To import data into your Pega^® Sales Automation application, you can use sample data .cvs templates, your own files, or sample Salesforce or Siebel templates. To upload the .csv files into your application, use the Data Import wizard. The Data Import wizard supports the structure of both business-to-business (B2B) and business-to-consumer (B2C) data for import.

To import the data, review the following sections:

• Prerequisites
• Preparing the data
• Importing the data
  • Importing data by using the Pega-provided sample data templates
  • Importing customer data using custom files
  • Importing data by using the Salesforce or Siebel sample data templates

Prerequisites

Before you start the data import process, ensure that the format of the data is valid and complete. Perform the following steps:

1. Download and extract a .zip template file. Choose from the sample data templates listed under Importing the data.
2. Determine whether the data that you are loading from the .csv file is for B2B or B2C, and identify the template to use based on that model and the source of your data.
3. Determine whether any new properties are required in the .csv file or the Sales Automation application and add them, if necessary.

Preparing the data for uploading

To import data into the system, resave the template file with your application-specific data. For each type of data you want to upload, perform the following steps:

1. Create a copy of the template file. Do not rename column headings because the headings are used by the system to match field names.
2. Populate the data in your version of the file.
3. Save the file with your data.
   If this is the first time that you are loading data from a particular data source, load only a few rows of data as a test before loading a full record set. This helps to identify and address any data validation errors in advance.

Importing the data

To import the data, choose one of the following methods:

Importing data by using the Pega-provided sample data templates

Use the Pega-provided sample data templates, add your data, and use the Data Import wizard to upload the data into your application. After the upload is completed, review and validate the import.

• Pega Sales Automation sample data templates
• Using the Pega Sales Automation Data Import wizard
• Reviewing and validating the Pega Sales Automation data import

Importing customer data by using custom files

Use the Data Import wizard to upload your custom files into your application. After the upload is completed, review and validate the import.

• Using the Pega Sales Automation Data Import wizard
• Reviewing and validating the Pega Sales Automation data import

Importing data by using the Salesforce or Siebel sample data templates

Use the Pega-provided sample data templates, add your Salesforce or Siebel data, and use the Data Import wizard to upload the data into your application. After the upload is completed, review and validate the import.

• Salesforce and Siebel sample data templates
• Using the Pega Sales Automation Data Import wizard
• Reviewing and validating the Pega Sales Automation data import