How You Enable Survivorship During Import

Survivorship on update is available for the following four Import Management objects:

• Account

• Organization

• Contact

• Person

You include the data that you want to import into CX Sales and Fusion Service in a source CSV file. This CSV file depends upon the object you want to import. Before you start importing, check that the CSV file contains the SourceSystem value. For more information, see Import Your Account Data, Import Your Contact Data, Import Your Person Data, and Import Your Organization Data topics in this guide.

Enable Survivorship

After you have the CSV file ready, create an import activity to import the account information and enable survivorship as follows:

1. Go to Navigator > Tools > Import Management > Import Queue.

2. Click Create Import Activity in the Manage Imports page.

3. In the Enter Import Options page, provide a name for the import activity, and select either Account, Organization, Contact, or Person from the Object drop-down list.

4. Click to expand Advanced Options section.

5. Select Enable survivorship logic.

   Note: This option is available only if the selected import object is Account, Organization, Contact, or Person and attribute survivorship has been already configured. High-Volume import mode is supported, if the survivorship configuration only uses Source Confidence. If Data Quality Rules are enabled, High-Volume mode import isn't available.

   You can continue to import and review the import results.

You can then import data. For more information on how to import data, see Import Data topic in Related Topics section.