Import constituents through Public Sector Digital Services guided setup

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

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

    Antes de Iniciar

    Role required: admin

    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.