Import consumers through guided setup

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use Customer Service Management guided setup to import existing consumers.

    Antes de Iniciar

    Role required: import_admin and sn_crm_foundation_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Consumers can have multiple addresses, one of which is the primary address.

    Procedimento

    1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started
    2. In the Foundation Data category, select Get Started and then select Import Consumers (B2C).
    3. Upload data from an external data source into an import set.
    4. Create a transform map.
    5. Execute the transform map to transfer the data.
    6. Verify that the data records are imported into the target table.