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 MVN Hanumantharao (MVNH0002)
Wipro
PM
Wipro
IN
MVNH0002 Member since 2006 4 posts
Wipro
Posted: August 22, 2017
Last activity: February 4, 2019
Posted: 22 Aug 2017 9:27 EDT
Last activity: 4 Feb 2019 14:10 EST
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Data import in Pega Sales Automation

Hi,

On Pega SA 7.22:

https://pdn.pega.com/uploading-pega-sales-automation-data-using-data-import-wizard

1) there is a mention of a word doc in the above PDN page (Prepare data section, bullet-2) which was not found in the zip file. How do we get that?

2) most of the templates have some reference to IDs (ex. Organisation csv has a reference to Territory which has to be an ID and not a name). How do business users get the IDs of the referenced entities when Pega SA doesnt show the pyID if you open any entity (ex. i dont see pyID when i open a Territory or organization instance)?

***Moderator Edit: Vidyaranjan | Updated SR details***

***Edited by Moderator Marissa to add Doc BUG ID***

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Accepted Solution

Posted: 3 years ago
Posted: 24 Aug 2017 15:30 EDT
Marissa Rogers (MarissaRogers)
MOD
Senior Community Moderator
Pegasystems Inc.
US

Thanks for sharing this here and leaving a comment on the actual article that needs updating. I have notified the Author who will be submitting an action item to work on this update. 


Did you know that if you click on Suggest Edits in the top right of an article, you can submit your suggested edits right there? It's a pretty cool feature!


Thanks again!