Persona Smart Import
- Drag your file to upload.
- Map your fields to the object type you are importing.
- Assign any transformation and validation rules.
- Import the data based on field mappings and rules.
Upload a file first.
No valid rows were found in the uploaded file.
- Column names are automatically detected in the CSV header.
- Enter the key path for the Persona object.
- For each field, select a transformation.
- To skip a field, leave the key path blank or select the Skip option in the Transforms popup.
- To update existing records, select the Update Existing checkbox. All checked fields must match, otherwise a new record will be created.