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Importing customer data

Pega Sales Automation for Financial Services is the system of record for prospects and customer data that is used by the sales team, including the organization, accounts, households, and contacts.

When you import data in Pega Sales Automation for Financial Services, consider which types of prospect and customer data you want to import, depending on your selling model:
Selling model Import these data types
Business-to-business (B2B)
  • Organizations
  • Accounts
  • Contacts
Business-to-consumer (B2C)
  • Accounts
  • Contacts
  • Households
Business-to-business and business-to-consumer (B2B_B2C)
  • Organizations
  • Accounts
  • Contacts
  • Households

After considering which data entities you want to import, import the data using one of the methods described in Import your data.

Importing customer and organization data

Pega Sales Automation stores customer data only in sales automation tables. You can import the customer data directly by using the data import wizard. To import customer data in Pega Sales Automation for Financial Services, you must import the data to both Pega Foundation for Financial Services and Pega Sales Automation for Financial Services tables, and then link the two tables.

To import customer data, see "Mapping external customer and organization data".

To synchronize data changes, see "Synchronizing customer and organization data".

Mapping external customer and organization data

In Pega Sales Automation for Financial Services,you can import your data by using the Data import wizard, but you can also connect to secondary customer data, such as financial account holdings, by mapping the Pega Foundation for Financial Services tables with the Pega Sales Automation for Financial Services tables. A cross reference table is required to match the keys of a contact or an organization entity from multiple systems of record to a master contact or organization entity key.

Pega Foundation for Financial Services serves as the template for the system of record of customer data, and Pega Sales Automation for Financial Services is the system of record for prospect data.

Use your database management software to populate cross-reference tables that match the keys of contacts in Pega Sales Automation for Financial Services with the contact keys from Pega Foundation for Financial Services.

The Contact relationship table has the CRMEntityId column as the master record key, because Pega Sales Automation for Financial Services is the master system of record and the ExternalSystem column. The following table explains the Contact relationship table structure and sample record pattern:

CRMEntityID ExternalID ExternalSystem
PEGASAFS-WORK-CONTACT CON-20781 7777777777 Pega Foundation for Financial Services
PEGASAFS-WORK-ORG ORG-123 9912348966 Pega Foundation for Financial Services

To populate Pega Sales Automation for Financial Services with customer and organization data, complete the following steps:

  1. Import the core customer and organization data to your application by using the Data import wizard. For more information, see Running a data import using the Data import wizard.

  2. Connect to the secondary customer data by mapping the following tables:

    1. PegaSAFS-Data-EntityxRef-Contact to safs_data_contact_xref

    2. PegaSAFS-Data-EntityxRef-Org to safs_data_org_xref

    3. PegaSAFS-Data-EntityxRef-Household to safs_data_household_xref

    4. PegaSAFS-Data-EntityxRef-Relationship to safs_data_relationship_xref

    All the above rules, classes, properties, and data pages are available in the PegaCRMBase application.

Synchronizing customer and organization data

After establishing the connection from your system of record through Pega Foundation for Financial Services to Pega Sales Automation for Financial Services, synchronize customer and organization data between the two systems. Use one of the following options:

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