Bulk upload data to 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.

Beginner

English

After completing this module, you should be able to:

Describe the Data Import wizard

Use the Data Import wizard to import data

Available in the following mission:

Sales Automation Low-Code Developer v6

Topics

Bulk import

5 mins

Importing data using the Data import wizard

5 mins

Common import scenarios

5 mins

Module Quiz

5 mins