Account Aggregation

After you discover the schema and identify the required attributes, you can load accounts.

Note
When aggregating accounts or entitlements, you must have the appropriate details of the account SQL query and group SQL query for the test connection. This helps prevent aggregation failures while the test connection is successful.

Prerequisite – Ensure you entered an account SQL query into the source connection. For more information, refer to Account Query Settings.

Go to the Import Data tab and start a Manual Aggregation. For more information, refer to Starting a Manual Aggregation.
Check the results in the Aggregation Activity log.

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Account Aggregation

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