Creating data flows to ingest customer data

Updated on August 3, 2022

This content applies only to Pega Cloud environments

Create data flows to process the files from the source data sets to the destination data sets.

The goal of this procedure is to create the following rules with sample parameter values:

Rule type	Rule name	Apply to	Ruleset
Data flow	UPlusImportAccount	UPlusCDH-Data-Comms-Account	UPlusCDH-Rules:01-01-01
Data flow	UPlusImportSubscription	UPlusCDH-Data-Comms-Subscription	UPlusCDH-Rules:01-01-01
Data flow	UPlusImportHolding	UPlusCDH-Data-Comms-Holding	UPlusCDH-Rules:01-01-01

In the navigation pane of Dev Studio, click Records.
Expand the Data Model category, and then click Data Flow.
On the Data Flow tab, click Create.
On the New tab, configure the following parameters:
1. In the Label field, enter UPlusImportAccount.
2. In the Apply to field, enter the name of the applicable customer class, for example, UPlusCDH-Data-Comms-Account.
3. In the Add to ruleset fields, select UPlusCDH-Rules and 01-01-01.
Click Create and open.
Double-click the source shape in the diagram, and then configure the following parameters:
1. In the Source field, select Data set.
2. In the Data set field, enter the name of the appropriate data set that you configured earlier, which in this example was UPlusImportAccount.
Configuring the source data set
Double-click the destination shape in the diagram, and then configure the following parameters:
1. In the Destination field, select Data set.
2. In the Data set field, enter Account.
3. In the Save options field, select Insert new and overwrite existing records.
Configuring the destination data set
Click Save.
Configuring a data flow for data ingestion
Repeat steps 3 through 8 to create the other two data flows:
- UPlusImportSubscription
- UPlusImportHolding

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Visit the Support Center