Perform a bulk import of external contacts and organizations

  • The following permissions:
    • External Contacts > External Entity > Import
    • External Contacts > Contact > View
  • A prepared .csv file.
  1. Click Directory > External Contacts.
  2. (Optional) To import external organizations, click the Organizations tab.
  3. Click Add .
  4. Click Bulk CSV Import.
  5. Click Drop CSV files or choose files to upload and select your .csv file. Alternatively, you can drag a.csv file to under the button.
    Note: To format your file, use the sample CSV as a guide. To import an external contact, you must include these fields: Contact Id, Contact First Name, and Contact Last Name. To import an external organization, you must include these fields: Account Id and Account Name. All other fields are optional.
  6. Click Import.
  7. Genesys Cloud displays a confirmation when the upload completes.
  8. To verify the import, search External Contacts for any new or changed entries and compare them to the source CSV file. 
Note: you must use the API to import and export custom field information.