Manage customer master data in Oracle Fusion

Oracle Fusion Customer Excel Template

10x Faster
99% Accurate
Zero Coding

Customer data is at the heart of every enterprise’s financial and operational ecosystem. Whether you’re onboarding new clients, updating account details, or maintaining hierarchies, Simplified Loader’s Oracle Fusion Customer Excel Template makes managing customer information effortless, secure, and precise.

Built for business users, it eliminates the complexity of manual data entry and technical upload tools — ensuring that your customer master data remains accurate, consistent, and audit-ready.

Trusted by distinguished enterprises
⭐ 4.9/5 Rating 🔒 Enterprise-Grade Security

Why Customer Data Management Matters

Organizations rely on customer master data for billing, reporting, analytics, and compliance. Yet, managing this data manually introduces challenges such as:

  • Duplicate or incomplete customer profiles.
  • Inconsistent account hierarchies.
  • Time-consuming onboarding processes.
  • Risk of human errors during mass uploads.

Simplified Loader empowers teams to maintain a single source of truth — efficiently and reliably.

Designed for Business Users, Not Just Consultants

Accelerate customer data management. Add or update customer accounts, sites, and profiles from Excel with built-in Oracle validations, ensuring data integrity and faster onboarding for every client.

Contract dashboard visualization

Core Capabilities

Powerful tools designed for Customer Data management

Create, Update, Delete & Download (CRUD)

Create, update, delete, or download customer data directly from Excel.

Built-in Lookups

Built-in lookups for customer type, account, site, and country details.

Real-time feedback

Real-time feedback on data upload and validation results.

Unlimited Transaction

Unlimited transaction support for enterprise-scale operations.

Customizable layouts

Customizable layouts that align with your organization’s processes.

Business Impact at a Glance

Transform your invoice management process

Accelerated onboarding

Reduce setup time from hours to minutes.

Data accuracy

Built-in validation eliminates duplication or errors.

Compliance assurance

Keep records aligned with corporate and legal standards.

Efficiency

Enable decentralized data maintenance without losing control.

User adoption

Familiar Excel interface drives faster learning.

Simplified Loader vs. Traditional Upload Tools

This makes Simplified Loader the #1 choice in the world for user experience and security.

Oracle FBDI / ADFdi

  • Technical expertise required
  • Limited templates available
  • Not available for all processes
  • Delayed error feedback

Simplified Loader

  • Business-friendly interface
  • Covers process gaps
  • Real-time feedback
  • Enterprise-grade security

Real-World Use Cases

Proven solutions for common enterprise scenarios

Bulk Customer Creation

Add new customers from CRM or legacy systems.

Third-Party System Integration

Capture data in Excel, map it to Oracle fields, and upload Invoice in minutes.

M&A Integration

Consolidate customer data from multiple entities.

Segmentation

Tag customers by region or credit limit for reporting.

How It Works

Get started in just 3 simple steps

1

Download Template

Access from the Simplified Loader portal.

2

Prepare Data in Excel

Apply filters, formulas, and validations.

3

Upload & Validate

Push Invoices into Oracle Fusion with instant feedback.

Why Choose Simplified Loader?

Enterprise-grade features that set us apart

Proven Track Record Since 2017 – trusted by global enterprises.

Security First – Single Sign-On, MFA, HTTPS, TLS 1.2 encryption.

Unlimited Transactions – scale without limits.

Quarterly Updates – aligned with Oracle Fusion releases.

Dedicated Support – UK & India support teams, extensive guides, videos, and AI-based support.

Who Benefits Most

Built for teams across your organization

Customer Data Teams

Streamlined customer creation and updates.

Sales Operations

Consistent customer master data for quoting and billing.

Finance Teams

Accurate customer balances for AR reporting.

Compliance Officers

Single source of truth for KYC and tax data.

Implementation Timeline

Get started in days, not months

Day 1

Download and configure Excel template

Quick setup with pre-configured fields

Day 2–5

Test new customer entries and validate existing data

Validate data with test environment

Day 6+

Go live with real customer creation and updates in Oracle Fusion.

Start managing real customers

Security and Control

Simplified Loader ensures enterprise-grade protection for sensitive customer data:

Security illustration
  • Digitally signed templates for authenticity.

  • Encrypted transmission (TLS 1.2 / 128-bit).

  • Single Sign-On (SSO) and Multi-Factor Authentication (MFA) compatibility.

  • No external data storage — transactions go directly from Excel to Oracle Fusion APIs.

Global Support Framework

We're with you every step of the way

  • Dedicated portal for downloads, incident tracking, and assistance.

  • Comprehensive user guides and video tutorials.

  • 24/7 support through teams in the UK, India, and UAE.

  • AI-driven chat assistance integrated for instant help.

Support team

Frequently Asked Questions

Everything you need to know about Simplified Loader

Yes, it supports both — you can manage relationships, addresses, and accounts in one template.

Absolutely. Transactions are encrypted and fully secured with digital signing.

Not at all. Business users can operate independently once configured.

Yes. It works seamlessly with Receivables and Payables templates for holistic data management.

Yes. Our templates evolve alongside Oracle’s quarterly releases.

Get Started with Simplified Loader

Streamline your Oracle Fusion customer data operations with the world’s most secure and user-friendly Excel interface. Simplified Loader’s Customer Template gives your organization the control, visibility, and agility it needs to manage master data effectively — without relying on IT teams or complex integrations.