Import consumers with guided setup

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Use Customer Service Management guided setup to import existing consumers.

    Before you begin

    Role required: admin

    About this task

    Consumers can have multiple addresses, one of which is the primary address.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and click Get Started
    2. In the Foundation Data category, click Get Started and then click 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.