CSV file format for Syncopy

Modified on Tue, 19 Nov 2024 12:29 by FM — Categorized as: Intouch, Syncopy

This page contains information about the CSV file format that is used by most customers on Syncopy.
First chapter is a full sample of a datafile, then each field is described in detail.

NOTE: Correct number of delimiters (;) MUST be present for import to recognize each element.

Full example of CSV file

Example 1, one engage organization: 
ORGANIZATION;PSWinCom;Link Mobility AS
USER;PSWinCom;1;Bjørn Otto;Vasbotten;4792011111;bjorn@pswin.com
USER;PSWinCom;2;Ingebjørg;Reksten;4745211111;ingebjorg@pswin.com
GROUP;PSWinCom;3;Admins;
GROUP;PSWinCom;4;PSWinCom;
CONTACT;PSWinCom;5;4799511111;Ingebjørg;Reksten;ingebjorg@pswin.com;Account Manager;;;4
CONTACT;PSWinCom;6;4792011111;Bjørn Otto;Vasbotten;bjorn@pswin.com;Nearshoring Manager;;;3|4
CONTACT;PSWinCom;7;4795811111;Rune;Vindenes;rune@pswin.com;Product Manager;;;4

Example 2, multiple engage organizations in the same file: 
ORGANIZATION;EMPLOYEES;Link Mobility AS
USER;EMPLOYEES;1;Bjørn Otto;Vasbotten;4792011111;bjorn@pswin.com
GROUP;EMPLOYEES;3;Admins;
CONTACT;EMPLOYEES;5;4799511111;Ingebjørg;Reksten;ingebjorg@pswin.com;Account Manager;;;4
CONTACT;EMPLOYEES;6;4792011111;Bjørn Otto;Vasbotten;bjorn@pswin.com;Nearshoring Manager;;;3|4
ORGANIZATION;CUSTOMERS;Link Mobility AS
USER;CUSTOMERS;2;Ingebjørg;Reksten;4745211111;ingebjorg@pswin.com
GROUP;CUSTOMERS;4;PSWinCom;
CONTACT;CUSTOMERS;7;4795811111;Rune;Vindenes;rune@pswin.com;Product Manager;;;4

Encoding

The file must be saved with the encoding ISO-8859-1. If you see unexpected characters (mojibake) in your imported items, it's likely because the encoding is different.

Unsupported characters

No field can contain the following characters: ;| These are reserved as field separators, and for example group names CAN NOT contain these characters.



Unique key for each entry

For the import to work each line needs to be designated a unique id from the Master system.



Organization

Organization specifies the name of the Link Engage Accounts that will be handled by the data import. Unique organization ID can be max 64 characters.

Format 
ORGANIZATION;<UNIQUE ORGANIZATION ID>;<NAME>

Example 
ORGANIZATION;PSWinCom;PSWinCom AS



User

USER is a person who can login to Link Engage to send messages. Importing users is optitional. Please note that a person must be imported BOTH as a contact and user where this is wanted. Unique user ID can be max 64 characters.

Format 
USER;<UNIQUE ORGANIZATION ID>;<UNIQUE USER ID>;<FIRSTNAME>;<LASTNAME>;<PHONE NUMBER>;<EMAIL>
Example 
USER;S_OK123;1234567;Audun;Hegranes;40611111



Group

GROUP is a collection of contacts. Each contact can be a member of multiple groups. Unique group ID can be max 64 characters.

Format 
GROUP;<UNIQUE ORGANIZATION ID>;<UNIQUE GROUP ID>;<NAME>;<DESCRIPTION>
Example 
GROUP;S_OK343;FK_123;Klasse 1A;Beskrivelse


Contact

A contact is a person that is listed in the Link Engage Address Book, and can receive messages from Link Engage. Unique Contact ID can be max 64 characters. FirstName and LastName can be max 50 characters.

Format 
CONTACT;<UNIQUE ORGANIZATION ID>;<UNIQUE CONTACT ID>;<PHONENUMBER>;<FIRSTNAME>;<LASTNAME>;<EMAIL>;<DESCRIPTION1>;<DESCRIPTION2>;<DESCRIPTION3>;<GROUP IDS DELIMITED BY |>
Example 
CONTACT;S_OK154;45678901234;474011111;Bjørn;Vasbotten;bjorn@pswin.com;;;;FK_123|T_333|AK_456