About contact data source

Last Updated : Aug 08, 2025 |

With contact data sources, you can import, exclude, and organize contact records in a contact list. You can define two types of data sources such as file-based data source and database-based data source. You can import contact records from a .csv file into a contact list with the file-based data source. You can store the .csv file on a local file system or Secured File Transfer Protocol (SFTP) server. You can import contact records from an external database with the database-based data source. If the database is not running or not accessible, you cannot edit the data source.

If you use a data source with the File or Database option to add contacts, POM associates all the attributes with the contact list, including the attributes with null values in all the records. If you use the custom method to upload contacts, you must manually associate the attributes with null values. You must add an attribute to POM before you associate the attribute with a contact list. If a data source contains attributes not already added to POM, the contact import using the data source does not complete.

You can run data sources once to import data or exclude contacts, or schedule it to run at a defined date and time. You can also define a recurring schedule and import data at a fixed interval from an external file.

A global user can access all the data sources across all the organizations. An Org user can access data sources created by the users belonging to the specific organization.

Note:

To ensure optimum performance and stability of POM, restrictions are imposed on number of parallel imports supported as well as on the number of contacts that can be imported or uploaded into the contact list at a time when POM is under high load. For more information on restrictions on imports, see Avaya Proactive Outreach Manager Overview and Specification.

Note:

A global user does not belong to any organization and has the POM Administration and POM Campaign Manager roles. An organization user (Org user) belongs to an organization created in Avaya Experience Portal and has the Org POM Campaign Manager role.

To assign a campaign-specific dialing priority for the contacts imported into a contact list, you can run data source import job during a running campaign. POM dials the imported contacts for the campaign according to the assigned dialing priority and the set filter criteria.

Contact data upload using the Browse File option

When you use the File option to add a data source, you can use Browse File to upload contacts in the selected contact list or exclude contacts from the selected contact list using a .csv file.

After uploading contacts, POM creates a data source record. You cannot edit or schedule this data source. You can only delete the data source. POM creates this data source entry for upload contacts.

Note:

The maximum allowed file size is 50 MB.

If the uploaded file contains new attributes, POM displays a dialog box to add the new attributes and continue with the upload.

Ensure that you have a comma-separated .csv file with the contact data having only predefined attributes or a combination of predefined and custom attributes.

Note:

All newly uploaded contacts are added to the jobs only if the contacts satisfy the filter criteria.

Note:

  • The ID attribute is mandatory. All other attributes are optional.

  • If the contact data contains a comma as a part of the data, enclose the data with double-quotes.

  • Comma as a part of an attribute data is supported only for the float and the string type of attributes.

The following is an example of a file with commas as part of the data: 
id,firstname,lastname,phonenumber1,phoneNumber1CtryCode,phonenumber1State,phonenumber1allowedtime,phonenumber1disallowedtime,zipcodepredefined,zipcodetzpredefined,zipcodestatepredefined,countrypredefined,address,language,salary,timezone
1,john,blake,02045342312,1,LA,0-6.10:00.16:00,0-6.13:00.14:00,90001,US/Pacific,CA,USA_And_Canada,"72,north steet",en-us,"20000,00",PST
2,jane,doe,02034563433,1,LA,0-6.15:00.16:10,0-6.13:45.14:00,90002,US/Pacific,CA,USA_And_Canada,"23,park street",en-us,"10000,00",PST
Note:

  • When you upload a .csv file to exclude contacts, POM only considers the value of the ID column and excludes all the contacts in the contact list with a matching ID value.

  • If the value for a float type of the attribute has a comma as a part of the data, enclose the attribute in double-quotes at the time of import. While storing this value in the database, it is converted into a decimal separator.

The following is an example of a file with predefined and custom attributes: 
id,firstname,phonenumber1,INV_STATUS
121,jane,919323456545,INV_ACP
123,jack,919845321245,INV_REJ
Caution:

  • You can upload contacts from files with the ANSI or UTF-8 w/o Byte Order Mark (BOM) format.

  • To import contacts, you can use the Browse File option only when the Campaign Director service running on the primary EPM is running as a Master Campaign Director service.