Loading actions and treatments from file

1. Download the Exercise Artifacts file and extract the two files, Grow_CreditCards.csv and Web_Treatments.csv to a local drive on your computer.

1. On the exercise system landing page, click Pega CRM suite to log in to Customer Decision Hub.
2. Log in as the Decisioning Architect:
   1. In the User name field, enter DecisioningArchitect.
   2. In the Password field, enter rules.
3. In the navigation pane on the left, click Content > Treatments.
4. On the Treatments landing page, click the Web tab.
5. Click Export CSV file to download the CSV template for treatments.
   
   Note: Regardless of your business requirements, to ensure that you align with the required data, first export the CSV template, copy the data from the reference file, and then import the updated CSV template.

6. Copy the treatments data from the Web_Treatments.csv file to the treatments CSV template that you downloaded in step 5.
   Note: Ensure that you map the treatment data to the correct columns when you copy and paste.

7. On the Treatments landing page, click Import to import the web treatments in bulk.
   
   Note: For Business as Usual (BAU), it is recommended to add treatment by treatment without checking out the entire treatment Decision Data Record (DDR). Checking out a treatment can negatively impact other business users who are working on individual treatments, and can lead to mistakes such as overriding previous user changes with the Import/Export functionality. Use the Check out action only when the business is okay with blocking other users' treatment work.

8. In the Import data from file window, in the Import into field, select Web.
9. Click Choose File, and then select the CSV template file for treatments that you updated with the treatment data in step 6.
10. Click Next to load the web treatments from the file.
    
11. Review the message and ensure that three records were added, one was modified, and none deleted, and then click Import to confirm the import of the treatments.
    
12. Click OK to complete the import.
13. In the upper-right corner of the Treatments landing page, click the refresh icon to see the new treatments.
    
14. On the Treatments landing page, ensure that there are now four web treatments in total.
    

1. In the navigation pane on the left of the Treatments landing page, click Content > Actions.
2. On the Actions landing page, click the Issue / Group field to expand the search filters.
3. In the Issue field, select Grow, and in the Group field, select Credit cards.
   
4. Click Apply.
5. Click View to view the selected actions.
6. Click Export CSV file to download the import actions CSV template.
   
   Note: To ensure that you align with the required data, you must first export the CSV template, copy the data from the reference file, and then import the updated CSV template.

7. Copy the action data from the Grow_Creditcards.csv file to the actions CSV template you just downloaded.
   Note: Ensure that you map the actions data to the correct columns when you copy and paste.

8. On the Actions landing page, in the upper-right corner, click Create > Actions from file.
   
9. In the Create actions from file window, in the Issue / Group field, select Grow / CreditCards.
10. Click Select File and then select the actions CSV template file that you updated with the action data in step 7.
11. Click Import to import the actions from the actions CSV template you updated.
    
12. In the Summary, ensure that four actions were added or updated, and then click Finish to confirm the import of the actions.
    
13. On the Actions landing page, ensure that the Issue / Group field is set to Grow / Creditcards, and then click View to view the newly imported actions.
    
14. Verify that there are four actions.