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.
- 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 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.
- 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.