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Best practices for preparing your files and data model for import

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You can import data from a spreadsheet to create a new data model or to update an existing data model in your application. To avoid errors during the import process, prepare your files and your data model before import.

As a best practice, reuse the data model whenever possible to avoid redundancies and to more easily maintain your application. Reuse data types that match the types in your CSV file, for example, Text (single line) or Boolean, and reuse the fields that correspond with the data type. For example, in an application that uses a Total cost field to calculate the total cost of a hotel room and flight, if you import a field called Total cost of items, you must change all the Total cost fields throughout the application to Total cost of items.

Review the guidelines for the following use cases:

Building an application on top of an existing Pega Platform application

  • Analyze the type of data that you have in your spreadsheet and how it relates to the data objects in your application.
  • If you find a data object that matches the type of data that you want to import, export your data model so that you can easily compare your existing data model with the CSV file on your external system and analyze the fields. For more information, see Exporting a data model into a document.
    If you do not find a data object that matches the type of data that you want to import, create a new data model by importing a spreadsheet. For more information, see Creating a data model from a spreadsheet.
  • Check whether the application you are building on top of Pega Platform provides sample data templates. Use the default templates to ensure that the CSV file you want to import contains the permitted fields and values, and that all required fields are provided.
  • On the Import options step of the data import wizard, validate your CSV file to ensure that the file does not contain errors. For more information, see Importing data from a file.

Building a new data object in your application

If you are building a new application on top of Pega Platform, or if none of the data objects in the application match the type of data that you want to import, create a new data model by importing a spreadsheet. For more information, see Creating a data model from a spreadsheet.

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