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Importing and exporting actions

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In addition to creating actions manually, you can also import actions created outside of Pega Customer Decision Hub by uploading a .csv file with the action data.

  1. Prepare a valid .csv file with the list of actions that you want to import. The .csv file must contain the name and status (.pyIsPropositionActive) value of the action. Possible values for the .pyIsPropositionActive are Always, Never, and the expiration date of the action.

    To easily create a valid .csv file, export a template for the Issue and Group where you want to create the actions. For more information, see Exporting Actions.
  2. In the Actions landing page, click Create Create actions from file .

  3. Click Choose File and select a valid .csv file.

    The .csv file must contain the name and status (.pyIsPropositionActive) value of the action. Possible values for the .pyIsPropositionActive are Always, Never, and the expiration date of the action.
  4. Select the Issue and Group for the actions in the import file.

  5. In the Template Type section, select whether Pega Customer Decision Hub should apply an flow template to the imported actions.

    • None - Actions are imported with a default flow. The default flow consists of a Start and an End shape.
    • Reference flow from another action - For each action in the .csv file, you can specify an existing action to be used as template for the imported action. The imported action is created with the same flow as the template action. If the template action is not found, the new action is imported with a default flow. The default flow consists of a Start and an End shape.
    • Copy flow from another action - If your .csv file does not specify individual templates for each action, you can select one action to use as template for all actions in the .csv file. The imported actions are created with the same flow as the template action.
  6. Optional:

    If you want to completely overwrite existing actions with actions from the .csv file, select Delete existing actions that are not in the file.

    This will delete any action which is not included in the .csv file you are importing.
  7. Click Import.

    The pop-up window displays the import summary, including the number of actions imported, the number of actions deleted, and the number of errors. If there are any errors in the .csv file, download the error report and resolve each error before you continue.

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