Import sold products with guided setup

Sold products are products and components that have been sold to an account or a consumer. Use guided setup to import sold products so that you can track the products or services sold to an account or consumer.

시작하기 전에

Role required: admin

이 태스크 정보

This provides an overview of the complete product sold to an account or consumer. A sold product can have child and parent sold items in a hierarchical structure.

프로시저

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 Sold Products.
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.