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
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