Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Expedite data migration with the Data Import wizard and File Listener (8.1)

Updated on May 3, 2021

When moving from an old SFA system to Pega’s next-generation Pega Sales Automation™ solution, one of the first tasks is to migrate your data. Pega’s Data Import wizard and File Listener make importing these volumes faster and easier than ever, with built-in batch processing that enables your team to easily migrate data, regardless of file size.

Now, with Pega’s advanced data import technology, your import process is streamlined and simplified with the following capabilities:

  • No limits on file upload size
  • Built-in batch processing and notifications
  • Simultaneous imports across threads
Selecting an upload type in Pega Sales Automation

Selecting upload type with Pega data import

Limitless possibilities – No file size restrictions

Excel spreadsheets can contain thousands of rows of important data about your contacts, accounts, and opportunities. Importing these large file types into Sales Automation should not have to be a lengthy process. Using Pega’s File Listener and data import wizard technology, there is no limit on the size of files that can be easily imported into Sales Automation. With less time spent on uploading files, your sellers can spend more time on building strong customer engagement across the sales cycle.

Built-in batch processing for multiple imports

Have a large number of files, leads, opportunities, or contacts that need to be quickly imported into Sales Automation? Now, with Pega’s built-in batch processing capabilities, bulk imports and migrations can be carried out with greater speed and efficiency.

Further accelerating the import process, Pega’s smart File Listener technology begins the import process without having to read any files in a predefined format. When your bulk import is complete, your sellers are notified directly within Sales Automation.

Simultaneous imports across threads

The data import process shouldn’t require a massive amount of time. By using Pega’s enhanced data migration capabilities, your sales team can import your data into Sales Automation with substantially higher speed. With simultaneous imports across threads, your team is able to import organizations, accounts, and contacts quickly and efficiently.

To learn more about how to configure File Listener and migrate your data into Pega Sales Automation by using the Data Import wizard, see Pega Sales Automation data import.

  • Previous topic Enhance user experience with Pega Infinity design improvements (8.2)
  • Next topic Strengthen team communication by using expanded Pulse and Spaces (8.1)

Have a question? Get answers now.

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

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us