Download the external contacts bulk import sample .csv file

AI-generated summary

Genesys Cloud provides capabilities to bulk import external contacts and organizations using a sample .csv template. The .csv file formats the information properly for external contacts and organizations. Users can download the template from the External Contacts menu by selecting Bulk Import and clicking Download csv template. The template requires specific admin permissions and an existing external source. Key details include formatting contact info in the .csv and required admin permissions like External Contacts > External Entity > Import External Contacts. The sample file helps import external data into Genesys Cloud.

PrerequisitesClick to expand

The following permissions:
- External Contacts > External Entity > Import
- External Contacts > Contact > View
- External Contacts > Import job > Add
- External Contacts > Import job > Edit
- External Contacts > Import job > View
- External Contacts > Import job > View All
- External Contacts > Import CSV job > Add
- External Contacts > Import settings > Add
- External Contacts > Import settings > Delete
- External Contacts > Import settings > Edit
- External Contacts > Import settings > View
- External Contacts > Import settings > View All
- External Contacts > Import CSV settings > Add
- External Contacts > Import CSV settings > Delete
- External Contacts > Import CSV settings > Edit
- External Contacts > Import CSV settings > View
- External Contacts > Import CSV upload > Add
- External Contacts > Import CSV upload > View
Other Permissions required for External Sources:
- External Contacts > externalSource > Add
- External Contacts > externalSource > Delete
- External Contacts > externalSource > Edit
Create a custom External Contacts admin role.

Genesys Cloud provides a sample .csv file to help you format the information properly for your external contacts and organizations.

Click Directory > External Contacts.
Click Menu > Contacts > External Contacts and Organizations.
Click Add .
Select Bulk Import.
Click Download csv template.
Note: If you are a first-time user of the bulk import feature and your organization does not have an external source created, a prompt asks you to create an external source. After you create an external source, you can download the sample .csv template.

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Download the external contacts bulk import sample .csv file