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Importing a CSV file

To import a CSV file into Virtual Contact Center customer file:

  1. Click CRM > Import tab.

    Figure 108: CRM Page, Import Tab

  2. Click Choose Files to select the CSV file from the file system.
  3. After selecting the file, click Next to go to the mapping screen. This screen allows you to map a column in the CSV file to a field in the customer file of the Virtual Contact Center CRM. The column names from the CSV are available in the pull down menu as shown below.

    Figure 109: CRM page, Import tab, Map fields

    This screen allows you to map a column in the CSV file to a field in the customer object of the Internal CRM. The column names from the CSV are available in the pull down menu. Both default fields and custom fields are supported.

  4. Select a column name of the CSV file from the pull down menu and map it to the matching field in the Virtual Contact Center customer file.

    Figure 110: CRM page, Import tab, Mapped fields

  5. Click Next . The summary page opens and shows the mappings selected.

    Figure 111: CRM page, Import tab, Import Summary

  1. Click Start to initiate the import or click Back to modify the settings.
    On initiating the import the progress is displayed on the screen. The import is committed to the database in increments of 100 records at a time. Statistics about the import are displayed as well.

    Figure 112: CRM page, Import tab, Import progress

    You can save the import report on the local file system as well.

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