一、导入客户主表（INSERT）
EXCEL模板
[Public] ConnectString=host="siebel://10.10.0.46:2321/HC_CRM/SMObjMgr_chs ConnectUserName=SADMIN ConnectPassword=Apex#0111 RepositoryName=Siebel Repository EXCEL_SHEET_NAME=Sheet1 HierarchyLevel=2 ProcessNum=10 [Object] BOName=Account BCName1=Account BCName2=CUT Address BCName3= [Field] ActiveField1=Assignment Area Code,Name,Alias,Bank Code,Main Phone Number,Main Fax Number,APEX Kemu,APEX Invocie Code,Main Email Address,Home Page,Alt Email Address Type,Alt Email Address,Rule Attribute 1,Currency Code,ADL Status,Account Region,Type,Current Profitability,Route,Current Volume,NR Sales Number,Reference Date,Hotel Flag,Employees,Organization Relationship,Partners ActiveField2=Country,State,City,Street Address,Postal Code ActiveField3= Field1=Assignment Area Code,SAP客户编码;Name,客户全称;Alias,客户简称;Bank Code,旧SAP客户编码;Main Phone Number,公司总机;Main Fax Number,传真;APEX Invocie Code,增值税登记号;Main Email Address,电子邮件地址;Home Page,公司主页;Alt Email Address,包装备注;Rule Attribute 1,地址号;ADL Status,客户状态;Type,客户类型;Current Profitability,行业;Route,主营业务;Current Volume,年营业额;NR Sales Number,耗材月均销售额;Reference Date,公司成立时间;Hotel Flag,是否为竞争对手;Employees,员工合计;Organization Relationship,客户销售渠道;Partners,第二个电话 Field2=City,市;Street Address,地址;Postal Code,邮政编码 Field3= [PickMapField] PickMapField1=Currency Code,APEX SAP Crurrency Code,货币;Account Region,Name,客户区域;APEX Kemu,Low,客户科目组;Alt Email Address Type,Low,客户条件组 PickMapField2=Country,Low,国家; PickMapField3= [MVGField] MVGField1= MVGField2= MVGField3= [KeyField] KeyField1=Assignment Area Code,SAP客户编码 KeyField2= KeyField3=
二、根据客户数据更新销售团队(记得选择UPDATE)
BC Account中的ID与EXCEL中的CRMID关联，更新团队信息, 模板如下：
[Public] ConnectString=host="siebel://10.10.0.46:2321/HC_CRM/SMObjMgr_chs ConnectUserName=SADMIN ConnectPassword=Apex#0111 RepositoryName=Siebel Repository EXCEL_SHEET_NAME=Sheet1 HierarchyLevel=1 ProcessNum=10 [Object] BOName=Account BCName1=Account BCName2= BCName3= [Field] ActiveField1=Id,Sales Rep ActiveField2= ActiveField3= Field1= Field2= Field3= [PickMapField] PickMapField1= PickMapField2= PickMapField3= [MVGField] MVGField1=Sales Rep,Y,N,Login Name,工号1;Sales Rep,Y,N,Login Name,工号2;Sales Rep,Y,N,Login Name,工号3;Sales Rep,Y,N,Login Name,工号4;Sales Rep,Y,N,Login Name,工号5;Sales Rep,Y,N,Login Name,工号6 MVGField2= MVGField3= [KeyField] KeyField1=Id,CRMID KeyField2= KeyField3=
三、根据客户数据更新合作品牌、组织（记得选择UPDATE）
[Public] ConnectString=host="siebel://10.10.0.46:2321/HC_CRM/SMObjMgr_chs ConnectUserName=SADMIN ConnectPassword=Apex#0111 RepositoryName=Siebel Repository EXCEL_SHEET_NAME=Sheet1 HierarchyLevel=1 ProcessNum=10 [Object] BOName=Account BCName1=Account BCName2= BCName3= [Field] ActiveField1=Id,NR Product Line,Organization ActiveField2= ActiveField3= Field1= Field2= Field3= [PickMapField] PickMapField1= PickMapField2= PickMapField3= [MVGField] MVGField1=NR Product Line,Y,N,Name,品牌1;NR Product Line,Y,N,Name,品牌2;NR Product Line,Y,N,Name,品牌3;NR Product Line,Y,N,Name,品牌4;NR Product Line,Y,N,Name,品牌5;NR Product Line,Y,N,Name,品牌6;NR Product Line,Y,N,Name,品牌7;NR Product Line,Y,N,Name,品牌8;NR Product Line,Y,N,Name,品牌9;NR Product Line,Y,N,Name,品牌10;NR Product Line,Y,N,Name,品牌11;NR Product Line,Y,N,Name,品牌12;NR Product Line,Y,N,Name,品牌13;NR Product Line,Y,N,Name,品牌14;NR Product Line,Y,N,Name,品牌15;NR Product Line,Y,N,Name,品牌16;NR Product Line,Y,N,Name,品牌17;NR Product Line,Y,N,Name,品牌18;NR Product Line,Y,N,Name,品牌19;NR Product Line,Y,N,Name,品牌20;Organization,Y,N,Name,所属组织;Organization,Y,N,Name,所属组织2 MVGField2= MVGField3= [KeyField] KeyField1=Id,CRMID KeyField2= KeyField3=
PS:若只更新组织，则模板如下
[Public] ConnectString=host="siebel://10.10.0.46:2321/HC_CRM/SMObjMgr_chs ConnectUserName=SADMIN ConnectPassword=Apex#0111 RepositoryName=Siebel Repository EXCEL_SHEET_NAME=Sheet1 HierarchyLevel=1 ProcessNum=10 [Object] BOName=Account BCName1=Account BCName2= BCName3= [Field] ActiveField1=Id,Organization ActiveField2= ActiveField3= Field1= Field2= Field3= [PickMapField] PickMapField1= PickMapField2= PickMapField3= [MVGField] MVGField1=Organization,Y,N,Name,所属组织;Organization,Y,N,Name,所属组织2 MVGField2= MVGField3= [KeyField] KeyField1=Id,CRMID KeyField2= KeyField3=