1.1.1. Ingesting a CSV file

Module: 1.1. Ingestion

Level: Beginner

In this session, we’ll start implementing the use case presented in the introduction to 1.1. Ingestion—creating a single source of truth for customer data by integrating information from CRM and ERP systems. Our focus here is on ingesting a CSV file containing customer records from the CRM system.

Presented by: Jocelyn Ramirez, your Customer Success Manager, and Matthew Carter, your CluedIn AI Trainer

Presentation: Download PPT

Training file: crm-customer.csv

Useful resources: