Download the external contacts bulk import sample .csv file

  • The following permissions:
    • External Contacts > External Entity > Import
    • External Contacts > Contact > View
    • External Contacts > Import job > Add
    • External Contacts > Import job > Edit
    • External Contacts > Import job > View
    • External Contacts > Import job > View All
    • External Contacts > Import CSV job > Add
    • External Contacts > Import settings > Add
    • External Contacts > Import settings > Delete
    • External Contacts > Import settings > Edit
    • External Contacts > Import settings > View
    • External Contacts > Import settings > View All
    • External Contacts > Import CSV settings > Add
    • External Contacts > Import CSV settings > Delete
    • External Contacts > Import CSV settings > Edit
    • External Contacts > Import CSV settings > View
    • External Contacts > Import CSV upload > Add
    • External Contacts > Import CSV upload > View
  • Other Permissions required for External Sources:
    • External Contacts > externalSource > Add
    • External Contacts > externalSource > Delete
    • External Contacts > externalSource > Edit
  • Create a custom External Contacts admin role.

Genesys Cloud provides a sample .csv file to help you format the information properly for your external contacts and organizations.

  1. Click Directory > External Contacts.
  2. Click Add .
  3. Select Bulk Import.
  4. Click Download csv template.
    Note: If you are a first-time user of the bulk import feature and your organization does not have an external source created, a prompt asks you to create an external source. After you create an external source, you can download the sample .csv template.