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titleExporting Accounts

You can export accounts from the LiveVox Portal (LVP) platform to a comma-separated values (CSV) file. To do so, in the the Account List window, click the Settings icon , and then click Export Accounts.

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  • The accounts that are exported depend on the account filter (account view) that you have selected in the search box of the Account List window.
  • If the search box in the Account List window displays the label Select a predefined view, all accounts appear in the table.
  • If you want to export the accounts associated with an account view, in the search box, select the required view.
  • If you selected an account view in the search box but want to export all accounts, click the Clear Account View icon  before exporting the accounts.

A CSV file containing the accounts from LVP the platform (depending on the selected view) is downloaded.

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titleImporting Accounts
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Before you import the file containing accounts, ensure the following:

  • Each account record in the file that you want to import contains a name for the account.
  • The file size is not more than 15 MB.

You can import accounts from a file to LVPthe platform. To do so:

  1. In the Account List window, click the Settings icon , and then click Import > Accounts.
    The Import Accounts window appears.

  2. Specify values in the following fields:

    • File: Click the magnifying glass icon , and then select the file containing the account data that you want to import.

    • Input Filter: Select an input filter.

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      • An input filter is a predefined format in which the data from the file is imported.
      • Ensure that the format of the file that you select in the File field corresponds to the format of the selected input filter. 

  3. Click Import.

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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. In the window, the account import task is identified by the value ACCOUNT_IMPORT in the Operation column.

    A message stating that the data is imported appears. The accounts from the file appear in the table in the Account List window.

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titleImporting a File to Link Accounts to Contacts

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
titleBefore You Begin
  • 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 of the account.
    • Each contact record in the file contains the unique contact number of the contact.
  • Ensure that the file size is not more than 15 megabytes (MB).

To import the accounts with linked contacts:

  1. In the Account List window, click the Settings icon Settings icon, and then click Import > Contacts for Accounts.
    The Import Contacts for Accounts window appears.

  2. In the File field, click the magnifying glass icon , and then select the file.

  3. Click Import.

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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.