File based data import for oracle financials cloud guide: How To Upload Customers Through Spread Sheet in Oracle Fusion

File based data import for oracle financials cloud guide: How To Upload Customers Through Spread Sheet in Oracle Fusion

 

Hi Friends , in this post we will discuss about how we can upload customers in Fusion through Spread Sheet. I have already shared customer import through Oracle Fusion File Baes Import but this is some thing different from FBDI.

 

 

Step1:-
Navigate to the Manage Customer Upload page
Navigator >  Receivables > Billing

 

 

 

 

 

Step2:- From Tasks List: Customer > Upload Customers from Spreadsheet

 

Step3:- Download Customers Spreadsheet Template

 Manage Customer Uploads Page appears
Click on 'Download Customer Spreadsheet Template'

 

 

 

Step4:- Enter the Customer Information  in the Template
- The spreadsheet template is composed of four worksheets: Customers, Contacts, Reference  Accounts and Customer Bank Accounts, where you can 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

 

Step5:- Generate the CSV Zip File

Once the data maintained in 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 in the Search Results region of the page.

 

Step8 :- Review  the Customer Records created

Navigator >  Receivables > Billing
From Tasks List: Customer > Manage Customers

 

 

 

Oracle Fusion File Based Import : How To Upload Customers Through Spread Sheet in Oracle Fusion