Importing Contacts from CSV File

Contacts can also be added in to SupportCenter Plus application by importing them from CSV files. The accounts associated to the contacts are also imported along with the contact details. To import contacts from a CSV file,

Login to the SupportCenter Plus application with your user name and password.
Click Contacts tab in the header pane to open the All Contacts list view page.

Step 1: Upload CSV file

Click Import Accounts/Contacts from CSV link. The Import Wizard pop-up window appears.
Click Browse to locate the CSV file from the file chooser window. Click Open.
Select the File Encoding from the combo box.
Click Next>>.

Step 2: Map Columns

The CSV column names for Account and Contact are populated in the select boxes beside each label. Map the application contact fields with the field names from the CSV file.
Click Next>>.

Step 3: Import

Click Import Now. The values from the CSV file is imported to the contact details. On importing the details, the data on how many records were added, how many overwritten, and how many failed to import is displayed in the pop-up.

If at any point you wish to stop importing from the CSV file, click the Exit button.

Warning: Login name column is the identifier for contacts. No two contacts can have the same login name. Hence the existence of a contact is checked based on the login name value.

So if by mistake there was any mismatch of fields during mapping, and a new import of CSV is performed, the records is updated based on the login name value. If there were any records that did not have any login name at all or there was mismatch in the login name itself, then duplicate entries is created. In these cases, delete such entries from the contact list and import again or manually edit the information available.

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