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You can also add contacts by importing then from CSV files. To import contacts from CSV file
Step 1: Upload CSV file
Step 2: Map Columns
This section has option for importing both account and contact information at the same time. By doing this you can establish the contact - account relationship also and provide self service login to the contacts in just one import. For this, the CSV must have the account name associated to every individual contact name available in the file.
Step 3: Import
If at any point you wish to stop importing from the CSV file, click the Exit button.
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Warning: Login name column will be the identifier for contacts. No two contacts can have the same login name. Hence the existence of a contact will be 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 will be 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 will be created. In these cases, delete such entries from the contact list and import again or manually edit the information available. |
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