CustomerPulse AI / imports

Data Import Centre

Validate, map and confirm customer data and approved source documents.

AVO: Demo fallbackPublisher: Demo Publisher

Workflow guide

Import workflow

Stage 1 of 4

currentSelect Import Type
pendingChoose File
pendingPreview and Validate
pendingConfirm Import

Expected outcomeValidated records enter the active operational workspace, recalculate affected customers, evaluate alerts, and create audit events.

Missing requirementsSelect an authorised import type.

Operational data readiness

Workspace: demo. Customer and transaction data support behavioural scoring; conversations and documents are optional enrichments.

CustomersReady

TransactionsReady

ConversationsReady

Policies / productsPartial

Missing conversations lower confidence and show conversation evidence unavailable. Missing policies limits AVO to general, non-binding suggestions. Basic churn calculation remains available.

Create your first imported project

Every project has isolated customers, conversations, calculations, documents, recommendations, campaigns, analytics and audit history.

Multi-file Quick Import

Select multiple authorised files. Types are detected, confirmed, and committed in customer → product → transaction → conversation → document order.

Select multiple files

1. Select Import Type

Administrator

Import type

Customers

Accepted: CSV, XLSX, JSON · Maximum: 10 MB

Required fields: customer_external_id, customer_name, region, consent_status

Use: Customer 360, tiering and churn scoring

Access: Administrator or Sales Manager

Project Data Library

No project selected

No confirmed imports in this demo session.