Skip to main content


Importing prospect and customer data

Suggest edit Updated on May 10, 2021

Use the data import tools to import your existing prospect and customer data into Pega Sales Automation for Healthcare.

  1. Identify the types of prospect and customer data to import, based on your selling model.
    Selling modelImport these data types
    Business-to-business (B2B)
    • Companies
    • Accounts
    • Contacts
    Business-to-consumer (B2C)
    • Accounts
    • Contacts
    Business-to-business and business-to-consumer (B2B_B2C)
    • Companies
    • Accounts
    • Contacts
  2. Import the data using one of the methods described in Import your data.
Did you find this content helpful? YesNo

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us