Importing Data

You must have rights to manage import and export jobs.

You use import to create new objects (for example users) to your system or to update existing ones.

CAUTION: Do not import a large number of users into the system during business hours. User import consumes a lot of processing capacity and may affect the performance in the whole system.

You use this procedure to import the following objects:

Calendars
Configuration
Import is not supported in System Configurator. Use the /import resource of Restful Configuration Interface (RCI).
Customer consents
Directory entries
Disruption Items
Outbound blocked numbers
Outbound campaigns
Presence profiles
Queues
Rights
Roles
Scripts
Skills
User group hierarchy
Users

For information about import file fields, see Data Import.

To import data:

Go to System Tools > Import and Export Settings to define the Folder for Import and Export Jobs, and optional mappings for Active Directory imports. For more information, see Defining Import and Export Settings.
Go to System Tools > Import.
Choose the object you want to import.

Configure the settings that depend on the selected object type:

Table 1. Settings Specific to Imported Object Types
	Field	Description
Directory entries	Directory Group	Click the icon to choose the group for whom you want to import user information.
	ID or External ID Is Mandatory	Deselecting this option causes import to create new (duplicate) entry always when the row does not have ID or External ID.
	Image Folder	Define the binary folder which contains the user photos if you want to import user photos.
Outbound campaigns	Import Type	Choose whether you want to create a new campaign or import to an existing campaign.
	Campaign Name	Enter the name for the campaign. Used only in the import type Create New Campaign.
	Import to Campaign	To import customers to a campaign, choose this option. Use the browse icon to choose the right campaign. Used only in the import type Import to Existing Campaign.
	Copy Settings from	Enter the campaign name whose settings are used.
Queues	Queue Group	If you want to include the queues you are importing to a group, choose the correct group. This is not mandatory.
Rights	Create Missing Roles and Groups	If the import included roles or groups that do not exist in the system, select this option to create missing roles and groups. If the option is not selected, and the import includes groups or roles that do not exist in the system, the import ends with an error message. The option is not selected by default.
Users	Import to User Group	If you want to include the users you are importing to a group, choose the correct group. It is mandatory to always import users into the group `All Users`, or its subgroups.
	Replace Roles	Select this option if you want that those user roles that are not included in the import are removed. This option is only relevant when your import includes users that already exist in the database.
	Image Folder	Define the binary folder which contains the user photos if you want to import user photos along with other user information. The user import.txt file must contain the column Image File that contains the file name (for example Donna_Moore.gif). Make sure you have the column Synchronised with the value 1 in your import file. Otherwise the image is not included in the directory.

Define import settings that are common to all import objects.

Table 2. Common Import Settings
Field	Description
Execution Mode	Choose Execute Locally as the import method. Other options are not supported in the Sinch Contact Pro cloud.
File	To choose the file that contains the import data, click the folder icon. Note: If the Folder for Import and Export Jobs has been defined, that folder is displayed as default and we strongly recommend using it. For more information, see Defining Import and Export Settings If the import file is not located in this folder or in its subfolder, or the folder is not defined at all, the import file is embedded into the import job when the job is defined, and information in the file cannot be changed after that. If you are importing data from Active Directory, choose the ldf file from the file list. After this the object-specific mapping template is displayed. You can edit it before starting the import and the final set is copied to the Import and Export Jobs view. In recurring jobs you can edit the mapping in the Mapping block in the Import and Export Jobs view.
Define Import Language	If the Use Default Language option is selected, this field displays the system default language. To use some other language in the import, remove the Use Default Language option and choose the language from the list. The following list includes the language-related attributes that are imported to the database in the defined language: Calendar: name Presence: name Queue: name and description Skill: name and description User: first name and last name Campaign: name
Use Default Language	This option is automatically selected. To use another language, deselect this option and select a language.
Continue on Error	Select this option if you do not want the import job to be stopped even if errors occur. This option could be used when there are, for example, a large number of users to be imported to the system. You may want to complete the import job since if only few errors occur, it is quick to check these few errors, correct them and import them again instead of repeating the entire import.
Validate File Content Only	Select this option and choose Start if you want that the import file is checked before the import; the file and the data are in the correct format and mandatory fields are filled out. Note: When this option is selected and you choose Start, only the validation is done. To import, deselect this option before starting the import.
Schedule Time	This setting does not apply to Sinch Contact Pro cloud.

Choose Start.
View the details of the import in the import and exports jobs view and check the relevant object view (for example if you imported users, go to the Users view) to make sure that the objects or data have been imported correctly.