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| − | = Import & Export = | + | = Contact Import & Export = |
| − | ''Import & Export'' is where you are able to upload, download, and delete bulk contacts for Agent Desktop. | + | ''Contact Import & Export'' is where you are able to upload, download, and delete bulk contacts for Agent Desktop. |
| − | == Import & Export Tab == | + | == Contact 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 | + | The ''Contact 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. |
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=== Import === | === Import === | ||
| − | The '''Import''' option allows you to upload bulk contacts through an import | + | The '''Import''' option allows you to upload bulk contacts through an import dialog window. |
| − | ==== Source Tab === | + | ==== Name and Source Tab ==== |
| + | ===== Data Source ===== | ||
| + | ''Data Source'' allows you to select from the following options. | ||
| − | ===== | + | ====== Upload ====== |
| + | This option allows you to upload a .TXT or .CSV file. | ||
| + | ====== FTP or SFTP ====== | ||
| + | This option allows you to select either '''FTP''' or '''SFTP''' and then enter the URL. | ||
| − | ===== | + | ======= Username ======= |
| + | This is the username of the FTP or SFTP site. | ||
| + | ======= Password ======= | ||
| + | This is the password of the FTP or SFTP site. | ||
| − | ===== | + | ====== List format ====== |
| − | + | If you have previously saved a list format, you may choose to import your contacts in this format. | |
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==== Format Tab ==== | ==== Format Tab ==== | ||
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===== First line in file contains field names ===== | ===== First line in file contains field names ===== | ||
This checkbox allows you to | This checkbox allows you to | ||
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===== Companies Created ===== | ===== Companies Created ===== | ||
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| + | === Export === | ||
| + | The '''Export''' action allows you export contacts from your database in two ways: ''All Contacts'' or ''Modified since''. | ||
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| + | Note that you may choose the '''Export''' action to download a template of what the current contact fields are. | ||
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| + | ==== All Contacts ==== | ||
| + | The ''All Contacts'' option will export all contacts in your database. | ||
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| + | ==== 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. | ||
Revision as of 18:04, 4 September 2018
Contact Import & Export
Contact Import & Export is where you are able to upload, download, and delete bulk contacts for Agent Desktop.
Contact Import & Export Tab
The Contact 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.
Import
The Import option allows you to upload bulk contacts through an import dialog window.
Name and Source Tab
Data Source
Data Source allows you to select from the following options.
Upload
This option allows you to upload a .TXT or .CSV file.
FTP or SFTP
This option allows you to select either FTP or SFTP and then enter the URL.
= Username =
This is the username of the FTP or SFTP site.
= Password =
This is the password of the FTP or SFTP site.
List format
If you have previously saved a list format, you may choose to import your contacts in this 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
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.
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.