Upload Contacts from following file

Select the path of the file, or click Browse to specify the file from which to import the data.

How are fields separated from each other ?

Choose a delimiter to separate the data.

In the .csv file, for better readability, the exported data will be separated by the following delimiters:

Contact List Attributes - id, name, address, age
Two contacts are:
1,Alex,'This is my address',45
2,Oanh,'This, is, Jane's, address',35
Now let's consider we have exported this list so that we will get data like below after export,
1,Alex,This is my address,45
2,Oanh,This, is, Jane's, address,35

What to do

Import Contacts

Select this check box to import contacts from the .csv file of maximum 50 MB into selected contact list.

Exclude Contacts

Select this check box to exclude contacts from the selected contact list.

Delete Records Before Import

Enable this option to delete the records from the contact list before importing data in the list. When you select this option, the following options are available for selection as required:

• Delete All Records

  If you select this option, POM deletes all the contacts from the contact list.

• Delete Records Matching Filter Template

  If you select this option and then choose a filter template from the drop–down list, POM will delete the contacts that match the criteria that you specify in the Filter Template.

  Click the Preview icon to see the contacts that match the filter template that will get deleted.

  Records getting deleted will also be removed from the running campaigns to which the given contact list is attached. This is particularly helpful for infinite campaigns.

• Pause Associated Campaigns If Emptying Contact List: If you select this option, all the running campaigns associated with the contact list pause, the contact list gets emptied, and the paused campaigns resume.

  Caution:

  It is recommended to prohibit using this option when dialing is in progress. If the campaign jobs fail to pause within a stipulated timeout interval, the campaign jobs might remain in PAUSING/PAUSED state until they are manually resumed.

  If a contact list is associated with a running campaign, POM does not empty the contact list.

• Ignore Active Exclude Contacts If Emptying Contact List: If you select this option, the contact list gets emptied keeping all the active exclude contacts in the contact list.

• Ignore Callback On Contacts If Emptying Contact List: If you select this option, the contact list gets emptied, keeping all the callbacks on the contacts in the contact list. This option is required if the callbacks are on contacts and you want to empty the contact list. If a contact list contains callbacks and you do not select this option, POM does not empty the contact list.

Advanced Options

Retain Callback Contacts

This option is enabled only if exclude contacts option is selected. Use this option to allow callbacks to be dialed even if the contact is excluded.

By default, this option is disabled. Therefore, callbacks for the contacts are excluded.

Automatically update time zone for phone numbers

Select this check box to automatically update the time zone for the phone numbers depending on the country code specified while entering the phone number in the .csv file.

Automatically update state for phone numbers

Select this check box to automatically update the state for the phone numbers depending on the country code specified while entering the phone number in the .csv file.

Automatically update wireless for phone numbers

Select this check box to automatically update the wireless field for the phone numbers depending on the country code specified while entering the phone number in the .csv file.

Check phone numbers for reject patterns

Select this check box if you do not want to import the contacts with the phone numbers matching the reject patterns. The reject patterns are specified in the phone formats under POM Home > Configurations > Phone Formats.

Check phone numbers for phone formats rule

Select this check box if you do not want to import the contacts with the phone numbers not matching the phone formats. The phone formats rules are specified in the phone formats under POM Home > Configurations > Phone Formats.

Check phone numbers/E-Mails for DNC

Select this check box if you do not want to import the phone numbers or email addresses that are present in the DNC list.

Clean up non numeric characters from phone numbers

Select this check box if you want to remove the non-numeric characters from the phone numbers when importing the contacts.

Empty phone on match with reject patterns or phone formats rule

Select this check box if you want to remove the phone numbers that match the reject patterns and the phone numbers that do not match the phone formats rule when importing the contacts.

Empty invalid email addresses

Select this check box if you want to remove the invalid email addresses when importing the contacts.

On duplicate record found

Select one of the following options if a duplicate record is found:

• Update existing: To update the existing record.

• Ignore new contact: To ignore the new record.

Running Job Association

The Running Job Association check box is visible only if you have running campaigns associated with the specific contact list.

Specify priority for adding uploaded records in running campaigns

Select this check box if you want to specify priority for adding the uploaded records in the campaigns that are currently active.

If you select this option and click Upload, the Running Job Association page opens. Use this page to configure the priority for adding the uploaded records in running campaigns.

Upload

Click to upload the contact data to the selected contact list. On upload, if you select the Specify priority for adding uploaded records, you can configure the Running job assoications on the following page. If you do not select the check box, the uploaded contacts are added with Medium priority, to the campaigns associated with the contact list.