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CSV file format for Syncopy

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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.

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.

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.

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







Gateway interfaces: | XML | HTTP | SMTP | SOAP | SFTP BatchLoader
Intouch interfaces: REST | Syncopy

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