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 DateChristian,Slator,99 A-Towers,,SouthHall,GB,pqr@eds.com,MALE,S,AC Networks,1-Jan-1975DEVendra,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 LibrarianCustomer 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_PROFILES

Relationships HZ_IMP_RELSHIPS_INT HZ_RELATIONSHIPS     HZ_ORG_CONTACTS     HZ_PARTIES Contacts HZ_IMP_CONTACTS_INT HZ_RELATIONSHIPS     HZ_ORG_CONTACTS     HZ_PARTIES

Contact Roles HZ_IMP_CONTACTROLES_INT HZ_ORG_CONTACT_ROLES 

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