Importing Records

You can import records from a spreadsheet file in either CSV or TXT format into your database. Records consist of fields, each of which contains a single or multiple parameters as well as text.

Table of Contents

• To Prepare a File to Import
• Set up contacts to be called later
• To Import Records
• To Withdraw Records

To Prepare a File to Import

1. Open a spreadsheet application, such as Microsoft® Office Excel.
2. Enter field names in the first row, each in a separate column. “name” and “phone1” fields are mandatory.
3. Enter your records below the first row, one record per row.
4. Please note that there is a 64-character limit regarding the following cells in your database: contactX.name, contactX.title
   (X is a value between 1-9, e.g.: contact1.name, contact2.name, …, contact9.name). If one of these cells exceeds this limit, our system will not be able to import your database.
5. Save your file as a CSV or TXT file.

Set up contacts to be called later

It is possible to include system-related fields in the import file as well, such as next_contact. Next_contact can be used for setting up a specific time and date for a contact to be called by VCC Live. It is practical if you do not want to have a contact to be called immediately once the import process is done, but at a later point in time.

To achieve this, you need to create a new column in your database and the column name needs to start and end with two underscore character.( _ ) Following the above example, a new column’s header then should be:

__next_contact__

Note: The format of the next_contact is as follows: “2017-01-17 11:00:00”

To Import Records

1. Select a project from the project list, then select Database > Import.
2. Select Actions > Import.
3. An import wizard window pops up. Navigate to the CSV or TXT file you want to import and select it. Press Open.
4. Optional: if you want to import phone numbers with only a specific prefix, then mark the Show warning message if imported phone numbers do not match this prefix checkbox, and enter a prefix in the text field.
5. Press Next.
6. Mark or unmark the checkbox beside the fields you want to import. Select field types. Press Next.
7. If duplicated phone numbers or invalid values are found, you can select one of a number of options to deal with them.

Tip: If you have trouble importing data, check our FAQ as well here.

To Withdraw Records

1. Select a project from the project list, then select Database > Import.
2. Select a file you want to withdraw, then select Actions > Withdraw import.
3. Press Yes.

Note: You can only withdraw records that were not used, for example, an agent has not contacted the record.