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Contacts Import Template

Dec 01, 2016 at 07:40 PM

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Need to load contacts into C4C. Is a migration template available for contacts?

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2 Answers

Michael Spaulding
Dec 01, 2016 at 09:00 PM
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Hi Miles,

Has the project been implemented, or is it during the implementation process? If during implementation, Go to Business Configuration Workcenter and open the Activity List of the Project. In the "Prepare" tab look for the activity "Prepare for Data Migration". Make sure it is added to the project. Open it and go to "Download Migration Templates". Download the "Customers" template. You can also download the "Personal Addresses for Contacts" template. These templates, along with the others, are used to migrate data during the implementation process.

Another way to quickly upload a bunch of contacts is to use the Dataworkbench workcenter. You can import contacts in a .csv file from there as well. I hope this helps.

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Miles Hanley
Dec 06, 2016 at 05:34 PM
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The project is live. Thank you for your suggestion on the templates and the Dataworkbench

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