Question
Pegasystems Inc.
NL
Last activity: 29 Nov 2016 3:15 EST
Creating segment by excel file import
Hi,
Our client needs creating segments in Pega Marketing from manually created excel file. Is there a way to import an excel file for creating segments automatically or is there an activity maybe already defined for creating segments by excel import?
Accepted Solution
Pegasystems Inc.
GB
There is functionality in Pega Marketing for importing data from xlsx files, Check out the chapter on "Prospects" in the relevant user guide:
https://docs-previous.pega.com/pega-marketing-721-user-guide
https://docs-previous.pega.com/pega-marketing-713-user-guide
Infosys Limited
IN
Hello,
While trying to import Prospect file with customer details like, CustomerId and FirstName, and when I opt for “Yes, I will select the column” and the Unique column doesn’t hold any value and returns “No results were found” with a flagged field as “Value cannot be blank”.
Similarly, On selecting “No, auto-generate a unique value for each Prospect”, getting a pop up with error as “Please correct flagged fields before submitting the form!”. But I couldn’t see any flagged fields with error.