- 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.
