You need to follow the prompt in the screen as you see above, and create an External Source for all of your CSV Bulk imports.
Click on the Go to External Source Page, create a new source. Then come back here, the template sheet will be available after that step.
Original Message:
Sent: 01-29-2025 13:36
From: Ganesh Suntharesan
Subject: Coming Soon : Enhanced External Contact management via bulk .csv import
@Fatemeh Toyserkani Is this feature still available? I had verified 3 different organizations, I don't see import option (please refer the screen capture) as outlined in the article. Also I don't see the CSV template either.
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Ganesh Suntharesan
Sr. Technical Consultant
Original Message:
Sent: 11-20-2024 12:42
From: Fatemeh Toyserkani
Subject: Coming Soon : Enhanced External Contact management via bulk .csv import
@Robert Wakefield-Carl The new CSV Bulk import is out. Share feedback once the team starts using it.
Also there's a limitation to be aware of.
Genesys Cloud - Main
| Genesys | remove preview |
| | Genesys Cloud - Main | | Known Limitation:In the current version of the External Contacts CSV Bulk Import feature, if there is only one identified contact that matches a contact being i | | View this on Genesys > |
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Mojdeh Toyserkani
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Director, Product Management - Data Platform
Genesys - Employees
Original Message:
Sent: 08-17-2024 12:59
From: Robert Wakefield-Carl
Subject: Coming Soon : Enhanced External Contact management via bulk .csv import
Thank you for taking the time to let us know about this improvement in the import process. Unfortunately, after searching through the announcement pages for all the different types, I was unable to find any mention of this. Would you kindly provide the link to the resource material?
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Robert Wakefield-Carl
ttec Digital
Sr. Director - Innovation Architects
Robert.WC@ttecdigital.com
https://www.ttecDigital.com
https://RobertWC.Blogspot.com
Original Message:
Sent: 08-15-2024 13:21
From: Fatemeh Toyserkani
Subject: Coming Soon : Enhanced External Contact management via bulk .csv import
Attention Genesys Cloud Users of External Contacts,
We are excited to announce that Genesys Cloud will soon introduce a significantly enhanced user interface (UI) and API experience for managing external contacts through the bulk CSV import process. These updates are designed to streamline the user experience, increase data accuracy, and offer greater transparency throughout the import process.
Key features of this update include:
- Improved user experience
- Enhanced monitoring and scalability
- Multiple levels of validation
- Enhanced source-to-target mapping
- Advanced Data Management
To assist with this transition, we have provided detailed information and screenshot comparisons in our Resource Center Announcement. Please ensure your organization's administrators are informed about these upcoming changes.
Important Timeline:
- The current CSV bulk import experience will remain available for 60 days after the new feature's general availability. Following this 60-day period, the old import process will be retired.
We are targeting an early October release for these updates, though this timeline is subject to change. To stay informed, please "follow" this post for the latest updates. The Resource Center Announcement will also be continuously updated with any new information.
If you have any questions, feel free to reach out!
#Roadmap/NewFeatures
#ExternalContacts
#Roadmap/NewFeatures
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Mojdeh Toyserkani
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Director, Product Management - Event Data Platform
Genesys - Employees
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