Import constituents through Public Sector Digital Services guided setup

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

    • Use the Public Sector Digital Services guided setup to import existing constituents.

    Vorbereitungen

    Role required: admin

    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.