Question

1
Replies
263
Views
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
Closed
Solved

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***

**Moderation Team has archived post**

This post has been archived for educational purposes. Contents and links will no longer be updated. If you have the same/similar question, please write a new post.

System Administration Support Case Exists
Moderation Team has archived post, This thread is closed to future replies. Content and links will no longer be updated. If you have the same/similar Question, please write a new Question.