Importing Contacts
You can import Contacts from a Comma Separated Value (CSV) file into an Address Book. The import file contains rows of data: each row of data defines a Contact and contains values for their Contact details and Contact extended details.
Before you begin
- To import Contacts into an Address Book in a Publication, you need Contact Management rights and Write permissions for the destination Address Book.
- To import Contacts into the (All Contacts) node in System Administration—or any other Address Book in System Administration—you need System Administrator rights.
- You need to know the formatting used in the CSV import file. For information, see Creating the Contact import file.
About this task
When you import Contacts, you can specify how values are assigned or mapped as follows:
- if you want to apply the same value to the Contacts Detail field for all imported Contacts, select [set to a fixed value] and enter a value in the Value field
- if the field contains values you do not want to import, select [skip this field]
- if the values in the field correspond to those of the Contact Detail, map the import field to an existing Contact Detail
Procedure
Results
- If you selected to update existing Contacts:
- in the (All Contacts) node, the Contacts will be updated if the Address Book specified in the CSV file exists and the specified Contact exists and resides in this Address Book.
- in a selected Address Book, the Contacts will be updated if they reside in this Address Book.
- If you selected to create new Contacts:
- in the (All Contacts) node, the Contacts will be created in the specified Address Book.
- in a selected Address Book, Contacts will be created in this Address Book.
- the Contact is not created if the Contact identification is not unique