You can import data from a CSV file into C360 either directly or by matching it with existing source records. You can also match the input data with master records and then enrich the input data with the matching master records.
Based on your business requirements, you can import and match data in the following ways:
Import all data
You can import all data in a CSV file into Customer 360 SaaS directly to standardize and store the data. You can import new records or update and delete record sections in Customer 360 SaaS.
Match and export data
You can match external data in a CSV file with master data without storing the input data. You can then enrich the input data by exporting the matching master records and input data to a CSV file. You can download the CSV file to view the exported values from the master data and the input file.
Match and import selected data
You can match external data in a CSV file with source records, preview and analyze the match results, and then import selected records or all records.