Web23 nov. 2024 · Click Download. Follow the instructions in the .csv file to fix the rows that have errors. Close the Import progress dialog box, and then retry the import process with your updated file. Note: Unsupported date time format in the .csv file WebAccess the data object. In the navigation pane of App Studio, click Data. Click Data objects and integrations. Click a data object. Upload the file. Click the Records tab, and then …
Importing sales data Pega Academy
Web18 apr. 2024 · If you simply want to provide an option at the top of a table sourced from a report definition that allows users to export the results as CSV without using the record editor gadget there is an API for that as well. The activity "pxDownloadDataRecordsAsCSV" in class "PegaAccel-Task-DataTableEditor" does this. WebOn the CRM Analytics Studio home tab or an app page, click Create Dataset, and select CSV File. Click Select a file or drag it here, then select the file and click Open. Click Next. In the Dataset Name field, enter a name for the dataset. By default, CRM Analytics uses the file name as the dataset name. The name can’t exceed 80 characters. cherry smiley
Troubleshooting import errors Pega
Web23 nov. 2024 · To configure the file service and file listener, perform the following steps: Create the file service rule to process your files. The most common use case is to use a Parse Delimited rule to map properties to the fields in a CSV file. For more information, see Creating a Parse Delimited rule. Web6 apr. 2024 · In the navigation pane of App Studio, click Data. Click a data object. Upload the file. Click the Records tab, and then click Import. In the Purpose list, select Add … WebLog in to Pega Sales Automation as a Sales Operator. In the navigation pane, click Tools > Data Import wizard. Select the data type that you want to import. Caution: The types need to be imported in the order that they display in the drop-down menu due to their dependencies. Import data On the Import Data screen, select an import purpose. cherrys meaning