.Exporting and Importing Accounts vU14

Exporting Accounts

You can export accounts from the LiveVox Portal (LVP) to a comma-separated values (CSV) file. To do so:

1. On the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets and then click the Accounts tab.
   The Accounts window displaying a table of accounts appears.
   

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

   
   

2. Click the Settings icon , and then click Export Accounts.
   A CSV file containing the accounts from LVP (depending on the selected view) is downloaded.

Importing Accounts

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

1. On the Configure tab, click Account > Accounts. Alternatively, on the Configure tab, you can click Ticketing > Tickets and then click the Accounts tab.
   The Accounts window displaying a table of accounts appears.
   

2. Click the Settings icon , and then click Import Accounts.
   The Import Accounts window appears.

3. 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.
     

     • 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. 
     • For information about input filters, see Input Filter.

4. Click Import.
   

   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 Accounts window.