Bulk Upload contacts into the Nextiva Contact Center

Using the Load Objects tool within Nextiva Contact Center (NCC), you can bulk import contacts into your account. Please note that NCC only accepts CSV files for import.

Create Your CSV File

Your CSV file should include all the information you wish to upload into NCC. Each contact should have its own row, and each column should include a header describing the field (for example: First Name, Last Name). Due to the field mapping features within NCC, it does not matter what order the columns appear in, so long as the information is under the correct column. Once your file is created, save it to a location on your computer where you can easily access it.

Create Your Field Mapping

A field mapping tells NCC how to interpret the information in a CSV file. Each file you import either needs to match an existing format previously used on your account or needs to have a new field mapping created. To create a new mapping:

1. Log in to NCC as an administrator.
   
   
2. Click the Options Menu icon in the upper left-hand corner of the page.
   
   
   
   
3. In the Search field, search for Field Mappings.
   
   
4. Click on the Field Mappings icon.
   
   
5. Click the + (plus) button at the top of the page to create a new mapping.
   
   
6. In the Information section, fill out the following information:
   
   
   • Name: Enter a name for this mapping (example: Import Contacts).
     
     
   • Description: Optional. Enter a description for this mapping.
     
     
   • File Name: Click the icon and select the CSV file you want to create a mapping for. 
     
     
   • Mapping Schema: Scroll down and select Contact.
     
     
7. Click the save icon at the top right of the window.
   
   
8. Scroll down to the Fields section. Next to each relevant NCC field, select the corresponding header from your CSV file. Not all fields need to be mapped. Any unmapped field will be given an empty value in the contact. 
   
   Common fields you might use:
   
   
   • Address: Address of the contact
     
     
   • Email: Email address of the contact
     
     
   • First Name: First name of the contact
     
     
   • Last Name: Last name of the contact
     
     
   • Mobile: Mobile number of the contact
     
     
   • Name: Preferred name, or first and last name of the contact
     
     
   • Phone: Preferred phone number, or only phone number for the contact
     
     

The mapping saves automatically after each field is selected. Once all relevant fields are mapped, click the arrow near the top-left of the screen.

Run Load Objects

Once you have created a field mapping for your contact CSV, you can upload the contacts into NCC:

1. Log in to NCC as an administrator.
   
   
2. Click the Options Menu icon in the upper-left corner of the page.
   
   
   
   
3. In the Search field, search for Load Objects.
   
   
   
   
4. Click on the Load Objects icon.
   
   
5. Click the + (plus) button at the top of the page to create a new entry.
   
   
6. Fill out the fields:
   
   
   • Name: Name of the load objects event.
     
     
   • Description: Optional. Description of what you are loading.
     
     
   • Field Mappings: Click the icon, search for, and select the import contacts field mapping you created. 
     
     
   • Type: Select the type of import to do
     
     
     • Drop and Insert: Deletes duplicates and creates new contacts from the file. 
       
       
     • Insert, Update, Delete: Update duplicate contact information. This requires the CSV to include an Identifier field containing the NCC contact ID for updates. 
       
       
7. Click the Save icon in the upper-right to start the upload.
   
   

The duration of the Load Objects job varies based on the number of contacts and fields being loaded. Once complete, the results will appear in a new Upload Result tab.