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In my previous article, I discussed about Defining Geographies for HCM in Oracle Fusion. To recap, you have two options to enter the geography data into the application. Depends on the complexity and volume of data, you can either enter it manually using the interface or you can import the data from the file using File-Based Import Process. If there is a large volume of geographic data, then importing the data is the most efficient way of creating your geographies. In the previous article I covered the topic of how to create geography manually using the interface. This article covers the topic of Defining Geographies by importing the data from the file using File Based Import Process.
File-Based Import Process Overview:
1. You prepare a delimited-text (.csv) file
2. You create an import activity, which walks you through a series of four steps.
3. In the Setup step, you enter information about your file.
4. In the Map Fields step, you map the columns in your file to the attributes in the interface tables.
5. In the Schedule Import step, you specify if you want the activity to run immediately or at a time you specify.
6. In the Review and Activate step, you click Activate to run the activity at the scheduled time.
7. Monitor the status of your import activity. If the activity completes with errors, then you must correct your data, the attribute mapping, or both and run the process again. When the import activity completes with no errors, your data is loaded automatically from the interface tables to the application tables.
Let’s see how to import the Geography Structure for a Country
The country structure (.csv) file must contain the following columns. The names in bold are the attribute names used in the application.

CountryCode: A two-letter code identifying the country. You can view available country codes (Territory Codes) using the Manage Territories task in the Setup and Maintenance or Manage Geographies work areas. 

LevelNumber: The level of your geography type in the hierarchy. This is a digit, with 1 indicating the top of the hierarchy.
GeographyType: Geography type.

Here is an example of a country structure for the country - Philippines (PH) :

Note: Neither the header row names nor the data can include any spaces, but you can use underscores.

 

 

1. Start by navigating to the Setup and Maintenance work area. Search for the Manage File Import Activities task by name in the All Tasks tab. Click in the Name field.
2. In the Name field, enter "Manage%import%".
3. Click the Search button.
4. Go to the Manage File Import Activities task. Click the Go to Task button.
5. On the Manage Import Activities page, create a new activity. Click the Create button.
6. In the Create Import Activity: Set Up page, enter information about your import activity. Start by entering a name starting with the two-letter code of your country. Enter the desired information into the * Name field. Enter "PH geography structure".
7. Select the Object that you are importing: Country Structure. Click the Object list.
8. Click the Country Structure list item.
9. Now enter information about the source file in the Source File region. Your file includes a header. Click the Header row included option.
10. In Upload From field, specify the location of your file. Click the Desktop option.
11. Select the file by using the File Name field. Click the Browse button.
12. In the Choose File dialog box, select the version of the country.csv file that you saved. Click the Open button.
13. Click the Next button.
14. In the Create Import Activity: Map Fields page, map the fields in your import file.
15. For CountryCode, select the Target Object. Click the Search link.
16. Click the ImpGeoStructureLevel object.
17. Now select the Target Attribute. Click the Search link.
18. Click the CountryCode object.
19. Now enter the mapping for the LevelNumber file attribute in the same way. Enter the Target Object first by clicking Search. Click the ImpGeoStructureLevel object.
20. Enter the Target Attribute. Click the Search link.
21. Click the LevelNumber object.
22. Now enter mapping for the GeographyType attribute. Enter the target object first. Click the Search link.
23. Click the ImpGeoStructureLevel object.
24. Now enter the Target Attribute. Click Search. Click the GeographyType object.

25. Click the Next button.
26. Do not enter any data on the Create Import Activity: Create Schedule page because you want the activity to run immediately. Click the Next button.
27. The Create Import Activity: Review and Activate page appears. Click the Activate button.
28. When the activity completes with the status of Completed, you have successfully imported your country structure

 

Steps for Importing the Geography Hierarchy

RecordTypeCode: Determines how the data in this row is imported. The valid values are 0, 1, and 2. A value of 0 indicates geography already exists in the base table. A value of 1 indicates the intent to create a new geography. A value of 2 indicates your intention to add an alternate name or code to an existing geography.
PrimaryGeographyName: The name of the geography itself.
CountryCode: A two-letter code identifying the country. You can view available country using the Manage Territories or the Manage Geographies task in the Setup and Maintenance work area.
LevelNumber: Geography level. This is a single digit indicating the level in the structure you set up.
SourceId: An ID number for that geography.
ParentSourceID: The ID number of the parent geography. Note: The Source ID and the Parent SourceID are not imported but are used by the import process to determine the structure of the data in the file.
LanguageCode: Country language code. This is an optional field. You can view the valid language codes from the Manage Languages task in the Setup and Maintenance work area

Here is a example of geography hierarchy data file for the country The Philippines (PH)

1. Start by navigating to the Setup and Maintenance work area. Search for the Manage File Import Activities task by name in the All Tasks tab. Click in the Name field.
2. Enter the desired information into the Name field. Enter "Manage File Import%".
3. Click the Search button.
4. Find the Manage File Import Activities task in the Search Results region. Click the Go to Task button.
5. On the Manage Import Activities page, create an import activity. Click the Create button.
6. In the Create Import Activity: Set Up page, enter information about your import activity. Start by entering a name starting with the two-letter code of your country, for example, PH. Click in the * Name field.
7. Enter the desired information into the * Name field. Enter "PH Geography Hierarchy".
8. Select the Object that you are importing: Geography. Click the Object list.
9. Click the Geography list item. 
10. Now enter information about the file you want to upload in the Source File region. In Upload From field, specify the location of your file.
Click the Desktop option.
11. Select the file by using the File Name field. Click the Browse... button.
12. In the Choose File dialog box, select your geography import file.
13. Click the Open button.
14. Your file includes a header. Click the Header row included option.
15. Click the Next button.


16. In the Create Import Activity: Map Fields page, map the fields in your import file. Enter the Target Object for the RecordTypeCode. Click the down arrow next to the Object field.
17. Click the ImpGeography object.
18. Click the down arrow next to the Attribute field.
19. Scroll to find the RecordTypeCode attribute. Click the scrollbar.
20. Click the RecordTypeCode list item.
21. Now enter the mapping for the PrimaryGeographyName row. Click the down arrow next to the Object field.
22. Click the ImpGeography object.
23. Click the down arrow next to the Attribute field.
24. Click the PrimaryGeographyName object.
25. Now map the CountryCode attribute. Click the down arrow next to the Object field. 26. Click the ImpGeography object.
27. Use the down arrow next to the Attribute field to enter the mapping. Click the CountryCode object.
28. Now map the LevelNumber attribute. Click the down arrow next to the Object field.
29. Click the ImpGeography object.
30. Now use the down button next to the Attribute field to make your selection. Click the LevelNumber list item.
31. Now map the LevelNumber attribute. Click the down arrow next to the Object field. 32. Click an entry in the ImpGeography column.
33. Now enter or search for the attribute. Click the down arrow next to the Attribute field.
34. Click the SourceId list item.
35. Now map the ParentSourceId attribute. Click the down arrow next to the Object field.
36. Click the ImpGeography object.
37. Now enter the target attribute. Click the down arrow next to the Attribute field.
38. Click the ParentSourceId object.
39. Finally, map the LanguageCode attribute, and select the ImpGeography list item. Click the down arrow next to the Object field.
40. Now enter the attribute. Click the down arrow next to the Attribute field.
41. Click the LanguageCode list item.
42. Your mapping is complete. Click the Next button.

43. There is nothing to enter on the Create Import Activity: Create Schedule page because you want the activity to run immediately. Click the Next button.
44. In the Create Import Activity: Review and Activate page, activate to run the import. Click the Activate button.
45. When the activity completes with the status of Completed, you have successfully imported your country geography data.

Setting Up Validation for the Country You Imported
1. Begin by navigating to the All Tasks tab in the Overview page of the Setup and Maintenance work area. Search for the Manage Geographies task by using the Name field. Enter the desired information into the Name field. Enter "Manage Geograph%".
2. Click the Search button.
3. Locate the Manage Geographies task in the Search Results. Click the Go to Task button.
4. Search for the country that you imported either by name or by its two-letter code. Click in the Code field.
5. Enter the desired information into the Code field. Enter "<two letter code>".
6. Click the Search button.
7. Locate the Validation Defined column for your country in the Search Results region. Click the Go to Task button.
8. Select the Enable List of Values and Geography Validation options for all three geography types that you imported: - State - City - Postal Code For the State: Click the Enable List of Values option.
9. Click the Geography Validation option.
10. For City: Click the Enable List of Values option.
11. Click the Geography Validation option.
12. For Postal Code: Click the Enable List of Values option.
13. Click the Geography Validation option.

14. Now save the validation settings. Click the Save and Close button.
15. Click the Done button.

 


Jayashree Prakash

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About the Author

Jayashree Prakash

Jayashree Prakash

Jayashree is a Oracle Fusion HCM certified consultant who has over fifteen years' experience with Oracle. She has worked as a consultant with several of Alberta's energy companies. She lives in Edmonton and her interests include staying active in the warmer months and vacationing in the Caribbean in the winter

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