| Line 4: | Line 4: | ||
== Import & Export Tab == | == Import & Export Tab == | ||
| + | The ''Import & Export'' tab is where you may initiate import, export, and deletion of bulk contacts. Additionally, the total number of contacts currently in your database is listed here. | ||
=== Export === | === Export === | ||
The '''Export''' action allows you export contacts from your database in two ways: ''All Contacts'' or ''Modified since''. | The '''Export''' action allows you export contacts from your database in two ways: ''All Contacts'' or ''Modified since''. | ||
| − | Note that you may choose the '''Export''' action to download a template of what fields are | + | Note that you may choose the '''Export''' action to download a template of what the current contact fields are. |
==== All Contacts ==== | ==== All Contacts ==== | ||
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==== Modified since ==== | ==== Modified since ==== | ||
| − | The ''Modified since'' option allows you to export contacts from a set date; you may select the date in the calendar. | + | The ''Modified since'' option allows you to export contacts that have been modified from a set date; you may select the date in the calendar. |
=== Import === | === Import === | ||
Revision as of 22:27, 3 September 2018
Import & Export
Import & Export is where you are able to upload, download, and delete bulk contacts for Agent Desktop.
Import & Export Tab
The Import & Export tab is where you may initiate import, export, and deletion of bulk contacts. Additionally, the total number of contacts currently in your database is listed here.
Export
The Export action allows you export contacts from your database in two ways: All Contacts or Modified since.
Note that you may choose the Export action to download a template of what the current contact fields are.
All Contacts
The All Contacts option will export all contacts in your database.
Modified since
The Modified since option allows you to export contacts that have been modified from a set date; you may select the date in the calendar.
Import
The Import option allows you to upload bulk contacts through an import wizard.
= Source Tab
File
FTP
SFTP
Format
Format Tab
First line in file contains field names
This checkbox allows you to
Source file encoding
Field separator
Field separator allows you to select from the following options: Comma, Tab, Semicolon, and Custom.
Preview
Preview displays a preview of your imported file.
Fields Tab
The fields selector maps the fields from the CSV to fields of contact and company objects. When you select a field in the field map, the following information will display.
Selected field
Mapped to
Options
Results Tab
The Results tab displays the results from the attempted import as the following.
Contacts Created
Contacts Updated
Companies Created
Delete
The Source, Format, and Results tabs are the same as in import The Key tab determines how we match contacts in CSV file with contacts in the database. When we delete contacts, we may also delete/update other objects.
Log Tab
The Log tab displays the following data from bulk imports, exports, and deletes.
Date
Date is the date the transaction took place.
Who
Who shows the user who initiated the transaction.
Operation
Operation displays the type of transaction that occurred ; the types are Import, Export, and Delete.
File
File displays the name of imported file.
Rows
Rows displays the number of rows in the File.
Added
Added displays the number of new contacts added to the database.
Changed
Changed displays the number of contacts already in the database that were augmented by the transaction.
Deleted
Deleted displays the number of contacts removed from the database.
Errors
Errors displays the number of records that were not added, changed, or deleted due to missing or incompatible information.
Notes
Notes is where you may enter notes about the transaction.