Please ensure that InsightsEngine service or the PlatformEngine.jar is running, so that business data can be mapped with tool's agent data.
On this page
Browse Business Mapping
- Browse Business Mapping tab present under the Admin tab.
Click Onboard/Download Data button
- Click Onboard/Download Data button on the top-right side of the screen.
Click the Download data button
- Select a folder location to save the .csv file.
Select a file to upload
- Choose the option "Edit existing data" from the drop-down menu.
- Upload the file that has the latest updates, which was edited after download existing records.
Click Preview File button
- Review the data in the file by clicking the Preview File button.
- Once the review is complete, click CONFIRM AND UPLOAD button.
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