You can import a training data set from a CSV file into the Business 360 data store. To import data, you need to use Customer 360. Ensure that your user role has the privileges to import data.
1Log in to Customer 360.
2Click File Import.
The File Import wizard appears.
3On the Upload File page, drag a CSV source file, or browse and select the source file to upload.
4Select a source system for the data that you import.
5In 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:
Import Setting
Description
Delimiter
Character that separates the values in the import file. Select a predefined delimiter or select Other to define a custom delimiter.
Text Qualifier
Symbols used in the file to enclose a string.
Encoding Type
Unicode encoding type.
Import 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 supported time zone is in 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 (,).
6Click Next.
7On the Map Fields page, click Add to select the target business entity.
The import process automatically maps the column headers with the fields.
8To apply a saved mapping, click Apply a Saved Mapping, select the mapping, and then click Apply.
9To manually map any field, perform one of the following tasks:
- Drag a source column to a target field.
- Select a source column and a corresponding target field, and click Map Selected.
The import process maps the field accordingly.
10Verify the field mappings and click Next.
11On the Preview and Import File page, select one of the following options:
Option
Description
Save as a new mapping
Saves the mapping with the name you specify.
Overwrite an existing mapping
Overwrites a mapping that you select. To apply the changes, click Apply.
Don't save
Discards the mapping.
12Click Import.
The import process starts. You get a notification after the process completes.