Contact Master Bulk Insert [HQ]
The Contact Master Bulk Insert feature allows you to create multiple contacts efficiently. You can enter contact information individually or upload it from an Excel spreadsheet. Ensure the Excel file follows the same format as shown on the screen, then copy and paste the information. This process helps generate contact masters quickly in HQ.
To create and verify contact masters:
Open HQ and navigate to Support > Migration > Contact Master Bulk Inset.
Select the required master.
Select the required fields, then click the Save Configuration button.
Enter the valid contact details, then click the Done button.
After entering all the data, click the Save Master button.
Note: If any errors occur, they are displayed on the screen. Resolve the errors before the Save Master button becomes available.
A confirmation message saying "Master Saved Successfully" will be displayed on the screen.
To create contacts using an Excel file:
Open an Excel spreadsheet and enter the data exactly according to the contact master format.
Copy the data from the Excel spreadsheet and paste it into the Contact Master Bulk Insert screen.
After pasting the data, click the Done button, then click the Save Master button.
The following section explains how to verify the contacts imported from HQ and the outlet:
Open HQ and navigate to MDM > Contact Master Management > Contact Master.
Filter the data using the name or any other required parameter.
Review all the masters listed on the screen.
Open the outlet system and verify the contact master that was recently created.
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