Import data into the account onboarding playbook

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read

    • As part of the Customer Success Management process, you can import, configure, and publish data.

    Before you begin

    • Role required: admin

    About this task

    After completing the first stage in the Customer Success Management playbook, you can continue with the Data Capture & Validation stage. In the header section, you can see the account name, person it is assigned to, days remaining, account status, and the data import status. Several default tables have been configured with the base system.

    To import data into these default tables, follow these steps:

    Procedure

    1. In the Upload & process files tab, click Upload files.
    2. In the Upload files window, click Add file, select the file and then click Upload.
      Note:
      Ensure that the XLSX file contains the accurate data that will pass all the pre-defined validation checks or any custom validations that have been defined.

      The uploaded file appears in the Upload & process file page.


      Account onboarding: uploaded files

      You can upload multiple files. For each uploaded file, the name of the file, the date on which it was uploaded, the person who uploaded the file, and upload status (Unprocessed) is displayed.

    3. Select one or more files to be uploaded, and click Process files.
      If any of the files being uploaded contains validation errors, none of the files get uploaded to the staging table and an error message is displayed. You must fix all the errors before uploading the files. If there are no validation errors, you will see a message indicating that files are being uploaded and once the process is complete, the upload status changes to Processed.
    4. Navigate to the Validate records tab.
    5. When the Data has been successfully validated! Please check the staging table. message appears, the records are moved into one of the following states:
      • Ready to publish: The records have no validation errors and can be published.
      • Needs attention: Records in this state have some issues that must be addressed.
      • Yet to validate: Records in this state haven’t been validated.
    6. Review the records in the Needs attention state, verify the information in the Comment column, and modify the record if required, and click Save.
    7. After editing the record, navigate to the Yet to validate list, and click Validate.
    8. When all the records are in the Ready to publish list, select the records to be published, and click Publish.
      Note:
      • If you are importing multiple files at a time, the data import process may slow down.
      • While the data is being validated, you can click Add more to import more files and process them in parallel.
      • If the imported data is corrupted or has several errors, select Restart. This action clears all the data in the staging table and restarts the process from the beginning. Data in the Ready to publish state will also be cleared.
      • Click the View details toggle icon to view the record details.
      • Click Close task. Enter the Close notes and click Close Task. The State field is updated to Closed and the Progress field is updated to Finished and the data import task is closed.
    9. Select Close.
    10. Review the Data Import Summary, enter Close Notes for each task, and select Mark complete to continue with the next stage in the playbook.

    What to do next

    • Click Discuss to start a sidebar discussion about this data import task. In the popup window, select the participants who need to participate in the discussion, enter a brief message, and click Start discussion. A window appears with a link to the record for this onboarding case. Click Open record to open the record and start the discussion. When the discussion has been completed, you can see the details in the Activity stream.
    • Open the Activity stream and select Email from the More drop down list. Enter the required details and click Send email.
      Note:
      You can send emails only to the team members associated with the account.