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titleViewing the Details of an Account

To view the details of an account, in the Account List window, double-click the row displaying the account. 

Info

The Interactions tab of an account displays the interactions associated with all the contacts linked to the account. By default, only the interactions that were connected to an agent appear. To view the interactions that were not connected to an agent, clear the Exclude non Non Agent checkbox on the Interactions tab.


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titleImporting Accounts


Note
iconfalse

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 LVP. 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  Image RemovedImage Added, and then select the file containing the account data that you want to import.

    • Input Filter: Select an input filter.

      Info
      iconfalse
      • 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.

    Info
    iconfalse

    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 with to Contacts Linked

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
icontitlefalseBefore 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

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.
    • contains the unique contact number of the contact.
  • Ensure that the The file size is not more than 15 megabytes (MB).

To import the accounts and with linked contacts:

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

  2. 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.

  3. Click Import.

    Info
    iconfalse

    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.