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=== Import === | === Import === | ||
The '''Import''' option allows you to upload bulk contacts through an import dialog window. | The '''Import''' option allows you to upload bulk contacts through an import dialog window. | ||
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| + | [[File:Contact-Import-Export-Import-Wizard-Name-and-Source-523.PNG|450px|thumb|center|Import dialog window]] | ||
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==== Name and Source Tab ==== | ==== Name and Source Tab ==== | ||
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====== FTP or SFTP ====== | ====== FTP or SFTP ====== | ||
| − | This option allows you to select either '''FTP''' or '''SFTP''' and then enter the URL. | + | This option allows you to select either '''FTP''' or '''SFTP''' and then enter the access URL. |
| − | + | ====== Username ====== | |
This is the username of the FTP or SFTP site. | This is the username of the FTP or SFTP site. | ||
| − | + | ====== Password ====== | |
This is the password of the FTP or SFTP site. | This is the password of the FTP or SFTP site. | ||
====== List format ====== | ====== List format ====== | ||
| − | If you | + | If you previously saved a list format, you may choose to import your contacts in this format. |
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| + | ==== Format OptionsTab ==== | ||
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| + | |||
| + | [[File:Contact-Import-Export-Format-Options-523.PNG|450px|thumb|center|Format Options tab]] | ||
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| − | ==== | + | ===== File Input Encoding ===== |
| − | == | ||
| − | |||
| − | ===== | + | ====== First line contains field names ====== |
| + | When enabled, this checkbox will recognize the first line or row of your upload as the names of the contacts fields. | ||
| + | ====== Input file encoding ====== | ||
| + | This option allows you to select the encoding for your import file; select the encoding type from the drop-down menu. | ||
| − | ===== Field separator ===== | + | ===== Field separator options ===== |
| − | + | The field separator options are as follows: '''Comma''', '''Tab''', '''Semicolon''', and '''Custom'''. | |
| − | |||
| − | |||
==== Fields Tab ==== | ==== Fields Tab ==== | ||
| − | The fields selector maps the fields from the | + | The fields selector maps the fields from the import source to fields of contact and company objects. When you select a field in the field map, the following information will display. If your import source does not contain fields currently recognized in the database, this selector allows you to map them as needed. |
| − | |||
| + | [[File:Contact-Import-Export-Fields-523.PNG|450px|thumb|center|Fields tab]] | ||
| − | |||
| + | ===== Selected field ===== | ||
| + | This is the field you have selected. | ||
| − | ===== | + | ===== Mapped to ===== |
| + | The ''Mapped to'' menu displays where the selected field is currently mapped to. To change where the field is mapped to, select a new field from the menu. | ||
==== Results Tab ==== | ==== Results Tab ==== | ||
The ''Results'' tab displays the results from the attempted import as the following. | The ''Results'' tab displays the results from the attempted import as the following. | ||
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| − | |||
| − | + | [[File:Contact-Import-Export-Results-523.PNG|450px|thumb|center|Results tab]] | |
| − | + | * '''Records read''' - The number of records read | |
| + | * '''Contacts created''' - The number of contacts created | ||
| + | * '''Contacts updated''' - The number of contacts with updated information | ||
| + | * '''Companies created''' - The number of companies created | ||
| + | * '''Errors detected''' - The number of errors detected in the attempted import | ||
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== Log Tab == | == Log Tab == | ||
The ''Log'' tab displays the following data from bulk imports, exports, and deletes. | The ''Log'' tab displays the following data from bulk imports, exports, and deletes. | ||
| + | |||
| + | |||
| + | [[File:Contact-Import-Export-Log-523.PNG|800px|thumb|center|The Log tab displays records of imports, exports, and deletes]] | ||
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=== Date === | === Date === | ||
Revision as of 18:58, 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 access 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 previously saved a list format, you may choose to import your contacts in this format.
Format OptionsTab
File Input Encoding
First line contains field names
When enabled, this checkbox will recognize the first line or row of your upload as the names of the contacts fields.
Input file encoding
This option allows you to select the encoding for your import file; select the encoding type from the drop-down menu.
Field separator options
The field separator options are as follows: Comma, Tab, Semicolon, and Custom.
Fields Tab
The fields selector maps the fields from the import source to fields of contact and company objects. When you select a field in the field map, the following information will display. If your import source does not contain fields currently recognized in the database, this selector allows you to map them as needed.
Selected field
This is the field you have selected.
Mapped to
The Mapped to menu displays where the selected field is currently mapped to. To change where the field is mapped to, select a new field from the menu.
Results Tab
The Results tab displays the results from the attempted import as the following.
- Records read - The number of records read
- Contacts created - The number of contacts created
- Contacts updated - The number of contacts with updated information
- Companies created - The number of companies created
- Errors detected - The number of errors detected in the attempted import
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.