Use Customer Service Management guided setup to import existing accounts and contacts.

Antes de Iniciar

Role required: import_admin and sn_crm_foundation_admin

Por Que e Quando Desempenhar Esta Tarefa

After importing customer account data, you must also set the account code system property.

Procedimento

1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started.
2. In the Foundation Data category, select Get Started.
3. Select one of the following:
   • Import Accounts
   • Import Contacts
4. Upload data from an external data source into an import set.
5. Create a transform map.
6. Execute the transform map to transfer the data.
7. Verify that the data records are imported into the target table.