Customer data import template

Last Updated : Sep 19, 2020 |
Prolog information
Metadata
Keywords:
The table below lists the customer data fields available as columns in the excel or text file template.
Fields
Description
Phone number
Phone number of the customer. For example, landline. You can enter up to 32 numeric values in this field.
Note:
Either the phone number or an email address is mandatory.
Intl Code
International code of the customer. You can enter up to 10 numeric values in this field.
Area Code
Area code of the customer. You can enter up to 10 numeric values in this field.
CRM ID
The ID of the customer from the primary CRM system. You can enter up to 255 characters in this field.
Social Platform
Social platform such as Facebook or Twitter account's are mapped to customer email address or phone number.
Social Handle
Social handle for a customer matching based on social details.
#2 Phone number
Phone number of the customer. For example, mobile.
Note:
Either the phone number or an email address is mandatory.
#2 Intl Code
International code of the second phone number. You can enter up to 10 numeric values in this field.
#2 Area Code
Area code of the second phone number. You can enter up to 10 numeric values in this field.
#2 CRM ID
The ID of the customer from the second alternative CRM system. You can enter up to 255 characters in this field.
#3 Phone number
Phone number of the customer.
Note:
Either the phone number or an email address is mandatory.
#3 Intl Code
International code of the third phone number. You can enter up to 10 numeric values in this field.
#3 Area Code
Area code of the third phone number. You can enter up to 10 numeric values in this field.
#3 CRM ID
The ID of the customer from the third alternative CRM system. You can enter up to 255 characters in this field.
#4 Phone number
Phone number of the customer.
Note:
Either the phone number or an email address is mandatory.
#4 Intl Code
International code of the fourth phone number. You can enter up to 10 numeric values in this field.
#4 Area Code
Area code of the fourth phone number. You can enter up to 10 numeric values in this field.
#4 CRM ID
The ID of the customer from the fourth alternative CRM system. You can enter up to 255 characters in this field.
#5 Phone number
Phone number of the customer.
Note:
Either the phone number or an email address is mandatory.
#5 Intl Code
International code of the fifth phone number. You can enter up to 10 numeric values in this field.
#5 Area Code
Area code of the fifth phone number. You can enter up to 10 numeric values in this field.
#5 CRM ID
The ID of the customer from the fifth alternative CRM system. You can enter up to 255 characters in this field.
#1 Social Platform
Social platform such as Facebook or Twitter account's are mapped to customer email address or phone number.
#1 Social Handle
Social handle for a customer matching based on social details.
#2 Social Platform
Social platform such as Facebook or Twitter account's are mapped to customer email address or phone number.
#2 Social Handle
Social handle for a customer matching based on social details.
#3 Social Platform
Social platform such as Facebook or Twitter account's are mapped to customer email address or phone number.
#3 Social Handle
Social handle for a customer matching based on social details.
Email Address
Email id of the customer. The format is abc@xyz.com. You can enter up to 255 characters in this field.
Note:
Either the phone number or an email address is mandatory.
Last Name
Last name or surname of the customer. You can enter up to 50 characters in this field.
First Name
First name of the customer. You can enter up to 50 characters in this field.
Title
Title of the customer. For example, Dr, Mr, Ms. You can enter up to 20 characters in this field.
Address Line #1
Address of the customer. You can enter up to 255 characters in this field.
Address Line #2
Address of the customer. You can enter up to 255 characters in this field.
Address Line #3
Address of the customer. You can enter up to 255 characters in this field.
Address Line #4
Address of the customer. You can enter up to 255 characters in this field.
Address Line #5
Address of the customer. You can enter up to 255 characters in this field.
Country
Country where the customer resides. You can enter up to 255 characters in this field.
Postal Code
Postal code where the customer resides. You can enter up to 255 characters in this field.
Display name
The name of the account type of the customer.
Account type is the type of account associated with the customer for an interaction. For example, social security number, booking reference, support ticket, or subscription number.
Account identifier
Account type of a customer. Customers can add their site specific identifiers to Avaya Oceana®.
Async account identifier handle
Async account identifier is an identifier assigned to the customer when routing messaging contacts.
It is unknown for new customers. However, if you want to update existing customers, you can find the identifier on customer search in Avaya Workspaces. You can then use this while updating other customers details using Oceana Customer Management Tool.