Importing prospect lists
Prospect lists can be imported into the application via the Prospect Lists landing page. This landing page is accessible in the Pega Customer Decision Hub portal via:.
This page lists the prospect lists that have already been imported into the system, along with their tags, row counts, and status. The Open action (in the Actions menu) can be used to view the import work object.
To import a new prospect list, Use the New button on the landing page. Clicking this button will initiate a new Prospect Import work object, as shown below:
Specify a unique name for the prospect list. Users can also specify a tag to apply to each prospect imported from the list. Tags can be used to group prospects imported from different prospect lists. Select the location of the prospect list xlsx file.
Next, select between the following options for determining the unique id of the prospect:
- No, auto-generate a unique value for each Prospect
Select this option to have the system generate the unique id for the prospect. The id will be a concatenation of the list name and a uniquely generated string.
- Yes, I will select the column
Select this option to denote one of the fields in the prospect list spreadsheet as the unique field. Select this unique field from the list of available fields.
After configuring the necessary fields, click the Create button to proceed to the summary stage. Use the Refresh action from the Other actions menu to periodically check the status of the prospect import. This information is also available on the Prospect Lists landing page. The number of prospect entries created and errors detected are displayed along with details of the invalid rows.
Use the See Prospect Data link to view a report containing information about the prospect data that was imported. A sample report is shown below:
- Understanding the Prospect Import wizard
Use the New button on the Prospect Lists tab of the Prospect Lists landing page to launch the Import Prospects wizard.