Skip to main content

Bulk upload data to Sales Automation

This module is for anyone who wants to import data into Pega Sales Automation™.

The Data Import wizard allows you to add or update data records by uploading CSV files. This bulk upload process helps you to import data from a variety of sources by providing the ability to map column names in your imported CSV file to field names used by the Pega Sales Automation™ application.

What you'll learn

By the end of this course, you will be able to successfully:

  • Describe the Data Import wizard
  • Use the Data Import wizard to import data

Course Outline

  1. Bulk upload data to Sales Automation

    • Before you begin
    • Tell me about bulk import
    • Show me how to import data using the Data import wizard
    • Tell me about common import scenarios
    • Let me import data
    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    35 minutes

  • Platform Version

    8.1

CopiedShare
View our Certification FAQ and Policies