Importing Accounts & Contacts

Once the support reps are successfully imported into the application, the Accounts and the respective contacts information is imported either from

• Microsoft Outlook, or

• CSV Import

The Outlook edition can be installed on user's MS Outlook as a plugin, which can be used to synchronize the contacts in between Microsoft Outlook and the SupportCenter Plus. [To know more refer MS-Outlook Integration with SuportCenter Plus]

Importing Accounts/Contacts from CSV file

Importing Accounts/Contacts from CSV link is found under the Accounts and Contacts module. SupportCenter Plus also provides Scheduling CSV Import to keep its database in sync with the customer's database.

The CSV Import consists of three steps;

Step 1: Upload CSV file

1. Click on Browse button to select the CSV file.  

2. On locating the CSV file from the file chooser window, click Open.

3. Select the File Encoding from the drop down.

4. Click Next >> button.

Step 2: Map Columns

From this section you can import both account and contact information at the same time. Thus establishing the contact-account relationship and also self service login to the contacts in just one import. For this, every individual contact available in the CSV file should be associated to an account.

1. Map the application contact fields with the field names from the CSV file.

2. Click Next>>. Click Previous << to go back to Step 1.

Step 3: Import

1. Click Import Now button. The account/contact details from the CSV file is imported.

2. Once the import is complete, the data on how many records were added, how many overwritten, and how many failed to import is displayed in the pop-up.

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