This article guides you through the process of importing your data into the Pega Sales Automation™ application. Analyze your data, prepare it for the import, and choose an import method that meets your business requirements.
To import your data into Pega Sales Automation application, use comma-separated values (CSV) files. The columns in the CSV files are mapped to fields in the Pega Sales Automation data model by using templates. The following image outlines the data import process:
Data import process
The data import process is divided into the following major steps:
You can use one of the following options for uploading the CSV files into your application: