How to bulk upload records to custom object created in application composer using Import Management

Introduction

This blog is a continuation of my earlier post How to create Custom Object  on creating custom objects using Application Composer. In this post, I walk through how you can quickly integrate or bulk create or bulk update data using spreadsheet without writing any code. This approach makes it easy to extend Oracle Fusion Applications to store additional business data and deliver meaningful reports directly within the Cloud application.

Create bulk upload to custom object through Spreadsheet

1.      Navigate to Tools -> Import Management.

1.1.        Click on the Navigator button (the three horizontal lines) in the top left corner.

1.2.       Go to the tool option, and expand it.

1.3.       Click on import management.

1.4.      You will see import object option left side of application, Click on import Object.

1.5.       Search with display name as Asset Funding source, this the name of the custom object that we created in application composer using sandbox.

1.6.      Click on download option

 

2.     Downloaded excel sheet in your local device

2.1.       Once you have downloaded it, you will see two files within the downloaded zip file.

2.2.     Read the readme.txt and follow to delete the second row and keep the first row.

2.3.     Open the csv file.

3.     Create the rows in csv, keep the first row as header.

3.1.       Fill the data in each filed or enter data in field which you want to import

3.2.     Note: You need to keep the Record Number blank as this field is system generated and to be used only while updating records and not while creating records.

3.3.     After that save the excel sheet.

4.     Navigate to Import Management

4.1.      Click on the Navigator button (the three horizontal lines) in the top left corner.

4.2.     Go to tool option expand it.

4.3.     Click on import management.

4.4.    You will be landing import Queue page

4.5.     Click on Create Import Activity

5.     Enter required information to upload

5.1.       Enter Summary information

·         Name

·         Description (Optional)

·         Object name as Asset Funding Source ( custom object name created in Application composer)

·         Upload file in File name.

          5.2 After that Click Next button

6.     Select, Import Mapping

6.1 Select “Automatic Mapping” in import mapping set and Click on Apply

6.2 After Click on Next

 

7.     Review the information

            7.1 Check all information is correct or not and no error or warning.

            7.2 After that Click on Submit.

8.     Check the process status

8.1. 

8.2. 

Update records in custom object through Spreadsheet upload.

1.      Navigate Import Management

1.1       Click on the Navigator button (the three horizontal lines) in the top left corner.

1.2     Go to tool option and expand it.

1.3     Click on import management.

 

2         You will see import object option left side of application, Click on import Object.

3         Search with display name as Asset Funding source (Custom Object created using application composer in sandbox)

4        Click on download option

 

 

2.     Downloaded template in your local device

a.       Once you have downloaded it, you will see two files when in zip file.

b.       Read the readme.txt

c.        Open the csv template file.

 

3.     Enter Information in the excel sheet

3.1     Fill in the new data in each field to update the records

3.2    Note: Record Number is mandatory to be provided to update records

3.3    After that save the csv/Excel sheet

 

 

4        Navigate to Upload data in Asset Funding source

4.1     Click on the Navigator button (the three horizontal lines) in the top left corner.

4.2    Go to tool option and expand it.

4.3    Click on import management.

 

4.4   You will be landing on import Queue page

4.5    Click on Create Import Activity

 

 

5      Enter required information to upload

5.1     Enter Summary information

·         Name

·         Description (Optional)

·         Object name as Asset Funding Source

·         Upload File in File name.

                  5.2 After that Click Next

 

6      Select Import Mapping

6.1 Select “Automatic Mapping” in import mapping set and Click on Apply

6.2 Click on Next

 

7      Review the information

            7.1 Check all information is correct or not

            7.2 After that Click on Submit.

 

8      Check the process status

Note: The only difference between creating new record vs updating the records is that while updating the record you would be providing the record number value in the csv file to be uploaded.