You can import accounts, along with the contacts linked to them, from a file to LVPautomatically 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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icontitle | false | Before You Begin |
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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 of the account.
- Each contact
Before you import the file containing accounts, ensure the following: - Each account that you want to import contains a name for the account.
- contains the unique contact number of the contact.
- Ensure that the The file size is not more than 15 megabytes (MB).
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To import the accounts and with linked contacts: - In the the Account List window window, click the Settings icon Settings icon Image Modified, and then click Import> > Contacts for Accountsfor Accounts.
The Import Contacts for Accounts window appears. In the File fieldfield, click the magnifying glass icon Image Removedicon Image Added, and then select the file containing the account and contact data that you want to import.
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. 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 has been imported appears. The accounts from the file appear in the table in the Accounts window, and Accounts window (depending on the current filter), and the accounts are linked to the contacts as defined in the file.
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