Building a solution using Personify Data Services is relatively easy. Simply select your source data (typically a .CSV file), select your target (Personify Data Services), and then map the fields from your .CSV file to Personify360 and create conditional processing rules. The initial release of the tool facilitates importing constituent and contact tracking records and is delivered with template examples. This tool also has advanced capabilities for error handling, allowing you to view exception logs, return to the data file and fix issues, and then run only the remaining files.
Use the following topics to guide you through the solution process: