File Based Data Import Process in Fusion Financials

The File-Based Data Import (FBDI) process in Fusion Financials allows you to import data into your Oracle Fusion Applications using Excel templates and data files. Here are the general steps to perform a File-Based Data Import in Fusion Financials:

1. Prepare Your Data:

   • Organize your data in Excel files or CSV (Comma-Separated Values) files, following the provided FBDI templates.
   • Ensure that your data is accurate and complete, and that it adheres to any data validation rules specific to your Fusion Financials implementation.

2. Access the Import Process:

   • Log in to your Fusion Financials instance.
   • Navigate to the relevant module where you want to perform the data import. Different modules may have different import processes.
   • Locate and access the File-Based Data Import process for that module.

3. Select Data File and Template:

   • Upload the Excel or CSV data file that you prepared.
   • Select the appropriate import template provided by Fusion Financials for the specific data object you are importing. These templates define the required format and columns for your data.

4. Map Data Columns:

   • Map the columns in your data file to the corresponding columns in the import template. This step aligns the data correctly with the Fusion Financials database structure.

5. Initiate Data Import:

   • Submit the import job, which will validate and process the data based on the import template and mapping you provided.
   • The system will check for any data errors, duplicates, or discrepancies.

6. Review and Correct Errors:

   • After the import job is processed, review the import results. The system will provide feedback on successful imports and any errors encountered.
   • Correct any errors in your data file and resubmit the import job as needed.

7. Monitor the Import Job:

   • Track the status of the import job through the Fusion Financials interface. You can check for successful completion or any issues that require attention.

8. Post-Import Actions:

   • Depending on the specific data object you imported, you may need to perform additional actions, such as data validation, approvals, or reconciliation.

9. Verify Data:

   • After the import is successful and any post-import actions are completed, verify that the imported data is accurate and consistent with your requirements.

10. Audit and Documentation:

    • Keep records of the data imports for auditing purposes. Document the import process and any custom validation rules or procedures used