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Table of Contents

Importing prospect and customer data

Use the data import tools to import your existing prospect and customer data into Pega Sales Automation for Insurance.

  1. Identify the types of prospect and customer data to import, based 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
  2. Import the data using one of the methods described in Import your data.

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