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Uploading or updating lead data

Updated on May 10, 2021

Review the following scenarios to either upload data into your newly installed application or update data for the updated application.

Pega Sales Automation Implementation Guide
  1. If you have a new Pega Sales Automation application, import your data. For more information, see Import your data.
  2. If you updated your application to the latest version, update and import the existing CSV files by performing the following steps:
    1. Download and review sample data templates from Pega Sales Automation sample data templates.

      The CSV file has two empty columns: Use automatic routing and Owner. Before the import, ensure that you populate these columns with data.

    2. Log in to the application as a Sales Ops.
    3. In the navigation pane, click ToolsData import wizard.
    4. Select either the Lead (Individual) or Lead (Business) upload type.
    5. Upload your CSV file to the application.
    6. Follow the steps in Running a data import using the Data import wizard, starting from step 2.

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