How to Import/Load Organization/Third Parties Data in Oracle Fusion Using Import Management (CSV Template + Steps)

 

How to Import Organization Data in Oracle Fusion Using Import Management

Oracle Fusion applications provide Import Management to create or update business objects like Organization (Party).
This method is widely used in CX Sales, Fusion Service, and Trading Community Architecture (TCA).

In this blog, you will learn:

✅ How Organization import works

✅Load Third Parties in Oracle Fusion.

✅ Required attributes and validations
✅ How to prepare the CSV template
✅ How to create and submit import activity
✅ How to review import results
✅ Best practices to avoid duplicate data

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🔥 What is Organization Import in Oracle Fusion?

Organization records represent party type = Organization in TCA.

Using Import Management you can:

• Create new organizations

• Update existing organizations

• Load data from external systems using SourceSystem mapping

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✅ High-Level Steps (Process Flow)

1. Map source attributes → Oracle target attributes

2. Create CSV file using template

3. Create Import Activity

4. Validate and submit

5. Review import results

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Step 1: Before You Start (Prerequisites)

Before importing Organization records, verify:

✅ 1. Parent records exist

If you’re importing child objects (like addresses), ensure parent Organization exists first.

✅ 2. Source System is configured

Navigate to:
Setup and Maintenance → Manage Trading Community Source System

You must know:

• SourceSystem

• SourceSystemReferenceValue

✅ 3. Identify unique record key

To avoid duplicates, decide how you will identify records.

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Step 2: Choose Unique Identifier (Most Important)

All Organization records must be unique in Oracle Fusion.

You can identify organizations using either:

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Option A: PartyNumber (Public Unique Identifier)

Use this when:

• Organization already exists

• You want to update the record

PartyNumber is visible in UI.

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Option B: SourceSystem + SourceSystemReferenceValue

Use this when:

• You are creating new organizations

• You are loading from external system

• You want consistent integration keys

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Step 3: Required Attributes for Organization Import

To successfully create an organization record, your CSV must include at least:

✅ Mandatory for Creating Organization

• OrganizationName

• PartyUsageCode

• SourceSystem (conditional)

• SourceSystemReferenceValue (conditional)

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⭐ Key Required Fields Explained

1) OrganizationName (Required)

The name of the Organization party.

Example:

ABC Technologies Pvt Ltd

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2) PartyUsageCode (Required)

This defines how the party is used.

Examples (depends on your setup):

• CUSTOMER

• PROSPECT

• SUPPLIER (if enabled)

• PARTNER

📌 Must exist as active value in:
HZ_PARTY_USAGES_B

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3) SourceSystem & SourceSystemReferenceValue (Conditional)

Required if you are not using PartyNumber.

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Step 4: Download Organization CSV Template

To download the template:

Navigate to:
Navigator → Tools → Import Management → Import Objects

Steps:

1. Search for Organization

2. Click Download

3. Edit the file in Excel or Notepad++

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⚠️ Important Excel Tip

Sometimes Excel changes formatting (especially for large numbers).

Best practice:
✅ Use Notepad++ or Google Sheets for final save.

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Step 5: Sample Organization CSV (Create)

Example format (basic):

OrganizationName,PartyUsageCode,SourceSystem,SourceSystemReferenceValue,ThirdPartyFlag
ABC Technologies Pvt Ltd,CUSTOMER,LEGACY,ORG_1001,Y

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Step 6: Create Import Activity

Navigate:
Navigator → Tools → Import Management → Import Queue

Steps:

1. Click Create Import Activity

2. Enter Import Options:

   • Name: Organization_Import_01

   • Object: Organization

3. Upload CSV file

4. Click Next

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Step 7: Map Fields and Validate

In the Map Fields screen:

• Oracle auto-maps most fields

• Review mappings carefully

• Fix unmapped columns

Then click:

✅ Validate Data

This checks:

• missing required fields

• wrong formats

• invalid values

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Step 8: Submit Import Activity

On Review & Submit page:

Click:

✅ Submit

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Step 9: Review Import Results

Go to:

Navigator → Tools → Import Management → Import Queue → All Imports

Search your import name.

Status meanings:

• Completed = Success

• Completed with errors = Partial success

• Unsuccessful = Failed

Click the import to open:
Import Status page

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⭐ Best Practices (Must Follow)

✅ Avoid Duplicate Organizations

Use one unique identifier consistently:

• PartyNumber OR

• SourceSystem + SourceSystemReferenceValue

Do not mix randomly.

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✅ Load in Correct Order

1. Organization

2. Organization Address

3. Organization Contacts

4. Child objects

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✅ Use consistent PartyUsageCode

If PartyUsageCode is wrong/inactive → import fails.

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🔥 Common Errors & Fixes

❌ Error: PartyUsageCode invalid

✅ Fix:

• Validate the code exists in HZ_PARTY_USAGES_B

• Ensure it is active

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❌ Error: Duplicate record found

✅ Fix:

• Use correct PartyNumber

• Or use correct SourceSystemReferenceValue

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❌ Error: Source system not found

✅ Fix:

• Configure source system in Setup and Maintenance

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🔗 Internal Links 

• Oracle HCM HDL Templates (Worker, Assignment, Supervisor)

• Changes Only HCM Extracts Complete Guide

• Oracle Fusion HCM Technical Interview Questions

• Sample HDL Template for Benefit Enrollments

• Oracle eText Teamplate BIP Report.

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⭐ FAQs

Q1. What is Import Management in Oracle Fusion?

Import Management is a tool to create or update Oracle Fusion business objects using CSV files.

Q2. Which object is used to import Organization data?

You must select Organization object in Import Management.

Q3. What is the unique identifier for Organization import?

You can use:

• PartyNumber
  OR

• SourceSystem + SourceSystemReferenceValue

Q4. Is OrganizationName mandatory for import?

Yes, OrganizationName is mandatory when creating a new organization.

Q5. Where can I check import status in Oracle Fusion?

Go to:
Navigator → Tools → Import Management → Import Queue → All Imports