Import consumers through guided setup

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Use Customer Service Management guided setup to import existing consumers.

    시작하기 전에

    Role required: import_admin and sn_crm_foundation_admin

    이 태스크 정보

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

    프로시저

    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.