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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.

Published April 17, 2018 — Updated April 12, 2019

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