You can upload the SkyDesk Cards R(here after ex-Cards R) format CSV to create contacts and companies.
"Importing Contacts CSV" can only be executed by users who can change organization settings.
Files are processed in background after upload.
After registration, users of the same organization cannot register a new background processing until processing is completed.
The completion of background import process is notified to your Email address.
|Owner||(User)||Set the owner of the creating contact other than you.|
|Create company||On||Creates company departments from the company information of the contact.
Sets the link of created company department to the contact.
The same name companies are consolidated to one company.
|Off||Does not create company departments and does not link the company department to the contact.
After creating contacts, you can create company departments with confirming company duplication
and department hierarchy.
|Set confirmation||On||Sets confirmation status of contacts. Contacts duplication remains on confirmation.|
|Off on duplicated||The contact is confirmed.
Search confirmed contacts with items set in [Detection condition of duplicate contacts], If there are no duplicate contacts, it will be confirmed. If contacts are found, it will remain unconfirm view.
|Off||Does not set confirmation status of contacts.
After creating contacts, you can choose to merge or to keep duplication
on the duplication detection and set the confirmation status.
Create contacts one by one in the CSV string and do the following processing.