Append records to a contact list


Prerequisites
  • Outbound > Contact > Add, Delete, Edit, View permissions
  • A file to upload in .csv format

An administrator can append records to the populated contact list used by a campaign, even if that campaign is running. If the contact list does not exist, create a new contact list.

  1. Click Admin.

  2. Under Outbound Dialing, click List Management.

  3. Click the Contact Lists tab.

  4. Click the Name column for a contact list row. 
  5. Click Browse.
  6. Choose a .csv file and click Open.
    Figure shows sample rows of csv data.

    The .csv file must contain the same columns as the file imported at list creation time. The system shows any difference between columns in the contact list and columns in the .csv file. Items that may not be updated are disabled. This is visually indicated by a gray background.

    Notes:

    • Appends to a contact list do not have to match columns exactly. The file must contain the existing columns, but it is OK if the file contains more columns.

    • When appending or updating contacts, data is processed in a case insensitive manner. Case is automatically normalized to match the case used when the contact list was created.

    • When contacts are re-uploaded to an existing list, their count of contact attempts is retained.

    If you are not sure what columns a contact list contains, click Export. Wait for the file to download. Then examine its columns using a text editor. Modify your input file to match. Then resume at step 3.

  7. (Optional) Select a column from the Unique Identifier Column.

    What is a unique identifier?

    A unique identifier is useful if you append this list with more data in the future. If you specify a unique identifier column, such as a customer id or account number, the append process can match incoming data with existing contacts.

    Figure shows an account number column selected as the list's unique identifier.

    Without a unique identifier, the entire row is the primary key. If you append a modified record, a subsequent upload appends that record as a new row, even if an existing row has the same identifier. With a unique identifier, the system replaces the existing record instead.

    Custom contact list ID columns cannot contain special characters, such as a backslash. Compose a unique identifier from alphanumeric characters, excluding spaces, backslashes, and these special characters that don’t work with URLs:

    – . _ ~ : / ? # [ ] @ ! $ & ‘ ( ) * + , ; =


    The inin-outbound.id column

    Exported .csv files contain an inin-outbound.id column, which is the record’s internally generated contact id. If the inin-outbound.id column is present when you append a file, no duplication of contacts occurs, for example if data uploaded has trailing white spaces that were not in an original record. This technique is useful when you do not use a unique identifier.

    Figure shows the outbound id column that is automatically added when list data is exported.

  1. Click Save. While records are uploading, a progress indicator appears next to the contact list name.

    Figure shows progress indicator that appears when records are uploaded or appended to a list.

    When uploading completes, a message appears.

    Figure shows popover that appears when a list upload is complete.


Notes:

It is OK to append records while a campaign is dialing the same contact list. The system does not duplicate existing records in the contact list. It moves any existing, matching records to the end of the list, similar to appending them.

To qualify as a duplicate record, all columns in a row must match all columns in a contact list row. The system uses the entire row as primary key. If you update a record in an append file, for example to update an amount column, the upload sees it as a new record unless it matches a unique identifier. The system appends the row, even though another row contained similar information.