4.3.1.2 CSV Data Source

Enter CSV Data Source information as shown below:

1. Select the CSV Source from the drop-down menu
2. Click Download CSV template if you do not have a properly formatted pre-existing CSV file. Populate the CSV template with data corresponding to the fields and save
3. For local CSV file, click Choose File, browse and select desired CSV file
4. For External CSV file, specify the external file source URL

Field	Description
CSV Source	Upload CSV File or External File – CSV file can be hosted at an external location and synced with Contact Manager periodically based on the sync schedule
Sync Filter	Build a custom filter to match your filtering preferences to only sync wanted contacts
Last Name Column	Enter the csv header name which corresponds to Last Name Example – “Last Name”
First Name Column	Enter the csv header name which corresponds to First Name Example – “First Name”
Main Number Column	Enter the csv header name which corresponds to Main Number Example – “Office Number” Note: Number Formats can be applied to this field
Mobile Number Column	Enter the csv header name which corresponds to Mobile Number Example – “Cell Phone” Note: Number Formats can be applied to this field
Other Number Column	Enter the csv header name which corresponds to Other Number Example – “Home Number” Note: Number Formats can be applied to this field
Location Column	Enter the csv header name which corresponds to Location Example – “City”
Title Column	Enter the csv header name which corresponds to Title Example – “Title”
Additional Column	Enter any additional corresponding name ex “mail” to pull email address Note: Some of properties terms may change depending on the configuration
Username Column	Enter the csv header name which corresponds to Username Example – “username”. Note: If no username is present local contact attributes will be disabled for contact
Additional Columns	Associate any other additional attributes to be synced from data source

5. Click Save.

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