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Pega Sales Automation sample data templates

Use the Pega Sales Automation™ sample data templates as examples when creating your comma-separated values (CSV) files to ensure that the CSV file that you want to import contains the fields and values that are allowed by Pega Sales Automation and that all required fields are provided. If you find that the default templates do not fulfill your requirements, you can extend them. For more information, see Data import scenarios.

Pega Sales Automation for Financial Services files:

Pega Sales Automation for Healthcare files:

Pega Sales Automation for Insurance files:

Salesforce and Siebel files:

Before importing organizations, enable the Autoaccountcreation dynamic system setting. To import the organization data from into Pega Sales Automation, use the Organization.csv loader, which automatically creates accounts for each organization. After that, use the external IDs of the accounts to associate them with other entities, for example, contact, lead, and opportunity.

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