Oracle Application's Blog: How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion: Customer Banking Information Update in Oracle cloud from Interface

In this post , We will be discuss about How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion. We often need an Requirement to mass update or upload the Customer banking Information's in Oracle fusion. If we have an large volume of records then to update customer information manual through application is a very time consuming activity and will take lot of effort too. So for this We have option in Oracle fusion application through which we can mass upload/update customer banking information's through FBDI Interface. This helps to mass update customer banking details in Oracle fusion. Oracle Fusion has given us the FBDI tool with the help of this we can update mass customer bank information's in Oracle cloud. Here below is the details about How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion.

Step by Step to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion.

Step1:- Go to Oracle Repository to Download FBDI Data Templates

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step2:- Download the Customer Data Template as below.

Step3:- Go to Oracle Fusion responsibility and go to Data Import Roles.

Step4:- Now click on 'Create Data Import Batch ' as below

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step5:- Enter the Batch Details as below.

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step 6:- When you will save the Data Import batch then it will create Batch Id as below.

You have to copy this Batch id and put this Batch id Customer Data Template for All Records.

By that way this batch will identify the records to be imported through Data Template.

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step7:- Now Copy that Batch id as above in the Customer Data Template Column '*Batch Identifier' in every sheet of this Customer Template downloaded from Step2 like below.

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step 8:- If you want to Mass Upload the Customer DFF Information's for Existing customers then We need to take care few things as below.

In this case I am going to Mass Update the Customer Sites Banking Information in Oracle Fusion

Point 1:- There are multiple Sheets in Customer Import Template but for Banking informations Update in Existing Customers then we need take these below sheets.

Point 2:- First sheet we need to take care is 'HZ_IMP_PARTIES_T'. The Second Sheet we need to take care 'HZ_IMP_ACCOUNTS_T' , Third Sheet HZ_IMP_ACCTSITES_T and the Last sheet(RA_CUSTOMER_BANKS_INT_ALL) , which we need to take care is that sheet which will be used to update the Required customer banking Information's in Oracle cloud.

One Another Important Point while during Update of Existing Customers , We need to Put "Null" in the Column '*Insert Update Indicator' for both ''HZ_IMP_PARTIES_T' , 'HZ_IMP_ACCOUNTS_T' & 'HZ_IMP_ACCTSITES_T' sheets.

But that sheet in which we have the Update information for customers in that sheet we need to use '*Insert Update Indicator' column 'U' as per our Requirement.

As below I Will use '*Insert Update Indicator' column 'U' because I am uploading the Customer Banking informations for Exiting Customer sites (RA_CUSTOMER_BANKS_INT_ALL).

For Example in my case , 'HZ_IMP_PARTIES_T' , 'HZ_IMP_ACCOUNTS_T' & 'HZ_IMP_ACCTSITES_T' are must and then I have to Update Customer Sites Banking informations then we need to use 'RA_CUSTOMER_BANKS_INT_ALL'

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step 8:- Now click the ZIP file as below.

Step9:- This is the ZIP File Created.

Step10:- Go to Oracle Fusion and go to Navigator and Click on File Import and Export as below

Step11:- Now Upload Customer Import Zip file as below and select the UCM account.

Step12:- Now Again go back to Navigator and click on Scheduled Processes.

Step13:- Select Load Interface File for Import ESS job as below.

Step14:- Enter the Parameters for Load Interface File for Import as below

Import process :- Import Trading Community Data.

Step15:- Now Again back to Data Import Role as below

How to Mass Upload/Update Customer Banking Information's Through FBDI In Oracle Fusion

Step16 :- Now Select that Data Import Batch which you have created Initially in First Part of this Post.
and Then Click on Actions and Select Import as below.

Step17:- This is last step of the Customer Data Import when you will click on Import action as above then after that either you can run this data import as a preview mode to see all the errors and make it correct or you can directly import that data by skipping preview option.