ_RELATIONSHIPS
HZ_ORG_CONTACTS
HZ_PARTIES
Contacts HZ_IMP_CONTACTS_INT HZ_RELATIONSHIPS
HZ_ORG_CONTACTS
HZ_PARTIES
HZ_IMP_CONTACTROLES_IN
Contact Roles T HZ_ORG_CONTACT_ROLES

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