Import consumers through guided setup

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: import_admin and sn_crm_foundation_admin

    Warum und wann dieser Vorgang ausgeführt wird

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

    Prozedur

    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.