OCM - Project Importer

Oracle Marketing Cloud - Compendium

📘

Subscription Required

The Oracle Content Marketing - Project Importer app is a premium app and requires a subscription. To see subscription options or to start a trial, visit our AppCloud. If you don't have an AppCloud account, you'll need to create one first...but no worries, this app may require a subscription but you can create an AppCloud account for free!

App Overview

With the Oracle Content Marketing - Project Importer app, bulk import Compendium projects. With the app, you can:

  • Use the Helper Tools to quickly inventory your Oracle Content Marketing (OCM) instance
  • Bulk create or update OCM projects

Create or Update Projects

To create new or update existing OCM projects, click New Import. Give your import a name or description and select your OCM credentials. If you haven't added a credential, you can click "Add Credential".

882

Click or drag your import file onto the dropzone area. you will see a preview of your file. Your file must be a CSV or TXT format, comma delimited, and contain a header row.

1742

Click Continue.

To map fields of your import file to create/update Oracle Content Marketing (OCM) users, simply click the +Add Field button to add a new field to be imported from the import file and map it to the desired OCM field. If you map the Oracle Content Marketing User ID field and there is a value, the existing user will be updated. If there is no value, a new user will be created. To remove a field, simply click the trashcan () icon.

To create a new project, at a minimum, you must include the project name field in your mapping. Available import fields include:

  • All Business Units - allowed values are True and False (case insensitive)
  • Business Unit IDs - one or more business unit IDs are allowed and should be entered comma separated
  • Color - hex ID for the desired project color
  • Description - a description of the project
  • Start Date - project start date with YYYY-MM-DD HH:MM:SS TZD (for example 2018-01-01 00:00:00 +00:00)
  • End Date - project end date with YYYY-MM-DD HH:MM:SS TZD (for example 2018-01-01 00:00:00 +00:00)
  • Name - project name
  • ID - project ID
  • Parent ID - project's Parent ID (if applicable)
  • Show On Calendar - allowed values are True and False (case insensitive)

Click Continue.

Optionally, you can receive an email notification for a successful import or if the import fails. Click Continue.

Once you have reviewed your export settings, click Import File to execute your export.