Oracle Fusion: How to Migrate Bulk Customer Using FBDI Template

 

Oracle Fusion:

How to Migrate Bulk Customer Using FBDI Template?

 

Requirement:

We need to create customer and contact using Oracle Fusion FBDI template.

 

Solution:

Step1: First required to prepare data as per the FBDI template format in the below sheets.

- FBDI template download link: Customer FBDI Template

Customer Sheets:

-          HZ_IMP_PARTIES_T

-          HZ_IMP_PARTYSITES_T

-          HZ_IMP_PARTYSITEUSES_T

-          HZ_IMP_ACCOUNTS_T

-          HZ_IMP_ACCTSITES_T

-          HZ_IMP_ACCTSITEUSES_T

-          RA_CUSTOMER_PROFILES_INT_ALL

Contacts Sheet:

-          HZ_IMP_ACCTCONTACTS_T

-          HZ_IMP_CONTACTPTS_T

-          HZ_IMP_CONTACTROLES

-          HZ_IMP_CONTACTS_T

-          HZ_IMP_RELSHIPS_T

-          HZ_IMP_ROLERESP

Step2: After data loaded in the template file generated .CSV file using FBDI template

Step3: Once .CSV file generated we need to schedule the request. “Load Interface File for Import”

                Import Process: Import Trading Community Data in Bulk

                Date File: Assign .CSV zip file which is generated and saved in the local system.

Step4: Enter the required details and submit the request. Wait for the completion of the request.

Step5: After the Load Interface request complete we need to submit “Import Bulk Customer Data”

    - Batch Id: 20210420

                - Batch Name: 20APR_1

                - Object: Customer and Consumer

                - Source System: CSV

Step6: Submit the request and wait till the request completed successfully.

Step7: We can Import Data.

                Navigation: Home > Receivables > Billing Tab > Task > Manage Data Import

 

Step8: We can see our Batch Name and Batch ID which we processed.

 

 

Step9: We can see the record and process status from this screen. If it’s completed without error. Customer created successfully.

 

Step10: We can cross verify the customer in Fusion AR from the customer master screen. We can search customer with Organization Name. We can found a customer with the same name. W can also found that contact also assigned to a customer in the Account - communication tab.

Navigation: Home > Receivables > Billing > Manage Customers.