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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
How To Upload Customers Through Spread Sheet in Oracle Fusion
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
How To Upload Customers Through Spread Sheet in Oracle Fusion
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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