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  • 1.  Bulk import External Contacts

    Posted 01-31-2025 06:26
      |   view attached

    Hi Everyone, 

    I am working on importing external contacts into Genesys using a sample CSV file but can no longer find the bulk import option using csv. Has something changed? It seems that I now need to link an external system to proceed. Is linking an external system mandatory, or can I import contacts directly from the CSV file without integrating a CRM, as we are not yet ready for that step?


    #ArchitectureandDesign
    #Conversational AI (Bots, Agent Assist, etc.)
    #DigitalChannels

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    Karthik Ageer
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  • 2.  RE: Bulk import External Contacts

    Posted 01-31-2025 15:17

    Hello Karthik,

    That certainly is odd. Could you open up a case with Customer Care? I believe the UI may not be working properly and will need to be looked into by our Dev team. Please let me know once you have a case number.



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    Jason Kleitz
    Online Community Manager/Moderator
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    Original Message


  • 3.  RE: Bulk import External Contacts

    Posted 01-31-2025 15:30

    I'm running into the exact scenario today. I see they did change the bulk import process.

    https://help.mypurecloud.com/video/enhanced-external-contact-management-via-bulk-csv-import/

    It looks more robust overall, but I can't get passed adding an external source. I just want to import the CSV. 

    If you make any progress on it, let us know



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    Kenneth Ely
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    Original Message


  • 4.  RE: Bulk import External Contacts
    Best Answer

    Posted 01-31-2025 16:43

    Dunno if they meant that you need to do this, but you can click on the "Go to External Sources Page" and configure add a source, after that it works.

    I just created one named CSV without anything else filled out.



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    Jan Heinonen
    Contact Center Specialist
    GlobalConnect AB
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    Original Message


  • 5.  RE: Bulk import External Contacts

    Posted 02-04-2025 13:57

    Jan,

    That worked. Easy enough. 



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    Kenneth Ely
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    Original Message


  • 6.  RE: Bulk import External Contacts

    Posted 02-10-2025 08:43

    @Jan Heinonen, Thank you. This worked for me. 



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    Karthik Ageer
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    Original Message


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