Import Customers using FBDI Process

In this post we are going to learn how to import customers using FBDI process.

1.       Download the template 

Open the below link to download the Template 

https://docs.oracle.com/en/cloud/saas/financials/20b/oefbf/customer-data-model.html#customer-data-model

2.       Fill the customer details in below listed template tabs

Remove the existing data already added in excel sheet and fill the required data in below listed excel template tabs

·         HZ_IMP_PARTIES_T

·         HZ_IMP_PARTYSITES_T 

               

·         HZ_IMP_PARTYSITEUSES_T

 

·         HZ_IMP_ACCOUNTS_T

 

·         HZ_IMP_ACCTSITES_T

·         HZ_IMP_ACCTSITEUSES_T

·         HZ_IMP_LOCATIONS_T

3.       Generate rate Zip file 

       Click on button Generate CSV file and zip file should be as below image.

Now zip file should be there in the folder and contains the files as

 

4.       Run process to load Zip file

 Tools à Schedule process à Schedule New Process

 New window will appear

 

Click on dropdown and click on search hyper link and type à Load Interface file for import

Press Button Search

 

Press Button OK and again press button OK

Click on dropdown à Import Process to search import process and click on search hyperlink. New screen will appear

 

Import Process  : Import Trading Community Data in Bulk

Click button Search and select the record and click button OK

Click on dropdown Data File to upload the zip file and click hyper link Upload a new file

                

Click button Submit to close the window.

Press icon refresh to make sure that status changed to Success or Error. If it displays the status error then download the file and check for the error.

It is import to note that after fixing the error/s in template data change column Insert Update Indicator data to “U “.

5.       Run the process to import customer data in bulk    

Tools à Schedule process à Schedule New Process

Click on dropdown and click on search hyper link and type à Import Bulk Customer Data 

 Press Button Search

Select a row and press button OK and again press button OK. 

New page process Details will open, enter the batch id and press button Submit.

 

 Once process completed successfully then verify the imported data 

6.       Verify Imported Data 

Navigator à Receivables à Billing à Tasks à Manage Customers

Enter Organization Name which you entered in template and Press Button Search.

Happy Learning!