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we will discuss about how we'll upload customers in Oracle Fusion Financials Online Training through Spread Sheet. I even have already shared customer import through Oracle Fusion File Baes Import but this is often often often some thing different from FBDI.
Step1:-
Navigate to the Manage Customer Upload page
Navigator > Receivables > Billing
Oracle Fusion File Based Import
Step2:- From Tasks List: Customer > Upload Customers from Spreadsheet
Oracle Fusion File Based Import
Step3:- Download Customers Spreadsheet Template
Manage Customer Uploads Page appears
Click on 'Download Customer Spreadsheet Template'
Oracle Fusion File Based Import
Step4:- Enter the Customer Information within the Template
- The spreadsheet template consists of 4 worksheets: Customers, Contacts, Reference Accounts and Customer Bank Accounts, where you'll enter:
- customer accounts, sites and business purposes
- customer site receipt methods
- customer account and site contacts
- customer bill-to site reference accounts
- customer bank accounts
Oracle Fusion File Based Import
Step5:- Generate the CSV Zip File
Once the data maintained within the Excel Template,
In the ‘Instructions’ tab, click the Generate CSV File button
Save the Zip in your system
Step6:- Upload Customers From Spread Sheet
Step7:- Upload Customer form Spreadsheet
From Spreadsheet dialog window, enter a Batch Name for identification purposes.
Use the Browse button to locate your Zip file.
Submit
Monitor progress of the Batch ID within the Search Results region of the page.
Step8 :- Review the Customer Records created
Navigator > Receivables > Billing
From Tasks List: Customer > Manage Customers
we will discuss about how we'll upload customers in Oracle Fusion Financials Online Training through Spread Sheet. I even have already shared customer import through Oracle Fusion File Baes Import but this is often often often some thing different from FBDI.
Step1:-
Navigate to the Manage Customer Upload page
Navigator > Receivables > Billing
Oracle Fusion File Based Import
Step2:- From Tasks List: Customer > Upload Customers from Spreadsheet
Oracle Fusion File Based Import
Step3:- Download Customers Spreadsheet Template
Manage Customer Uploads Page appears
Click on 'Download Customer Spreadsheet Template'
Oracle Fusion File Based Import
Step4:- Enter the Customer Information within the Template
- The spreadsheet template consists of 4 worksheets: Customers, Contacts, Reference Accounts and Customer Bank Accounts, where you'll enter:
- customer accounts, sites and business purposes
- customer site receipt methods
- customer account and site contacts
- customer bill-to site reference accounts
- customer bank accounts
Oracle Fusion File Based Import
Step5:- Generate the CSV Zip File
Once the data maintained within the Excel Template,
In the ‘Instructions’ tab, click the Generate CSV File button
Save the Zip in your system
Step6:- Upload Customers From Spread Sheet
Step7:- Upload Customer form Spreadsheet
From Spreadsheet dialog window, enter a Batch Name for identification purposes.
Use the Browse button to locate your Zip file.
Submit
Monitor progress of the Batch ID within the Search Results region of the page.
Step8 :- Review the Customer Records created
Navigator > Receivables > Billing
From Tasks List: Customer > Manage Customers
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