To import data into Customer 360 SaaS, upload a CSV file with the relevant information. Import the data into then Informatica Customer 360 SaaS source system. Ensure that the CSV file doesn't contain column headers named as 'Key' and the following special characters: / \ * ? % : > " <
To import a CSV file that contains records with multiple entries for a field group, ensure that you represent such records with a row for each field group entry. For example, you want to import three address entries for a record. In the CSV file, enter three rows for the record with different address values and duplicate values for the rest of the fields. After you import the data, the address values appear as different entries under the Address field group.
1On the File Import page, start the Import All Data wizard.
The Upload File page appears.
2To select a file to upload, click Browse, and select the CSV source file.
The first 10 rows of records appear in the preview section.
3Select the source system for the records that you import.
The following table describes the predefined source systems that Customer 360 SaaS contains:
Predefined Source System
Description
Default
The default source system for all business applications except Customer 360 SaaS. Business applications use this source system when users create records.
Informatica Customer 360 SaaS
The default source system for Customer 360 SaaS. Customer 360 SaaS uses this source system when users create records in Customer 360 SaaS.
Note: Before you import the records, change the source system to Informatica Customer 360 SaaS. By default, Customer 360 SaaS saves the records that you import in the Default source system. After you import the records, you can't save changes to these records in the Default source system.
4To update existing records irrespective of the last updated dates in the source system, enable Force Record Update.
5Select one of the following types of import that you want to perform:
Create or overwrite records
Adds new records and overwrites all the field values of the existing records through the upsert operation.
For more information about importing new records or overwriting field values of existing records, see Create or overwrite records.
Update record sections
Updates field values in record sections through the patch operation. A record section can include the root fields, fields in a field group, or fields in a nested field group.
For more information about updating field values in record sections, see Update record sections.
When you perform the patch operation and import records without any updates to field values, the records are rejected in the load step. However, the import job processes each record internally, which might cause the load step to run longer than expected.
If you don't want to reject the records, ensure that you select Force Record Update.
You can also specify the import type in the CSV file by adding the operation type, such as upsert, patch, and delete. The operation type specified in the CSV file takes precedence over the import type that you specify in the user interface.
For more information about operation types, see Import type.
6In the File Import Settings section, verify the system-suggested settings based on your data, and update any setting that is incorrect.
The following table describes the available import settings:
Field
Description
Delimiter
Character that represents the break between data values in the input file. Select a predefined delimiter or select Other to define a custom delimiter.
Text Qualifier
Symbols used in the file to enclose a string.
When a text qualifier appears within the field value, ensure that you provide an escape character.
For example, if the field value that you try to import is "David" and the text qualifier is ", ensure that you input the field value in the following format:
"""David"""
The outer pair of double quotes denotes the text qualifier. The inner pair denotes the escape character, and the innermost pair is part of the field value. If you omit the pair that denotes the escape character, the import process doesn't consider double quotes as part of the field value.
Encode Type
Unicode encoding type.
Use Data Starting from Line
Row number in the file from where you want to import data. Use this field to exclude headers. Default is 2.
Contains column headers
Indicates whether the source file includes column headers.
Column Header Row
Header row number in the file.
Regional settings
Indicates whether you want to configure date and time formats.
Date Pattern
Format of the date fields in the file.
Date Time Pattern
Format of the date and time fields in the file. The time zone is UTC (Coordinated Universal Time).
Decimal Separator
Character used as a decimal separator. Default is period (.).
Thousand Separator
Character used as a thousand separator. Default is comma (,).