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Understand CRM Import

If you have customer data in a CSV file, you can import this data to your Virtual Contact Center customer file using the Imports tab of the CRM page. To import data from a CSV file, map each column name from the CSV file to an existing customer contact field. If you have additional fields that do not map to the existing fields in the contact record, you must create custom fields to hold this data.

The data import feature allows a maximum of 50,000 records to be loaded per session, and the records are loaded in increments of 100. Use the Imports tab to view the progress of the current import, including error message for records that cannot be loaded.

To prevent any failure, complete the following tasks before importing:

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