Configure the account onboarding data import task

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Use the Import Builder to configure the account onboarding data import task.

    Before you begin

    • Role required: sn_acct_lc_agent
    • One or more Playbooks roles. See Playbooks roles for details.
    • Confirm that you're in the same application scope in which the target table is present.

    Procedure

    1. Navigate to All > Customer Success Management > Data Validation Assist Support > Import builder.
    2. Select New.
    3. In the Create template tab, enter the name and select the Target table from the drop-down list.
    4. Select the Attachments icon, upload an Excel template, and select Continue.
      Note:
      The label names in the attached template must match the field names in the target table.
    5. In the Data source step, you can modify the default Import set table name and select Continue.
      The data source is created and is displayed in the Data Source tab in the related list. Select the Name link to view the data source. Note that the Name field shows the data source name with the prefix Customer Success DS followed by the name of the Import set table name. The internal name of the Import set table is also displayed.
    6. In the Transform map step, you can modify the default Transform map name and select Continue.
      The transform map is created and displayed in the Transform Map tab in the related list. Select the Name link to navigate to the transform map and view the following:
      • Source table: This is the Import set table that contains the staging data.
      • Target table: The table in which the staging data is stored.
      • Field maps: Shows the mapping between the fields in the source and target tables.

      The Data validation assist list view with the different types of validations is displayed.

    7. Select New (optional step) to create a field level or record level validation or navigate back to the Import Builder page.
    8. In the Playbook activity step, navigate to the UI Views tab in the related list.
      Note the two list views that have been created. These lists appear in the Data Import step of the account onboarding playbook.
    9. Select Continue and navigate to the Activity Definition tab in the related list.
      Note that a new activity definition has been created and the Import Builder process is now complete.

    What to do next

    Add this newly created activity definition in the Process Automation Designer and follow the instructions in Add the data import task section to create an onboarding playbook task.

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