Perform a bulk import of external contacts and organizations
Prerequisites
- The following permissions:
- External Contacts > External Entity > Import
- External Contacts > Contact > View
- A prepared .csv file.
- Click Directory > External Contacts.
- (Optional) To import external organizations, click the Organizations tab.
- Click Add .
- Click Bulk CSV Import.
- Click Drop .CSV files or choose files to upload and select your .csv file.
Alternatively, you can drag a .csv file to the button.Notes:-
To format your file, use the sample .csv as a guide.
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To import an external contact, you must include these fields: Contact Id, Contact First Name, and Contact Last Name.
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To import an external organization, you must include these fields: Account Id and Account Name.
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All other fields are optional.
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All field names are case-sensitive.
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Phone numbers must be in E164 format to sync call and SMS interactions with that phone numbers.
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- Click Import.
- Genesys Cloud displays a confirmation when the upload completes.
- To verify the import, search External Contacts for any new or changed entries and compare them to the source .csv file.