Pega Foundation for Financial Services serves as the template for the system of record of customer data, and Pega Sales Automation for Financial Services is the system of record for prospect data.

Use your database management software to populate cross-reference tables that match the keys of contacts in Pega Sales Automation for Financial Services with the contact keys from Pega Foundation for Financial Services.

The Contact relationship table has the CRMEntityId column as the master record key, because Pega Sales Automation for Financial Services is the master system of record and the ExternalSystem column. The following table explains the Contact relationship table structure and sample record pattern:

To populate Pega Sales Automation for Financial Services with customer and organization data, complete the following steps:

1. Import the core customer and organization data to your application by using the Data import wizard. For more information, see Running a data import using the Data import wizard.
2. Connect to the secondary customer data by mapping the following tables:
   1. PegaSAFS-Data-EntityxRef-Contact to safs_data_contact_xref
   2. PegaSAFS-Data-EntityxRef-Org to safs_data_org_xref
   3. PegaSAFS-Data-EntityxRef-Household to safs_data_household_xref
   4. PegaSAFS-Data-EntityxRef-Relationship to safs_data_relationship_xref

   All the above rules, classes, properties, and data pages are available in the PegaCRMBase application.

• Implement a batch process that synchronizes the customer data on a periodic basis, as described in Importing customer and organization data.
• Use the Pega Sales Automation API to synchronize customer data in real time. For more information, see Pega Sales Automation API.