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Create Automated Data Upload from Agents Onboarding

This feature allows a user to convert a one-time AI Agents onboarding deployment into a reusable Integration as a Service (IaaS) setup. The conversion reuses Accelerators deployed during onboarding and creates automated data uploads for ongoing integration.

Prerequisites

  • AI Agents onboarding process is completed successfully.

  • All required onboarding workflow steps show status Completed.

  • The prospect process has Integration Setup set to Not started.

  • You must have the global permission:

    Prospect Onboarding - can view prospect onboarding overview

Administration > Prospect Onboarding > AI Agents prospect process

See the reference documentation: AI Agents Prospect Process

The Setup Integration action is available only when all of the following conditions are met:

  • Integration Setup = Not started

  • All previous onboarding steps are completed

  • The onboarding process status is Done

Create Automated Data Upload

Step 1: Start integration setup

  1. Open Administration > Prospect Onboarding > AI Agents prospect process.

  2. Locate the relevant Onboarding workflow you want to create the Data Upload from.

  3. Select Setup Integration from the row actions.

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Step 2: Select integration user

In the Setup Integration dialog, select the user under which the integration runs. By default, the system selects the user who deployed the accelerators. Optionally, select a different user from the list.

After Confirmation

After you confirm the setup, the system performs the following actions automatically:

  • Creates an Integration as a Service configuration.

  • Creates automated Data Uploads for:

    • Products

    • Customers

    • Transactions

    • Quotes (for Salesforce onboarding when the Quote data setup accelerator is installed)

  • Uses data mappers delivered with the deployed Accelerator.

  • Updates Integration Setup status to Processed.

  • Sends an email notification with SFTP credentials to the selected integration user.

Resulting Data Uploads

After setup completion:

  • Automated Data Uploads appear in Data Management > Data Uploads.

  • Uploads run according to the predefined configuration from the Accelerator.

  • Uploaded files are visible in History of Runs with status Processed.

See also