You can automatically link accounts to contacts by importing a file (containing the account records linked to the contact records) into the LiveVox platform. | Note |
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| - Ensure that the account and contact records present in the file that you want to import exist on the LiveVox platform.
- Each account record in the file contains the unique original ID (unique) of the account.
- Each contact record in the file contains the account/unique contact number (unique) of the contact.
- Ensure that the file size is not more than 15 megabytes (MB).
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To import the accounts with linked contacts: - In the Account List window, click the Settings icon
 , and then click Import > Contacts for Accounts.
The Import Contacts for Accounts window appears. In the File field, click the magnifying glass icon  , and then select the file.
Click Import. | Info |
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| You can view details such as the status of the import or the date and time when the import started or ended in the User Tasks window. This window appears when you click the avatar icon  > User Tasks. |
A message stating that the data has been imported appears. The accounts from the file appear in the Accounts window (depending on the current filter), and the accounts are linked to the contacts as defined in the file.
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