Legal Entity Target Import Objects

The Legal Entity import object imports legal entity information and its contacts. The Legal Entity import object is split into separate target import objects for organizing the individual attributes of the legal entity and its contact.

The target import objects in the Legal Entity import object are grouped into information about the legal entity and the contact. The organization profile is the target import object containing attributes to import information about the legal entity. You can have multiple contacts associated with a legal entity. There are multiple target import objects that include attributes to import contacts and their related information.

When updating an existing legal entity with more information, you must provide the parent reference information for the existing legal entity. When importing contacts or contact information for a legal entity, you must provide relationship reference information in addition to the parent reference. This information is required because a contact can have multiple relationships with the legal entity. When importing information about a contact, you must refer to the specific relationship you want to import information for. For example, you might want to import information about John Smith the employee or John Smith the board member. If you do not include the reference information for a contact relationship, then the import process creates a relationship.

To update the information for an existing legal entity or to create a legal entity, you can import legal entity profile information, addresses, and contact points, such as phone and fax. The following target import objects are for creating and updating the corresponding legal entity information: OrganizationProfile, PrimaryAddress, PrimaryPhone, Url, Fax, Classification, AdditionalName, and ContactPersonProfile.

To update or create a contact, use the following target import objects: ContactPersonProfile, ContactJob,

ContactPrimaryAddress, ContactEmail, ContactPrimaryPhone, ContactMobile, ContactInstantMessenger, and ContactFax. All contact-related entities, such as primary phone or e-mail, include a child entity that captures the contact preference. For example, the Primary Phone Contact Preference entity captures the contact preference of the legal entity for the contact method primary phone.

Target Import Objects Attributes

You must compare the attributes that you want to import with the target object attributes that are available and with their valid values. To evaluate your source data and Oracle Sales Cloud attributes for mapping and validation, you use an Oracle Enterprise Repository reference guide, which is available for each target import object. The reference files contain

descriptions, logic used for default values, and validation information for each of the attributes. Review the validation for each attribute to determine whether there are functional prerequisites or prerequisite setup tasks that are required.

To import your source file data, you define a mapping between your source file data and the combination of the target object and target object attribute. You can predefine and manage import mappings using the Manage File Import Mappings task, or you can define the mapping when you define the import activity using Manage File Import Activities task. Both tasks are available in the Setup and Maintenance work area.

Note

If any of the attributes you want to import do not have an equivalent target object attribute, then review the Composer extensibility features for the object.

Reference Files for Target Import Object Attributes

To access the reference guide files for the legal entity target import objects, see the assets of type File-Based Data Import in Oracle Enterprise Repository (http://fusionappsoer.oracle.com).

The following table lists the reference guide files that are available from the Details tab for the Legal Entity Import asset.

Target Import Object Description Attribute Reference File Name of Oracle Enterprise Repository

OrganizationProfile

Detailed legal entity information,such as, organization name and organization type.

HZ_ IMP_ PARTIES_ T_Reference

PrimaryPhone

Primary phone number of the legalentity. If the legal entity has multiple phone numbers, one of the phone numbers is designated as the primary phone number.

HZ_ IMP_ CONTACTPTS_ T_Reference

Fax

Fax of the legal entity. HZ_ IMP_ CONTACTPTS_T_Reference

Url

Url of the legal entity. HZ_ IMP_ CONTACTPTS_T_Reference

AdditionalName

Alternative name of a legal entity. HZ_ IMP_ ADDTNLPARTYNAMES_T_Reference

Classification

Classification information for alegal entity. Classification allows you to categorize entities such as parties, projects, tasks, and orders as hierarchies. HZ_ IMP_ CLASSIFICS_ T_Reference PrimaryAddress

Target Import Object Description Attribute Reference File Name of Oracle Enterprise Repository

one of the addresses is designated as the primary address.

ContactPersonProfile (See note below.)

Detailed information of a legal entity contact, such as, person name, relationship type, and marital status.

HZ_ IMP_ RELSHIPS_ T_Reference

ContactEmail

Email of the legal entity contact. HZ_ IMP_ CONTACTPTS_T_Reference

ContactFax

Fax of the legal entity contact. HZ_ IMP_ CONTACTPTS_T_Reference

ContactInstantMessenger

Instant messenger or socialnetworking information of a legal entity contact. HZ_ IMP_ CONTACTPTS_ T_Reference ContactJob

Job information of a legal entitycontact.

HZ_ IMP_ CONTACTS_ T_Reference

ContactMobile

Mobile number of a legal entity'scontact.

HZ_ IMP_ CONTACTPTS_ T_Reference

ContactPrimaryAddress

Primary address of a legal entitycontact. If the contact has multiple addresses, one of the addresses is designated as the primary address.

HZ_ IMP_ PARTYSITES_ T_Reference

ContactPrimaryPhone

Primary phone number of the legalentity contact. If the legal entity has multiple phone numbers, one of the phone numbers is designated as the primary phone number.

HZ_ IMP_ CONTACTPTS_ T_Reference

ContactAdditionalName

Alternative name of a legal entitycontact.

HZ_ IMP_ ADDTNLPARTYNAMES_ T_Reference

PrimaryPhoneContactPreference

The legal entity's preference aboutbeing contacted through phone.