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Importing external data

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To add data from an external source to your application, import a CSV or XLSX file. You can efficiently import data that is stored in your organization's spreadsheets by using the Data Import wizard.

To streamline the import process, before you migrate your data for the first time, you can define import templates and prepare your data model and files. The following topics walk you through how to prepare your data for import into Pega Platform.

  • Best practices for preparing your files and data model for import

    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.

  • Creating a data model from a spreadsheet

    To simplify automating and digitizing your business process and eliminate the need to reference external spreadsheets, create data objects by importing XLSX and CSV files. For example, users that work on App Factory can import Excel spreadsheet data to automatically track the status of customer data, invoices, and service requests.

  • Migrating application data

    Migrate data from an external source to your application by importing it from a CSV file, for example, when adding data to your new application.

  • Creating a migration configuration template

    Ensure a successful migration of data into your application by using a configuration template to set up your environment.

  • Using the Data Import wizard

    If your organization stores its data in spreadsheets, you can easily import that data into your Pega Platform application by using the Data Import wizard. You can import data from a variety of sources, even if they use different field names or types. During the import process, you configure how to process the data, and map the fields in the source .csv file or .xlsx file to the fields in your data object, without manually developing rules.

  • Changing the storage destination for the import data wizard, BIX, and file listeners

    Use dynamic system settings to change the storage destination used by the import data wizard, BIX, and file listeners to store files. For example, for a multi-node system, you can set the destination to a shared location so that a user can access files from any node in the system.

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