oracle loyalty cloud · oracle loyalty cloud import and export management for loyalty 20b
Post on 27-Jun-2020
50 Views
Preview:
TRANSCRIPT
Oracle Loyalty Cloud
Import and Export Managementfor Loyalty
20B
Oracle Loyalty CloudImport and Export Management for Loyalty
20BPart Number F27474-01Copyright © 2011, 2020, Oracle and/or its aliates.
Author: Rajiv Daa
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected byintellectual property laws. Except as expressly permied in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering,disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you nd any errors, please reportthem to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, thenthe following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs (including any operating system, integrated software, any programs embedded, installed oractivated on delivered hardware, and modications of such programs) and Oracle computer documentation or other Oracle data delivered to oraccessed by U.S. Government end users are "commercial computer software" or "commercial computer software documentation" pursuant tothe applicable Federal Acquisition Regulation and agency-specic supplemental regulations. As such, the use, reproduction, duplication, release,display, disclosure, modication, preparation of derivative works, and/or adaptation of i) Oracle programs (including any operating system,integrated software, any programs embedded, installed or activated on delivered hardware, and modications of such programs), ii) Oracle computerdocumentation and/or iii) other Oracle data, is subject to the rights and limitations specied in the license contained in the applicable contract. Theterms governing the U.S. Government's use of Oracle cloud services are dened by the applicable contract for such services. No other rights aregranted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for usein any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware indangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safeuse. Oracle Corporation and its aliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle and/or its aliates. Other names may be trademarks of their respective owners.
Intel and Intel Inside are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarksor registered trademarks of SPARC International, Inc. AMD, Epyc, and the AMD logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content, products, and services from third parties. OracleCorporation and its aliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, andservices unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its aliates will not be responsiblefor any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicableagreement between you and Oracle.
Oracle Loyalty CloudImport and Export Management for Loyalty
Contents
Preface i
1 About This Guide 1Audience and Scope ..................................................................................................................................................................... 1
Related Guides ............................................................................................................................................................................... 2
2 Import Your Loyalty Data 3Import Your Transaction Data ................................................................................................................................................... 3
Import Your Member Data ......................................................................................................................................................... 9
Import Your Program Data ....................................................................................................................................................... 20
Import Your Member Card Data ............................................................................................................................................. 24
Import Your Member Promotion Enrollment Data ............................................................................................................. 28
Import Your Promotion Data ................................................................................................................................................... 32
Import Your Promotion Incentive Choice Data .................................................................................................................... 37
Import Your Promotion Specic Aribute Data .................................................................................................................. 40
Import Your Promotion Rules Data ........................................................................................................................................ 45
Import Your Member Association Data ................................................................................................................................. 50
Oracle Loyalty CloudImport and Export Management for Loyalty
Oracle Loyalty CloudImport and Export Management for Loyalty
Preface
i
PrefaceThis preface introduces information sources that can help you use the application.
Using Oracle Applications
HelpUse help icons to access help in the application. If you don't see any help icons on your page, click your user imageor name in the global header and select Show Help Icons. Not all pages have help icons. You can also access the OracleHelp Center to nd guides and videos.
Watch: This video tutorial shows you how to nd and use help.
You can also read about it instead.
Additional Resources
• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partnercommunity, and other users.
• Training: Take courses on Oracle Cloud from Oracle University.
ConventionsThe following table explains the text conventions used in this guide.
Convention Meaning
boldface Boldface type indicates user interface elements, navigation paths, or values you enter or select.
monospace Monospace type indicates le, folder, and directory names, code examples, commands, and URLs.
> Greater than symbol separates elements in a navigation path.
Oracle Loyalty CloudImport and Export Management for Loyalty
Preface
ii
Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.
Videos included in this guide are provided as a media alternative for text-based help topics also available in this guide.
Contacting Oracle
Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit My Oracle Support or visit Accessible Oracle Support if you are hearing impaired.
Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:oracle_fusion_applications_help_ww_grp@oracle.com.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 1About This Guide
1
1 About This Guide
Audience and ScopeThis guide's intended for anyone who's involved in importing and exporting business data in Oracle Loyalty Cloud.This guide assumes that your company's Oracle Loyalty Cloud service is up and running at a basic level, as describedin the Geing Started with Oracle Cloud and the Implementing Loyalty guides. If you want to set up and work with theadditional features of Oracle Loyalty Cloud, see the Oracle Loyalty Cloud documentation on Oracle Help Center at:https://docs.oracle.com
The following table lists the objects supported by the Standard Import mechanism, which is the import mechanismcovered in this guide.
Display Name Language Independent Code Parent Object
Loyalty Member
LoyaltyMember
Not applicable
Card
LoyaltyCard
LoyaltyMember
Member Promotion Enrollment
MemberPromotionsEnrolled
LoyaltyMember
Loyalty Transaction
Transaction
Not applicable
Loyalty Program
Program
Not applicable
Loyalty Promotion
Promotion
Not applicable
Loyalty Promotion Incentive Choice
PromotionIncentiveChoice
Promotion
Loyalty Promotion Specic Aribute
AributeDenition
Promotion
Note: We recommend that you use Standard Import primarily for incremental load scenarios and not forone-time large data migrations. For one-time migrations, continue to use the Classic Import mechanism untiloptimized Standard Import is delivered in a future release. Classic Import is covered in the File-Based DataImport for Loyalty guide.
This guide's a companion document to the Understanding Import and Export Management for CX Sales and B2BService guide. This guide assumes that you're familiar with the concepts described in that guide, in particular, theconcepts described in the following chapters:
• Functional Overview
• Geing Started with Import
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 1About This Guide
2
• Managing Import Queues
• Managing Import Mappings
• Managing Import Objects
• Generating Diagnostic Logs
• Importing Custom Objects
• Importing Your Data
• Importing Your Data Using External Data Loader Client
Related Topics
• Understanding Import and Export Management for CX Sales and B2B Service
• File-Based Data Import for Loyalty
Related GuidesYou can refer to the following related guides to understand more about the tasks covered in this guide.
Title Description
Understanding Import and ExportManagement for CX Sales and B2BService
Describes how to import legacy and other data into Oracle CX Sales and B2B Service usingimport and export management.
Geing Started with Oracle Cloud
Describes how to subscribe to Oracle Cloud services, add users, assign roles, and access serviceconsoles.
File-Based Data Import for Loyalty
Directs you to reference information that you can use to create an importable source data lefor the import of individual objects.
Extending Loyalty
Describes how to create and expand objects and congure the user interfaces and navigationmenus.
Implementing Loyalty
Contains conceptual information and procedures required to implement components andfeatures of Oracle Loyalty Cloud.
Related Topics
• Understanding Import and Export Management for CX Sales and B2B Service
• Get Started with Oracle Cloud
• File-Based Data Import for Loyalty
• Extending Loyalty
• Implementing Loyalty
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
3
2 Import Your Loyalty Data
Import Your Transaction DataUse this topic to import transaction data into Oracle Loyalty Cloud. You can use the import functionality to create,update, or delete transaction records.
To import transaction records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your transaction data into Oracle Loyalty Cloud, you need to populate a CSV le with your source data andmap that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartYou need to set certain options for some aributes in the application before you can populate the aributes. Forexample, you need to set up a loyalty program and import the member data before you import the transaction data,because the transaction data contains references to program and member data. Also, when importing a child record,ensure that its parent record exists in the database.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visible inthe object's UI, you can use the Number aribute to identify the record. For the Loyalty Transaction object, thearibute is TransactionNumber.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
4
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Transaction object, these aributes are as follows:
◦ LoyTransactionId
◦ InvOrgId
◦ ProdId
◦ CancelledTransactionId
◦ ChildTransactionId
◦ ParentTransactionId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new transaction records, required aributes for updatingthese transaction records, prerequisite setup tasks for the aributes, and specic validations, if any, for a transactionimport:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyTransactionrecord
Updatingan ExistingLoyaltyTransactionrecord
TransactionNumber
The unique IDfor the LoyaltyTransactionrecord.
Text
30
None
Required
Required
MemberNumber
The memberfor whom thetransaction iscreated.
Text
30
The membermust exist.
Required
Not required
ProgramName
The name ofthe loyaltyprogram.
text
100
The programmust exist.
Conditionallyrequired. A value isrequired ifProgramNumberis empty.
Not required
ProgramNumber
The unique IDfor the loyaltyprogram.
Text
30
The programmust exist.
Conditionallyrequired. A value isrequired if
Not required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
5
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyTransactionrecord
Updatingan ExistingLoyaltyTransactionrecord
ProgramNumberis empty.
TypeCode
Thetransactiontype codename. The acceptedvalues areORA_TXN_ACC,ORA_TXN_RED,and so on.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_TXN_TYPE.
Required
Not required
SubTypeCode
Thetransactionsubtype name.This aributeis dependenton theTypeCodeNamearibute. The acceptedvalues are: A. If Accrual -ORA_ACC_MCR,ORA_ACC_PROD,and so on. B. IfRedemption -ORA_RED_PROD,ORA_RED_MDT,and so on.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_ ACCRL_TXN_SUB_TYPEor ORA_ LOY_REDEM_TXN_SUB_TYPE.
Required
Not required
ProductNumber
The productthat's used inthe transaction.
Text
300
The productmust exist.
Conditionallyrequired. A value isrequired whenSubTypeCodeis ORA_ACC_PROD orORA_RED_PROD.
Optional
InvOrgId
Theorganizationfrom whereinventoryis beingpicked. For
Number
18
The productmust exist.
Conditionallyrequired. A value isrequired whenSubTypeCode
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
6
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyTransactionrecord
Updatingan ExistingLoyaltyTransactionrecord
example, whena transactionis created,sometimesthe inventoryor goods arepicked fromthe partnerand directlydelivered to thecustomer. Thetransaction iscreated for oneorganization,but theinventoryis beingpicked froma dierentorganization.
is ORA_ACC_PROD orORA_RED_PROD.
StatusCode
The currentstate of thetransaction.The acceptedvalues areORA_ TXN_STAT_IN_PROGORA_TXN_STAT_REJor ORA_TXN_ STAT_PROCESSED. ORA_ TXN_STAT_IN_PROGis the defaultvalue ifStatusCodeisn't provided.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookup typeORA_ LOY_TXN_STATUS.
Required
Optional
TransactionDate
The date whenthe transactionis completed.The datedefaults to thecurrent dateif no value isprovided.
DateTime
Not applicable
None
Required
Optional
AccrualDisputedTransactionNumber
The aributeindicates thetransactionnumber ofthe accrual
Text
30
Thetransactionmust exist.
Conditionallyrequired. A value isrequired when
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
7
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyTransactionrecord
Updatingan ExistingLoyaltyTransactionrecord
transactionwhich wasincorrect whencreated.
AccrualDisputeTypeCodeis ORA_ ACRL_DISPUTE_TYPE_INCOR
Points
Thetransactionpoints. Thisaributecorresponds tothe price of thetransaction inpoints.
Number
Not applicable
None
Conditionallyrequired A value isrequired whenTypeCodeis ORA_TXN_RED andSubTypeCodeisORA_RED_TRANfor the transferpoint case.
Optional
You can view the Loyalty Transaction object along with all its child objects and aributes in the Manage Import Objectspage of the Import Management ow. You can nd aribute information like type, length, description, and so on, onthis page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses TransactionNumber and ProgramName information from a legacy system to identify thetransaction and the program records. A value is provided for ProductNumber and InvOrgId to identify the product.
TransactionNumberProgramName MemberNumberTypeCode SubTypeCode ProductNumberInvOrgId TransactionDateAmountValue
TXN00000001
ABCReward
MEM00000001
ORA_TXN_ACC
ORA_ACC_PROD
CRMITEM-AS54888-00182744
204
12/11/201812:08:56PM
100
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
8
TransactionNumberProgramName MemberNumberTypeCode SubTypeCode ProductNumberInvOrgId TransactionDateAmountValue
TXN00000002
ABCReward
MEM00000002
ORA_TXN_RED
ORA_RED_PROD
CRMITEM-AS54888-00182744
204
12/11/201815:18:56PM
500
In the following sample source le, the user enters TransactionNumber to identify the record, updating theTransactionDate of the transaction in Oracle Loyalty Cloud.
Note: You can only update the transaction if the transaction is in either In Progress or Rejected status.
TransactionNumber TransactionDate
TXN00000001
12/11/2018 12:08:56 PM
TXN00000002
12/11/2018 15:18:56 PM
In the following sample source le, the user enters TransactionNumber to identify the transaction record, deleting thetransaction record in Oracle Loyalty Cloud by the given TransactionNumber.
Note: You can only delete a transaction while it's in progress.
TransactionNumber
TXN00000001
TXN00000002
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Transaction from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
9
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity. The import is successful if the status displays as Completed.
The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics• How File-Based Data Import Works• Import Data from a File• File-Based Data Import for CX Sales and B2B Service
Import Your Member DataUse this topic to import member data into Oracle Loyalty Cloud. You can use the import functionality to create, update,or delete member records.
To import member records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your member data into Oracle Loyalty Cloud, you need to populate a CSV le with your source data and mapthat source data to target object aributes in Oracle Loyalty Cloud.
You must do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
10
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartYou can use the import functionality to either import members from a legacy or an external system, or you can batchenroll members from le. Set EnrollFlag to Y for the member record in the le if you want to batch enroll members, setEnrollFlag to N if you want to import member from a legacy or external system. EnrollFlag is only applicable for thecreate member scenario. When importing a member from a legacy or external system, import the member and its childobjects as a whole for data integrity.
Note: In the current release, member child objects aren't available with Import Management, hence only thebatch enrolling members works for the release.
You must set certain options for some aributes in the application before you can populate the aributes. For example,you must set up a loyalty program before you import the member data. When importing members from a legacy orexternal system (the EnrollFlag N case), you must import contact, account, and household records before you importLoyalty Member data, because the member data contains references to contact, account, household data. When batchenrolling members (the EnrollFlag Y case), you can choose to use existing contact, account, household records, orprovide the required information in the input le to create contact, account, household records when enrolling themember. When enrolling the member, the default member tier and member status history records are created. Thismember enrollment behavior is the same as enrolling member using the REST API.
Note: When importing a child record, ensure that its parent record exists in the database.
Options to Uniquely Identify the RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visiblein the object's UI, you can use the Number aribute to identify the record. For the Loyalty Member object, thearibute is MemberNumber.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Member object, these aributes are as follows:
◦ LoyMemberId
◦ PrConId
◦ AccntId
◦ OrgGroupId
◦ AccrualToMemId
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
11
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new member records, required aributes for updatingthese member records, prerequisite setup tasks for the aributes, and specic validations, if any, for a member import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
MemberNumber
The unique IDfor the LoyaltyMemberrecord.
Text
30
None
ConditionallyRequired A value isrequired ifEnrollFlag is N.
Required
MemberTypeCode
The membertype code.The defaultvalue is ORA_MEM_ TYPE_INDIVIDUAL
Text
30
If providing avalue, then thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_MEM_TYPE.
ConditionallyRequired A value isrequired if thedefault valueisn't used.
Not Required
StatusCode
The statuscode of themember.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookup typeORA_ LOY_MEM_STATUS.
ConditionallyRequired A value isrequired if thedefault valueisn't used.
Optional
MemberClassCode
The class codeof the member.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookup typeORA_ LOY_MEM_CLASS.
Optional
Optional
MemberGrpCode
The groupcode of themember.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_MEM_GRP.
Optional
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
12
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
MemberPhaseCode
The phasecode of themember.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookup typeORA_ LOY_MEM_PHASE.
Optional
Optional
LoyProgramName
The programname of thememberenrolls
Text
50
The programmust exist.
Required
Not Required
ReferredByNumber
The publicuniqueidentier ofreferred bymember.
Text
30
The referred bymember mustexist and fromsame loyaltyprogram.
Optional
Optional
PrConId
The partyidentier of thecontact thatassociate withthe member.
Number
18
The contactmust exist. One contactcan beassociate withsingle memberwithin a givenprogram.
ConditionallyRequired
EitherPrConId orPartyNumbermust beprovided forthe followingtwo cases:
• A valueisrequiredwhenimportingamemberfrom alegacyorexternalsystem.
• A valueisrequiredif batchenrollingamemberthat'sassociated
Not Required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
13
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
with anexistingcontact.
PartyNumber
The partynumber of thecontact thatassociate withthe member
Text
30
The contactmust exist. One contactcan beassociate withsingle memberwithin a givenprogram.
ConditionallyRequired EitherPrConId orPartyNumbermust beprovided forthe followingtwo cases: A value isrequired whenimportinga memberfrom a legacyor externalsystem. A value isrequiredif batchenrolling amember that'sassociated withan existingcontact.
Not Required
ContactFirstName
The rst nameof the contact
Text
150
None
ConditionallyRequired A value isrequired whenbatch enrollinga member witha new contact.
Not Required
ContactLastName
The last nameof the contact
Text
150
None
ConditionallyRequired A value isrequired whenbatch enrollinga member witha new contact.
Not Required
AccntId
The partyidentier of theaccount that'sassociated withthe company
Number
18
The accountmust exist.
ConditionallyRequired EitherAccntId or
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
14
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
type of themember.
AccountPartyNumbermust beprovidedfor thefollowing twocases whenmember typeis ORA_ MEM_TYPE_COMPas follows: A value isrequire whenimporting thecompany typeof the memberfrom a legacyor externalsystem. A value isrequired ifbatch enrollinga companytype of themember that'sassociated withthe existingaccount.
AccountPartyNumber
The partynumber of theaccount thatassociate withcompany typeof member
Text
30
The accountmust exist.
ConditionallyRequired EitherAccntId orAccountPartyNumbermust beprovided forfollowingtwo caseswhen membertype is ORA_MEM_TYPE_COMPas follows: A value isrequire whenimporting thecompany typeof the memberfrom a legacyor externalsystem A value isrequired ifbatch enrollingthe company
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
15
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
type of themember that'sassociate withthe existingaccount.
LoyAccountName
The name ofthe account.
Text
360
None
ConditionallyRequired A value isrequired whenbatch enrollingthe companytype of themember withnew account.
Not Required
OrgGroupId
The partyidentier ofthe householdthat'sassociated withthe householdtype of themember.
Number
18
The householdmust exist.
ConditionallyRequired EitherOrgGroupId orHouseholdPartyNumbermust beprovided forthe followingtwo caseswhen themembertype is ORA_MEM_ TYPE_HOUSEHOLD: A value isrequire whenimportinghousehold typeof memberfrom a legacyor externalsystem. A value isrequired ifbatch enrollingthe householdtype of themember that'sassociated withthe existinghousehold.
Optional
HouseholdPartyNumber
The partynumber of thehouseholdthat's
Text
30
The householdmust exist.
ConditionallyRequired
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
16
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
associated withthe householdtype of themember.
EitherOrgGroupId orHouseholdPartyNumbermust beprovided forthe followingtwo caseswhen membertype is ORA_MEM_ TYPE_HOUSEHOLD: A value isrequire whenimporting thehousehold typeof the memberfrom a legacyor externalsystem. A value isrequired ifbatch enrollingthe householdtype of themember that'sassociated withthe existinghousehold.
LoyHouseholdName
The name ofthe household.
Text
360
None
ConditionallyRequired A value isrequiredwhen batchenrolling thehousehold typeof the memberwith a newhousehold.
Not Required
AccrualTypeCode
The accrualtype code ofthe companytype of themember.
Text
30
If providinga value, thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_ MEM_ACCRU_TYPE.
ConditionallyRequired A value isrequired whencreating thecompany typeof the member.
Optional
AccrualToMemberId
The uniqueidentier ofthe household
Number
18
The membermust exist and
ConditionallyRequired
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
17
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
member whichthe individualmemberassociateswith.
be from sameprogram.
EitherAccrualToMemberIdorHouseholdMemberNumbermust beprovided whencreating theindividual typeof member andassociatingit with anexistinghouseholdmember.
HouseholdMemberNumber
The householdmember whichthe individualmemberassociateswith.
Text
30
The membermust exist andbe from sameprogram.
ConditionallyRequired EitherAccrualToMemberIdorHouseholdMemberNumbermust beprovided whencreating theindividual typeof the memberand associatingit with anexistinghouseholdmember.
Optional
CurrencyCode
The currencycode for themember.
Text
15
None
A list of validvalues aredened inthe lookuptable, ZCA_COMMON_CORPORATE_CURRENCY. Review andupdate theprole optionusing theSetup andMaintenancework area, andthe ManageCurrencyProle Optionstask.
Optional
SurvMemberNumber
The publicunique
Text
30
The membermust exist and
ConditionallyRequired
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
18
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberrecord
Updatingan ExistingMemberrecord
identier ofthe survivingmembernumber
be from sameprogram
A value isrequired whenthe memberis in mergedstatus.
StartDate
The date whenthe memberjoined theprogram.
DateTime
None
ConditionallyRequired A value isrequired ifyou're notusing currentdate time.
Optional
You can view the Loyalty Member object along with all its child objects and aributes in the Manage Import Objectspage of the Import Management ow. You can nd aribute information like type, length, description, and so on, onthis page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or by using a predened template. To download a template, do thefollowing:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Manage Object Details page.3. Click the object name link under the Display Name column to navigate to the Manage Mapping page.4. If you don't have an existing mapping, then click the Create Import Mapping buon to create a mapping.5. On the Edit Import Mapping page, map the required by dragging them from the Target Aributes section to the
Source File section. Save the mapping when you're done.6. Click the link in the Mapping Number column of the required mapping.
Note: You can lter the mappings using the Find drop-down list.
7. On the Edit Import Mapping page, select Download Template from the Actions drop-down list.8. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses MemberNumber and LoyProgramName information from a legacy system to identify themember and the program records. In the rst row, ContactFirstName and ContactLastName are provided to enroll anew contact and associate it with a member. In the second row, a value is provided for PartyNumber which identiesthe existing contact to associate with the member.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
19
MembernNumber LoyProgramName MemberTypeCode ContactFirstName ContactLastName PartyNumber EnrollFlag
MEM00000001
ABC Reward
ORA_ MEM_TYPE_INDIVIDUAL
Steve
Braun
Y
MEM00000002
ABC Reward
ORA_ MEM_TYPE_INDIVIDUAL
Party_7231354
N
In the following sample source le, the user enters MemberNumber to identify the member, updating the StatusCodeof the member in Oracle Loyalty Cloud.
MemberNumber StatusCode
MEM00000001
ORA_ MEM_ STATUS_ INACTIVE
MEM00000002
ORA_ MEM_ STATUS_CANCEL
In the following sample source le, the user enters MemberNumber to identify the member, deleting the member inOracle Loyalty Cloud by the given MemberNumber. The child member records for the member will be cascade deleted.
MemberNumber
MEM00000001
MEM00000002
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Member from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
20
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do thefollowing::
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity. The import is successful if the status displays as Completed.
The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics• How File-Based Data Import Works• Import Data from a File• File Based Data Import for CX Sales and B2B Service
Import Your Program DataUse this topic to import program data into Oracle Loyalty Cloud. You can use the import functionality to create, update,or delete program records.
To import program records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your program data into Oracle Loyalty Cloud, you need to populate a CSV le with your source data and mapthat source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
21
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartThere are no prerequisite tasks for importing program data.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visiblein the object's UI, you can use the Number aribute to identify the record. For the Loyalty Program object, thearibute is ProgramNumber.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Program object, this aribute is LoyProgramId.
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new program records, required aributes for updatingthese program records, prerequisite setup tasks for the aributes, and specic validations, if any, for a program import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyProgramrecord
Updatingan ExistingLoyaltyProgramrecord
LoyProgramId
The unique IDfor the LoyaltyProgramrecord.
Number
18
None
Not required
Conditionallyrequired. A value isrequired ifProgramNumberis empty.
ProgramNumber
The programnumber.
Text
30
Not required OracleLoyalty Cloud
Required
Conditionallyrequired.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
22
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyProgramrecord
Updatingan ExistingLoyaltyProgramrecord
generatesa programnumber if oneisn't providedin the importle.
A value isrequired ifLoyProgramIdis empty.
Name
The name ofthe loyaltyprogram.
Text
30
None
Required
Not required
ProgramOwner
The ownerof the loyaltyprogram.
Text
30
None
Required
Not required
You can view the Loyalty Program object along with all its child objects and aributes in the Manage Import Objectspage of the Import Management ow. You can nd aribute information like type, length, description, and so on, onthis page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le inserts a new program with Name and ProgramOwner aributes.
Name ProgramOwner
Program Name 1
Owner 1
Program Name 2
Owner 2
In the following sample source le, the user enters ProgramNumber or LoyProgramId to identify the record, updatingthe name of the program in Oracle Loyalty Cloud.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
23
ProgramNumber Name
PRG0000000041
Program Name replaced
In the following sample source le, the user enters the ProgramNumber or LoyProgramId to identify the program,deleting the program in Oracle Loyalty Cloud by the given ProgramNumber or LoyProgramId.
ProgramNumber
PRG0000000041
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Program from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity. The import is successful if the status displays as Completed.
The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
24
Related Topics
• How File-Based Data Import Works
• Import Data from a File
• File Based Data Import for CX Sales and B2B Service
Import Your Member Card DataUse this topic to import member card data into Oracle Loyalty Cloud. You can use the import functionality to create,update, or delete member card records.
To import member card records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your member card data into Oracle Loyalty Cloud, you need to populate a CSV le with your source data andmap that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartYou need to set certain options for some aributes in the application before you can populate them. For example, youneed to set up a program and import member data before you import member card data, because the member carddata typically contain references to programs and members. Also, when importing a child record, ensure that its parentrecord exists in the database.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visible in
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
25
the object's UI, you can use the Number aribute to identify the record. For the Loyalty Member Card object,the aribute is CardNumber.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Member Card object, the aributes are as follows:
◦ LoyCardId
◦ MemberId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new member card records, required aributes for updatingthese member card records, prerequisite setup tasks for the aributes, and specic validations, if any, for a membercard import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMember Cardrecord
Updatingan ExistingLoyaltyMember Cardrecord
MemberNumber
The memberfor whom themember card iscreated.
Text
30
The membermust exist
Required
Not required
LoyCardId
The unique IDof the membercard.
Number
18
None
Not required
Conditionallyrequired. A value isrequired ifCardNumber isempty.
CardNumber
The membercard number.
Text
30
None
Required Oracle LoyaltyCloud willgenerate a cardnumber if oneisn't providedin the importle.
Conditionallyrequired. A value isrequired ifLoyCardId isempty.
NameOnCard
The name onthe membercard.
Text
30
None
Required
Not required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
26
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMember Cardrecord
Updatingan ExistingLoyaltyMember Cardrecord
ExpiryDate
The expirationdate for themember card.
TIMESTAMP
Not applicable
None
Required
Not Required
CardType
The membercard type.
Text
30
None
Required
Not Required
You can view the Loyalty Member Card object along with all its child objects and aributes in the Manage ImportObjects page of the Import Management ow. You can nd aribute information like type, length, description, and soon, on this page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses MemberNumber information from a legacy system to identify the member.
MemberNumber ExpryDate NameOnCard CardType
MEM00000001
6/23/2019 12:08:56 AM
User Name 1
Platinum
MEM00000002
6/29/2019 12:08:56 AM
User Name 2
Gold
In the following sample source le, the user enters CardNumber or LoyCardId to identify the card, updating the expirydate of the card in Oracle Loyalty Cloud.
CardNumber or LoyCardId ExpiryDate
CARD0000014007
12/11/2018 12:08:56 PM
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
27
CardNumber or LoyCardId ExpiryDate
MEM0000015002
12/11/2018 15:18:56 PM
In the following sample source le, the user enters the CardNumber or LoyCardId to identify the program, deleting theprogram in Oracle Application Cloud by the given CardNumber or LoyCardId.
CardNumber or LoyCardId
CARD0000014007
MEM0000015002
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Card from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity. The import is successful if the status displays as Completed.
The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
28
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics• How File-Based Data Import Works• Import Data from a File• File Based Data Import for CX Sales and B2B Service
Import Your Member Promotion Enrollment DataUse this topic to import member promotion enrollment data into Oracle Loyalty Cloud. You can use the importfunctionality to create, update, or delete member promotion enrollment records.
To import member promotion enrollment records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your member promotion enrollment data into Oracle Loyalty Cloud, you need to populate a CSV le with yoursource data and map that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartYou need to set certain options for some aributes in the application before you can populate them. For example, youneed to set up a program and a promotion and import member data before you import member promotion enrollmentdata, because the member promotion enrollment data typically contain references to programs, promotions, andmembers. Also, when importing a child record, ensure that its parent record exists in the database.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update a
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
29
record for which you have previously provided a Number aribute, or for which a Number aribute is visiblein the object's UI, you can use the Number aribute to identify the record. For the Loyalty Member PromotionEnrollment object, the aribute is PromoMemNumber.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Member Promotion Enrollment object, the aributes are as follows:
◦ LoyPromoMemId
◦ MemberId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new member promotion enrollment records, requiredaributes for updating these member promotion enrollment records, prerequisite setup tasks for the aributes, andspecic validations, if any, for a member promotion enrollment import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberPromotionEnrollmentrecord
Updatingan ExistingLoyaltyMemberPromotionEnrollmentrecord
PromotionName
The name ofthe promotionbeing enrolled.
Text
30
The promotionmust exist. The memberand thepromotionmust belongto the sameprogram. The promotionmust be activeand availablefor enrollment.
ConditionallyRequired A value isrequired ifPromotionNumberis empty.
Not required
MemberNumber
The memberfor whom thePromotion isbeing enrolled.
Text
30
The membermust exist. The memberand thepromotionmust belongto the sameprogram.
Required
Not required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
30
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberPromotionEnrollmentrecord
Updatingan ExistingLoyaltyMemberPromotionEnrollmentrecord
LoyPromoMemId
The unique IDof the memberpromotionenrollment.
Number
18
None
Not required
Conditionallyrequired. A value isrequired ifPromoMemNumberis empty.
EnrollmentStart
The startdate for thepromotionbeing enrolled.
TIMESTAMP
Not applicable
The timestamp mustbe betweenthe start andend of thepromotion.
Required
Not required
PromtionNumber
The PUID ofthe promotionbeing enrolled.
Text
30
The promotionmust exist. The memberand thepromotionmust belongto the sameprogram. The promotionshould beactive andavailable forenrollment.
ConditionallyRequired A value isrequired ifPromotionNameis empty.
Not Required
PromoMemNumber
The memberpromotionenrollmentnumber.
Text
30
None
Not required Oracle LoyaltyCloud willgenerate one ifit isn't providedin the importle.
Conditionallyrequired A value isrequired ifLoyPromoMemIdis empty.
You can view the Loyalty Member Promotion Enrollment object along with all its child objects and aributes in theManage Import Objects page of the Import Management ow. You can nd aribute information like type, length,description, and so on, on this page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
31
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. The user can enter eitherPromotionName or PromotionNumber in the sample le.
MemberNumber EnrollmentStart PromotionNumber or PromotionName
MEM0000007001
06/09/2019 7:51:09 AM
Loy_Test Redeem
MEM0000003075
06/09/2019 7:51:09AM
PROM0000001002
In the following sample source le, the user enters CardNumber or LoyCardId to identify the card, updating the expirydate of the card in Oracle Loyalty Cloud.
CardNumber ExpiryDate
CARD0000014007
12/11/2018 12:08:56 PM
MEM0000015002
12/11/2018 15:18:56 PM
In the following sample source le, the user enters the PromoMemNumber or LoyPromoMemId to identify themember promotion enrollment, deleting the enrollment in Oracle Loyalty Cloud by the given PromoMemNumber orLoyPromoMemId.
PromomemNumber orLoyPromoMemId
MP0000009004
300100176639442
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
32
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Member Promotion Enrollment from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity. The import is successful if the status displays as Completed.
The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics
• How File-Based Data Import Works
• Import Data from a File
• File Based Data Import for CX Sales and B2B Service
Import Your Promotion DataUse this topic to import promotion data into Oracle Loyalty Cloud. You can use the import functionality to create,update, or delete promotion records.
To import promotion records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
33
How to Map Your Source Data to Target Object AributesTo import your promotion data into Oracle Loyalty Cloud, you need to populate a CSV le with your source data andmap that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartYou need to set certain options for some aributes in the application before you can populate them. For example,you need to set up a program because promotion data contains references to programs. Also, when importing a childrecord, ensure that its parent record exists in the database.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visible inthe object's UI, you can use the Number aribute to identify the record. For the Loyalty Promotion object, thearibute is PromotionNumber.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Promotion object, these aributes are as follows:
◦ LoyPromoId
◦ LoyProgId
◦ PartnerId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new promotion records, required aributes for updatingthese promotion records, prerequisite setup tasks for the aributes, and specic validations, if any, for a promotionimport:
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
34
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyPromotionrecord
Updatingan ExistingLoyaltyPromotionrecord
LoyPromoId
The uniqueID for thepromotionrecord.
Number
18
None
Not required
Conditionallyrequired. A value isrequired ifPromotionNumberis empty.
PromotionNumber
The PUID ofthe promotionfrom whichthe promotionrecord canbe uniquelyidentied.
Text
30
None
Not required
Conditionallyrequired. A value isrequired ifLoyPromoId isempty.
Name
The name ofthe promotion.
Text
50
If providing avalue, then thevalue must beunique.
Required
Not required
ProgramNumber
The uniqueID for theprogram.
Text
30
The programmust exist.
Required
Not required
TypeCode
The promotiontype codename. The acceptedvalues areORA_TXN_ACC,ORA_TXN_RED,and so on.
Text
30
If providing avalue, then thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_TXN_TYPE.
Required
Not required
SubTypeCode
The promotionsubtype name. This aributeis dependenton theTypeCodeNamearibute. Theacceptedvalues are: A. If Accrual -ORA_ACC_MCR,ORA_ACC_PROD,and so on.
Text
30
If providing avalue, then thevalue must bea valid, enabledlookup codefor lookuptype ORA_LOY_ ACCRL_TXN_SUB_TYPEor ORA_ LOY_REDEM_TXN_SUB_TYPE.
Required
Not required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
35
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyPromotionrecord
Updatingan ExistingLoyaltyPromotionrecord
B. IfRedemption -ORA_RED_PROD,ORA_RED_MDT,and so on.
You can view the Loyalty Promotion object along with all its child objects and aributes in the Manage Import Objectspage of the Import Management ow. You can nd aribute information like type, length, description, and so on, onthis page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses Name (promotion name) and ProgramNumber information from a legacy system toidentify the promotion and program. A value is provided for TypeCode and SubTypeCode to identify the type ofpromotion being created.
Name ProgramNumber TypeCode SubTypeCode
SLPromoImport1
PRG0000033020
ORA_TXN_ACC
ORA_ACC_PROD
SLPromoImport2
PRG0000033020
ORA_TXN_RED
ORA_RED_PROD
In the following sample source le, the user enters PromotionNumber to identify the promotion record, updating thename of the promotion in Oracle Loyalty Cloud.
PromotionNumber Name
PROM0000003001
LDemo_ Create_ Update1
PROM0000003002 LDemo_ Create_ Update2
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
36
PromotionNumber Name
In the following sample source le, the user enters the PromotionNumber to identify the promotion, deleting thepromotion in Oracle Loyalty Cloud by the given PromotionNumber.
Note:• You can only delete a promotion if the promotion is in Inactive status.• Deletion of tier promotions isn't allowed from an import.
PromotionNumber
PROM0000003001
PROM0000003002
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Promotion from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
37
4. Check the Status column for the import activity. The import is successful if the status displays as Completed.The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics• How File-Based Data Import Works• Import Data from a File• File Based Data Import for CX Sales and B2B Service
Import Your Promotion Incentive Choice DataUse this topic to import promotion incentive choice data into Oracle Loyalty Cloud. You can use the import functionalityto create, update, or delete promotion incentive choice records.
To import promotion incentive choice records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your promotion incentive choice data into Oracle Loyalty Cloud, you need to populate a CSV le with yoursource data and map that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Before You StartYou need to set certain options for some aributes in the application before you can populate them. For example, youneed to set up a promotion because a promotion incentive choice is a child of a promotion. Also, when importing a childrecord, ensure that its parent record exists in the database.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
38
The preferred options to uniquely identify an object record are as follows:
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Promotion Incentive Choice object, these aributes are as follows:
◦ LoyIncentiveChoiceId
◦ PromotionId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new promotion incentive choice records, requiredaributes for updating these promotion incentive choice records, prerequisite setup tasks for the aributes, and specicvalidations, if any, for a promotion incentive choice import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyIncentiveChoice record
Updatingan ExistingLoyaltyIncentiveChoice record
LoyIncentiveChoiceId
The uniqueID for theincentivechoice record.
Number
18
None
Not required
Required
PromotionNumber
The promotionfor whichthe incentivechoice iscreated.
String
30
The promotionmust exist andbe available forenrollment.
Required
Not required
IncentiveChoice
The name ofthe incentivechoice.
String
50
The incentivechoice valuemust beunique.
Required
Not required
DefaultFlag
The defaultindicator.
String
1
If the incentivechoice beingcreated is therst incentivechoice recordfor thepromotion,then setthe defaultindicator to 'Y'.
Not required
Not required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
39
You can view the Loyalty Promotion object along with all its child objects and aributes in the Manage Import Objectspage of the Import Management ow. You can nd aribute information like type, length, description, and so on, onthis page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses PromotionNumber information from legacy system to identify the Loyalty Promotion forwhich an incentive choice will be created. A value is provided for IncentiveChoice to uniquely identify the PromotionIncentive Choice record.
PromotionNumber IncentiveChoice DescriptionText
PROM0000003001
ICTest1
My rst IC record
PROM0000003001
ICTest2
My second IC record
PROM0000003001
Text1
My text
In the following sample source le, the user enters LoyIncentiveChoiceId to identify the Promotion Incentive Choice,updating the default value of the promotion incentive choice in Oracle Loyalty Cloud.
Note: You can only update the Promotion Incentive Choice, if the promotion is in Inactive status.
LoyIncentiveChoiceId DescriptionText
300100180801400
First IC record
300100180801401
Second IC record
In the following sample source le, the user enters the LoyIncentiveChoiceId to identify the promotion incentivechoice, deleting the promotion incentive choice in Oracle Loyalty Cloud by the given LoyIncentiveChoiceId.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
40
LoyIncentiveChoiceId
300100180801400
300100180801401
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Promotion Specic Aribute from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity. The import is successful if the status displays as Completed.
The other valid values for the import activity status are Queued for import, Preparing data for import,Importing data, Completed with errors, and Unsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics
• How File-Based Data Import Works
• Import Data from a File
• File Based Data Import for CX Sales and B2B Service
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
41
Import Your Promotion Specic Aribute DataUse this topic to import promotion specic aribute data into Oracle Loyalty Cloud. You can use the import functionalityto create, update, or delete promotion specic aribute records.
To import promotion specic aribute records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your promotion specic aribute data into Oracle Loyalty Cloud, you need to populate a CSV le with yoursource data and map that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import.
Before You StartYou need to set certain options for some aributes in the application before you can populate them. For example, youneed to set up a promotion because a promotion specic aribute is a child of a promotion object. Also, when importinga child record, ensure that its parent record exists in the database
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visiblein the object's UI, you can use the Number aribute to identify the record. For the Loyalty Promotion SpecicAribute object, the aribute is Name.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, or
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
42
by doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Promotion Specic Aribute object, these aributes are as follows:
◦ LoyArdefnBId
◦ PromotionId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new promotion specic aribute records, requiredaributes for updating these promotion specic aribute records, prerequisite setup tasks for the aributes, andspecic validations, if any, for a promotion specic aribute import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyPromotionSpecicAributerecord
Updatingan ExistingLoyaltyPromotionSpecicAributerecord
LoyArdefnBId
The unique IDfor the LoyaltyPromotionSpecicAributerecord.
Number
18
None
Not required
Required
InternalName
The internalname of thepromotionaribute.
Text
75 The internal
name valueentered shouldbe unique.
Possible valuesfor the internalname aributeare:
• Text 1 to10
• Date 1 to10
• Number1 to 10
Required
Not required
DisplayName
The name ofthe promotionspecicaribute.
Text
30
The displayname enteredmust beunique.
Required
Not required
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
43
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyPromotionSpecicAributerecord
Updatingan ExistingLoyaltyPromotionSpecicAributerecord
PromotionNumber
The uniqueID for thepromotion.
Text
30
The promotionmust exist.
Required
Not required
DefaultValue
The defaultvalue of thepromotionspecicaribute.
Text
75
The defaultvalue, ifprovided, isdependenton theInternalNamearibute.
Not required
Not required
You can view the Loyalty Promotion Specic Aribute objects in the Manage Import Objects page of the ImportManagement ow. You can nd aribute information like type, length, description, and so on, on this page.
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses PromotionNumber information from a legacy system to identify the promotion.
PromotionNunber InternalName DisplayName DefaultValue
PROM0000003001
Number1
N1
1234
PROM0000003001
Date1
DT2
30-07-2019 04:25:55 AM
PROM0000003001
Text1
TXT1
TestRecord
In the following sample source le, the user enters LoyArdefnBId to identify the promotion specic aribute record,updating the default value of the promotion specic aribute in Oracle Loyalty Cloud.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
44
Note: You can only update the promotion specic aribute if the promotion and promotion specic aributeare in Inactive status.
LoyArdefnBId DefaultValue
300100178776416
23456
300100179259521
Test Record 1
In the following sample source le, the user enters the LoyArdefnBId to identify the promotion specic aribute,deleting the promotion specic aribute in Oracle Loyalty Cloud by the given LoyArdefnBId.
Note: You can only delete a promotion specic aribute if the promotion specic aribute and its parentpromotion are in Inactive status.
LoyArdefnBId
300100178776416
300100179259521
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Promotion Specic Aribute from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
45
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do asfollows:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity.
The import is successful if the status displays as Completed. The other valid values for the import activitystatus are Queued for import, Preparing data for import, Importing data, Completed with errors, andUnsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics
• How File-Based Data Import Works
• Import Data from a File
• File Based Data Import for CX Sales and B2B Service
Import Your Promotion Rules DataUse this topic to import promotion rules data into Oracle Loyalty Cloud or export them from Oracle Loyalty Cloud.
General Prerequisites for Exporting or Importing Promotion RulesBefore you begin exporting or importing promotion rules, make sure that all the setup data required for creating apromotion rule is available and activated. The following is the list of objects used in the rules criteria and action:
• Promotion objects:
◦ Promotion header object
◦ Promotion specic aributes
◦ Incentive choices
• Program objects:
◦ Program level aributes:
• Member dynamic aributes• Member eld aributes• Transaction aributes• Calendar aributes• Point total aributes
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
46
• Point type aributes• Member tier aributes
◦ Point types
◦ Point subtypes
◦ Tiers
◦ Event driven rewards
• Other objects:
◦ Members (individual and company)
◦ Vouchers
• External objects:
◦ Products
◦ Static Lists (FND_LOOKUP)
◦ Partners
Prerequisites for Exporting Promotion RulesWhen a promotion satises the following criteria, you can export the dened rules can be exported to a downloadablele by clicking the Rules Export menu item regardless of whether the promotion is active or not:
• The promotion must have a minimum of one rule.
• The promotion rules must be complete, in other words, both the IF and DO blocks must be dened.
• The promotion rules must be valid at the time of the export. If there are any errors or warnings for any of therules, then the rules of a promotion can't be exported. You can verify the validity of the rules in the Rules At aGlance tab or by looking into rules through the Manage Rules functionality.
Export the Promotion RulesTo export your promotion rules, complete the following steps:
1. Sign in as a setup user.2. In the Navigator, click Loyalty, then Promotions, and then the desired promotion.
The Edit Promotion window opens.3. Click the Actions menu, and then Rules Export.
After clicking Rules Export menu item, a downloadable le is available for you to save. This le contains thenecessary contents, such as aributes, object mapping information, and serialized promotion rules dictionary,to import rules into another promotion.
The default le name is <Promotion Name>, and type of le is XML. If there are any errors or warnings for therules, an appropriate error message is displayed.
4. Save the le.
Note: Ensure users don't modify this le.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
47
5. If you receive Rules Export errors, the following is sample corrective action to x certain errors:
◦ Sample Error Message: The promotion rules for the promotion {PROMO_NAME} couldn't be exporteddue to errors. Fix them and try exporting the rules again.
Make sure there are no warnings or errors in the rules. You can view them by clicking Navigator,Promotion, PromotionEdit, Promotion Rules at a Glance tab, and then the Manage Rules view.
◦ Sample Error Message: There are no rules dened for this promotion.
This error appears when the promotion doesn't have any rules dened. At least one complete valid rule isrequired to export rules. User must dene a rule.
Prerequisites for Importing Promotion RulesAn import of promotion rules imports all the rules in the case of a successful import, but imports none if any importvalidations fail.
For newly created promotions, the rules import adds all rules to the promotions.
For existing promotions with rules, the rules import overwrites the existing rules with the imported rules.
The following are the prerequisites for promotion rules import:
• The uploaded import XML le containing promotion rules must be valid.
• The promotion must be in Inactive status. If the promotion is active, the Rules Import menu item is disabled.
• All setup data used in the exported promotion must be available and active as needed in this promotion as well,where the rules are being imported.
◦ For aributes, Name, data-type and category (Transaction, Point Total, Calendar, and so on) used in thesource promotion rule must match with that of the target promotion.
◦ For objects like Point type, Point subtype, Tiers, and so on, the promotion name must match between thesource and target promotion.
• The type and subtype of the two promotions must match.
• The kind of promotion must match, for example, Enrollment Required Promotion, Tier Promotion, BasePromotion and Normal Promotion.
Note: Names are case-sensitive and must match exactly between the two promotions for a successful rulesimport.
Import the Promotion RulesTo import your promotion rules, complete the following steps:
1. Sign in as a setup user.2. In the Navigator, click Loyalty, then Promotions, and then the desired promotion.
The Edit Promotion window opens.3. Click the Actions menu, and then Rules Import.4. In the le browser dialog that opens, browse and select the XML le containing the rules, and click OK to upload
the le.5. After uploading exported le, click OK to import the rules.
If all validations are successful, all the rules are imported and the following message is displayed: You haveimported all rules to the promotion.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
48
6. If you receive a Rules Import error message, click the Download link in the message and download the<PromotionName>Import.xml le.
This le contains all the errors for the import process. You can nd these errors inside theRulesImportErrorSummary tag of the le. After xing the errors listed in the downloaded le, you can aemptto import rules again. See the following topic on actions to correct sample errors.
Corrective Actions to Fix Rule Import ErrorsThe following are actions to take for sample error messages:
Sample Error Message Corrective Actions
The member dynamic aribute withname Member Preferred Program iseither inactive or undened.
Check whether an aribute named Member Preferred Program is available and in active statusby navigating to Program, Program Level Aributes, and then Member Dynamic Aributes.
• If the aribute isn't available under this aribute category, then create a new MemberPreferred Program aribute with the same data type as that of exported promotion, andactivate the promotion. In case you don't have the source program, you can look for thedata type inside the exported XML.
• If the aribute exists and is in inactive status, simply activate it.• If the aribute exists and is in active status and you receive this error message, check
the Name value and make sure it matches the name in ErrorMessage. Name is casesensitive eld.
The category of the aribute can be identied from the error message. The category canbe one of the following:
◦ Member Dynamic Aribute
◦ Transaction Aribute
◦ Member Field Aribute
◦ Member Tier Aribute
◦ Calendar Aribute
◦ Point Totals Aribute
◦ Promotion Specic Aribute
The expected name of the aribute is available in the error message followed bythe "with name" text. For example, The transaction attribute with nameTRANS_ATTR_NAME is either inactive or undefined.
The member eld aribute with thepoint type name Regular is eitherinactive or undened.
• If the category is Member Field Aribute, and if the error message mentions the pointtype, then check whether a Point Type with the given name exists and is in active statusby navigating to Program, then Point Types.
• If the category isn't Member Filed Aribute, then create a new point type and activate it.
The promotion type and subtypedon't match the uploaded le'spromotion type and subtype.
1. Check for the type and subtype of the promotion from where rules are being importedto that of the source promotion to where the rules were exported.
If the rules were exported from a promotion of type Accrual and subtype Product, thenonly import rules into a promotion of type Accrual and subtype Product.
2. Change the type and subtype to match in order to import the rules.3. Importing Tier kind promotion rules into a normal promotion isn't supported.
You must change the data type ofpoint totals aribute YearTotals todata type String. This type must
1. Identify the category of the aribute mentioned in error message which in this exampleis Point Totals Aribute.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
49
Sample Error Message Corrective Actions
match the promotion rules you'reimporting.
2. Identify the name of aribute mentioned in error message which in this example isYearTotals.
3. Navigate to Program, then Program Level Aributes, and then in the Point TotalsAribute section, locate the YearTotals aribute.
4. If aribute data type isn't String, ensure the data type is string and try importing rulesagain, do one of the following:
◦ Create a new aribute with the same name: Delete the existing aribute afterinactivating it, create a new aribute with the expected data type, and thenactivate it.
◦ Update the existing aribute: Inactivate the aribute, update the data type to theexpected data type, and then activate it.
You can't import enrollment requiredrules to the promotion with nameHighMiles. This isn't an enrollmentrequired promotion. You can only use the enrollmentaribute {ENROLL_ ATTR_NAME} inan enrollment required promotion.
This error message appears if you aempt to import rules of an enrollment requiredpromotion into a normal promotion. If possible, you must prevent doing such an import. Thekind of promotion between the source and target promotion must match. If you pursue this type of import, then change the promotion to an enrollment requiredpromotion by checking the Enrollment Required check box by navigating to Loyalty,Promotion, and then Promotion Edit.
The rules can't be importedbecause the promotion with name{PROMO_NAME} isn't a basepromotion.
You're aempting to import base promotion rules into an unsupported promotion (Tier,Enrollment Required, Normal). Base promotion rules can be imported only to another basepromotion.
The point type with name Regularwasn't found.
During an import, objects are mapped internally between a source promotion or programto the target promotion or program. They're mapped using the unique identier, Name. Forexample, if a point type named Regular is used in the Assign Points action when importingrules into another promotion, a point type named Regular must exist in the target promotion.Otherwise, the import throws this sample error. A similar error can be found for the objectswhich are mapped as part of the import ow.
The following objects are mapped as part of an import (you can navigate to these objects byclicking Navigator, Loyalty, Program, Program Edit, and then the object type):
• Point Type. The point type must be available and in active state with the given pointtype name. If it isn't, then create a new point type with the given name and activate it.
• Point Subtype. The point subtype with the given name must be available. If it isn't, thencreate a new point subtype with the given name.
• Tier. The tier with the given name must exist under the default tier class. If it doesn't,then create a new tier with the given name. If the tier class isn't active, then activate itwith the appropriate tier class model.
• Event. The event driven reward must be active with the given event name. If it isn't, thencreate a new event with the given name and activate it.
• Incentive Choice. The incentive choice with the given name must be available. If it isn't,then create a new incentive choice with the given name.
The following objects aren't mapped as part of an import:
• Partners• Voucher Number• Voucher Type• All Members• Company Members
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
50
Sample Error Message Corrective Actions
• Member• Products• Static List
If these unmapped objects are used in the exported rules, then they wouldn't be validated andmapped in the target promotion during import ow. After the import, a warning is displayedfor these objects usage in the Rules UI (Manage Rules, Promotion Rules at a Glance) and youmust x them manually before activating them. For static lists, ensure they're available in boththe source and target environments, or else x the rule manually.
You must provide a valid actionfor this promotion. The promotionaction with name {ACTION_NAME} isinvalid.
Ensure that the type and subtype of the source and target promotions are one and the same.This error message appears if you aempt to import rules which have an action that isn'tappropriate for target promotion type and subtype combinations. For example, a Cancel Voucher action isn't applicable for a promotion type of Accrual andsubtype of Product. Cancel actions are applicable only for the Cancellation promotion subtype.
Related Topics• How File-Based Data Import Works• Import Data from a File• File Based Data Import for CX Sales and B2B Service
Import Your Member Association DataUse this topic to import member association data into Oracle Loyalty Cloud. You can use the import functionality tocreate and update member association records.
To import member association records, perform the following tasks:
1. Map your source data to Oracle Loyalty Cloud object aributes.2. Create the source Comma Separated Values (CSV) le for import.3. Create the import activity.4. Review the import activity.
How to Map Your Source Data to Target Object AributesTo import your member association data into Oracle Loyalty Cloud, you need to populate a CSV le with your sourcedata and map that source data to target object aributes in Oracle Loyalty Cloud.
You need to do the following before creating the CSV le for data import:
• Identify how your source data aributes map to the target object aributes in Oracle Loyalty Cloud.
• Ensure that the prerequisite steps, such as understanding what aributes are required for importing yourobjects, are complete.
• Understand your options for uniquely identifying the records.
• Ensure parent records exist before importing child records.
• Identify the target object aributes that are required in the CSV le for a successful import
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
51
Before You StartYou need to set certain options for some aributes in the application before you can populate them. For example, youneed to set up a loyalty program and import member data rst before you import member association data, becausemember association data references loyalty programs and members. Also, when importing a child record, ensure thatits parent record exists in the database.
Select a Unique Identier for Your RecordsTo import data into Oracle Loyalty Cloud, your CSV le must include some specic aributes that enable the importprocess to uniquely identify the records. The le import process uses the aribute values to automatically map yoursource data to the target object aributes in Oracle Loyalty Cloud.
The preferred options to uniquely identify an object record are as follows:
• Public unique identiers: If you're creating new records, then you can provide a user-friendly public uniqueidentier (aributes denoted with 'Number' and usually visible in the business object's UI). If you update arecord for which you have previously provided a Number aribute, or for which a Number aribute is visible inthe object's UI, you can use the Number aribute to identify the record. For the Loyalty Member Associationobject, the aribute is MemberAssociationPUID.
• Internal ID: If you're identifying a record that already exists in Oracle Loyalty Cloud, then you can use theinternal ID of the record. An Internal ID is typically a system-generated unique identier aribute with "id" in thearibute name. You can determine the internal ID of a record by exporting Oracle Loyalty Cloud object data, orby doing a transactional database query. Using an internal ID typically provides beer performance and reducesthe import duration. For the Loyalty Member Association object, these aributes are as follows:
◦ GroupMemberId
◦ MemberId
Required Aributes and ValidationsTo import data successfully into Oracle Loyalty Cloud, your CSV le must include the required aributes. Ensure thatyou provide valid values for the aributes.
The following table lists the required aributes for importing new member association records, required aributes forupdating these member association records, prerequisite setup tasks for the aributes, and specic validations, if any,for a member association import:
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberAssociationrecord
Updatingan ExistingLoyaltyMemberAssociationrecord
AssociationEndDate
The date whenthe associationbetween thecompany orhost memberand theindividualmember ends.
TIMESTAMP
Not applicable
None
Optional
Optional
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
52
Aribute Description Data Type Data Length PrerequisiteSetup Task/ImportValidations
Creatinga LoyaltyMemberAssociationrecord
Updatingan ExistingLoyaltyMemberAssociationrecord
AssociationStartDate
The date whenthe associationbetween thecompanymember andindividualmemberbegins.
TIMESTAMP
Not applicable
Start date mustnot duplicatethe end date.
Required
Required
GroupMemberNumber
The PUID ofthe group(company orhousehold)member.
Text
30
The companyor householdmember mustexist.
Required
Required
MemberAssociationId
Primary key
Text
30
None
Not required
Required
MemberAssociationPUID
The PUID ofthe memberassociation.
Text
30
None
Not required. Oracle LoyaltyCloud willgenerate thePUID if it isn'tprovided in theimport le.
Not required
MemberAssociationType
The value isfrom the groupmember typecode, whichrepresents theassociationtype.
Text
30
None
Not required
Not required
MemberNumber
The PUID ofthe individualmember.
Text
30
The individualmember mustexist.
Required
Required
You can view the Loyalty Member Association object along with all its child objects and aributes in the Manage ImportObjects page of the Import Management ow. You can nd aribute information like type, length, description, and soon, on this page.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
53
Create the Source CSV FileThe CSV le is provided as input to the le-based data import process. You must populate the CSV le with the data youwant to import into Oracle Loyalty Cloud.
You can either create a CSV le on your own or use templates available in pre-existing mappings. To download atemplate, do the following:
1. In the Navigator, under Tools, click Import Management.2. Click the Import Objects tab to open the Import Object Details page.3. Select the object you're interested in the Import Object Details page and click the Download icon next to that
object name.4. Save the template CSV le to a location on your desktop.
You must edit the template CSV le and provide valid values for the required aributes. In the following sample sourcele, the import CSV le uses MemberNumber information from a legacy system to identify the member.
AssociationEndDate MemberName AssociationStartDate GroupMemberNumber
9/1/2021
MEM0000040001
3/1/2019
MEM0000040002
9/1/2030
MEM0000040001
4/1/2019
MEM0000040002
In the following sample source le, the user enters MemberAssociationId to identify the member association record,updating the value of the AssociationEndDate or AssociationStartDate aribute of the member association in OracleLoyalty Cloud.
AssociationEndDate MemberName AssociationStartDate GroupMemberNumber
9/1/2031
MEM0000040001
3/1/2019
MEM0000040002
9/1/2030
MEM0000040001
14/1/2019
MEM0000040002
Create the Import ActivityTo import data into Oracle Loyalty Cloud, you need to create an import activity and provide the CSV le as an input tothe activity.
To create an import activity, do the following:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, click Create Import Activity.4. In the Create Import Activity: Enter Import Options page, provide a name for the import activity, and select
Loyalty Member Association from the Object drop-down list.5. In File Name, browse and upload the required CSV le, and click Next.6. In the Create Import Activity: Map Fields page, edit the aribute mappings if required, and click Next.
Oracle Loyalty CloudImport and Export Management for Loyalty
Chapter 2Import Your Loyalty Data
54
Note: Click Validate Data to validate the mapping of the source le for unmapped columnsand to check for data format issues.
7. In the Create Import Activity: Review and Submit page, click Submit.
Review the Import ResultsYou can review the import results by checking for the import activity in the Manage Import Activity page. A le importactivity is said to be successful when its status displays as Completed. To check the status of the import activity, do thefollowing:
1. Sign in as a setup user.2. In the Navigator, under Tools, click Import Management.3. On the Manage Imports page, search for the import activity that you created using one of the search criteria,
such as status, name, object, and so on.4. Check the Status column for the import activity.
The import is successful if the status displays as Completed. The other valid values for the import activitystatus are Queued for import, Preparing data for import, Importing data, Completed with errors, andUnsuccessful.
Note: On this page you can also quickly view the number and status of all active imports, completed imports,and unsuccessful imports that have been submied.
Related Topics
• How File-Based Data Import Works
• Import Data from a File
• File Based Data Import for CX Sales and B2B Service
top related