A contact import job helps you to automate the process of importing contact records from a file into Contact Manager on the LiveVox Portal (LVP).

This article describes how to create a contact import job.

Before You Begin

• Upload the contact file to the SFTP site.
• Create an input filter for importing contacts.

Uploading the Contact File to the SFTP Site

Before you create a contact import job, upload the file containing the contact records to the LiveVox SFTP site.

To upload the contact file to the SFTP site:

1. Log in to LVP.
2. On the Configure tab, click Input / Output > SFTP Browser.
   The SFTP Browser window appears.
3. Expand the parent folder, click contactImport, and then click Upload.
   The Upload a File window appears.
   
   
4. Select your file by clicking Select a file, and then click Upload.
   A message stating that the file is uploaded appears.

Creating an Input Filter for Importing Contacts

Procedure

To create a contact import job:

1. On LVP, on the Configure tab, click Contacts > Contacts.
   The Contacts window appears.
2. On the Import/Export Jobs tab, click Add. The  Jobs window appears. 
3. Specify values in the following fields:
   • Job Type: Select Contact Import.
   • File Name: Enter the pattern that matches the name of the file containing the contacts that you want to import. A file-name pattern refers to the format of the file name. For information about file-name patterns, see the More on File-Name Patterns section of this article.
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     • The File Name field is not case sensitive and it accepts wildcards. For example, if the actual name of a file is ContactImport2020.txt, you can enter any of the following file-name patterns in the field: *2020.txt, Contactimport* *import*
     • Ensure that the pattern you enter is unique.
     • While you can also enter the exact name of your file (including the file extension), entering a file-name pattern instead can minimize the number of import jobs that are required to import contacts from multiple files that might use the same data format but different file naming conventions. 
   • Enabled: Select this checkbox to activate the job.
   • Notification Email List: Enter the email addresses to which you want to send a success or failure notification for each import attempt. Separate multiple email addresses with a comma (,).
   • File Format: Select the input filter you created.
     
4. Click Save.
   A message stating that the contact import job is created appears.
5. After five minutes, refresh the window. All the contacts in your file are imported to LVP, and they appear on the Contacts tab of Contact Manager.